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Annual rebalancing Excel calculator

Annual Rebalancing Excel Calculator

Over on the excellent Monevator site the following question was posed by Gregory today: “You are an early retiree and have a Portfolio of £875,000. You don’t follow the 5/25 rule but withdraw Your inflation adjusted money and rebalance Your portfolio once a year for example on Your birthday.  On Your birthday You want to withdraw £27200.  The current (£;%) and target asset allocations: - UK



This post first appeared on Retirement Investing Today, please read the originial post: here

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Annual rebalancing Excel calculator

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