DYNAMIC CHART (6 ASSETS)) - My final copy

DYNAMIC CHART (6 ASSETS)) - My final copy - PORTFOLIO...

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PORTFOLIO OPTIMIZATION ONE PLUS INPUTS EXPECTED STANDARD EXP RATE RETURN DEVIATION {1+E®} ONES Riskless Rate ® 5.00% 0.00% 105.00% 12.72% 17.49% 112.72% 100.00% IA Small Stock 15.25% 20.75% 115.25% 100.00% IA All Value 14.55% 16.23% 114.55% 100.00% IA All Growth 14.31% 20.52% 114.31% 100.00% MSCI EAFE 13.97% 25.50% 113.97% 100.00% LB Bond 9.25% 6.34% 109.25% 100.00% CORRELATIONS SPX SmI-cap Value Growth EAFE 6 100.00% 0.58% 0.93% 0.96% 0.56% 0.32% IA Small Stock 0.58% 100.00% 0.72% 0.54% 0.34% 0.11% IA All Value 0.93% 0.72% 100.00% 0.82% 0.55% 0.40% IA All Growth 0.96% 0.54% 0.82% 100.00% 0.52% 0.24% MSCI EAFE 0.56% 0.34% 0.55% 0.52% 100.00% 0.20% LB Bond 0.32% 0.11% 0.40% 0.24% 0.20% 100.00% STANDARD DEVIATION RISKY ASSETS 1 2 3 4 5 6 17.49% 20.75% 16.23% 20.52% 25.50% 6.34% 1 2 3 4 5 6 3.06% 0.02% 0.03% 0.03% 0.02% 0.00% IA Small Stock 0.02% 4.31% 0.02% 0.02% 0.02% 0.00% IA All Value 0.03% 0.02% 2.63% 0.03% 0.02% 0.00% IA All Growth 0.03%
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DYNAMIC CHART (6 ASSETS)) - My final copy - PORTFOLIO...

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