| SPY vs. Diversified Equity Portfolio (80%-15%-5%) | Average Annual Return | Standard Deviation of Returns |
|---|---|---|
| SPY | 17.82% | 2690.67% |
| Diversified Equity Portfolio | 17.46% | 1740.33% |
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| require('dotenv').config(); /* store your Angel List API token */ | |
| const rp = require('request-promise'); | |
| const ACCESS_TOKEN = process.env.ACCESS_TOKEN; /* access token to access Angel List API */ | |
| const ANGEL_LIST = 'https://api.angel.co/1'; /* version of Angel List API */ | |
| const ACCELERATOR_ID = 'YOUR_ACCELERATOR_ID_HERE'; | |
| /* utility function to create query string */ | |
| function encodeQueryData(data) { |
| Comparison - 2010-2017 | Annual Rate of Return | Fees | Sharpe Ratio |
|---|---|---|---|
| Rebalancer | 21.60% | $4,164.14 | 1.51 |
| American Funds (AMBFX) - with advisory fee (1%) | 20.09% | $10,577.12 | 1.31 |
| ticker | number of shares to purchase |
|---|---|
| VEA | 33 shares |
| VWO | 33 shares |
| Year | Wealth Multiple - TIAA-CREF Portfolio | Wealth Multiple - Unrebalanced Portfolio | Wealth Multiple - Rebalanced Portfolio |
|---|---|---|---|
| 1992 | 1.00 | 1.00 | 1.00 |
| 1993 | 1.11 | 1.11 | 1.11 |
| 1994 | 1.09 | 1.09 | 1.09 |
| 1995 | 1.39 | 1.39 | 1.39 |
| 1996 | 1.57 | 1.57 | 1.55 |
| 1997 | 1.92 | 1.91 | 1.87 |
| Stocks Vs. Bonds | 1926-2003 | 1802-2003 |
|---|---|---|
| Stocks - Annual Rate of Return | 12.7% | 8.3% |
| Bonds - Annual Rate of Return | 5.4% | 4.9% |
| Stocks - Multiplier | 2285x | 8,800,000x |
| Bonds - Multiplier | 61x | 2285x |
| Developed Markets | Emerging Markets |
|---|---|
| United State | China |
| Japan | Taiwan |
| United Kingdom | India |
| Canada | Brazil |
| France | South Africa |
| Germany | Russia |
| Switzerland | Mexico |
| Australia | Thailand |
| Corporations | Government Debt | Other Asset Classes |
|---|---|---|
| Common Equity | Federal Bonds | Real Estate |
| Preferred Equity | Federal inflation-protected bonds | Precious metals (i.e. gold) |
| Bonds | Municipal Bonds | Commodities (i.e. crude oil) |
| High-yield bonds |
| Symbol | Issuer | Net Expense Ratio | 30d Avg. Value Traded |
|---|---|---|---|
| IVV | iShares | 0.04% | $919MM |
| VOO | Vanguard | 0.05% | $572MM |
| SPY | SSGA | 0.09% | $18,634MM |