Quant Powerpoint
-IRON MAN -
=(VLOOKUP(E2,Data!$A:$B,2,0)+1)*($H$19*$A$2)+(VLOOKUP(E2,Data!$A:$C,3,0)+1)*($H$20*$A$2)+(VLOOKUP(E2,Data!$A:$D,4,0)+1)*($H$21*$A$2)+$A$3
Function Sample
Determining the average number of years
Only S&P 500
Only T.BIll
Determining the average number of years
Only T.Bond
Determining the average number of years
S & P 500 50%
T.Bill 25%
T.Bond 25%
Determining the average number of years
how much she can draw down if she expects to live to 78 (guarantee 0% of Bankruptcy for 13 years)
-19170.527
Only S&P 500
Only T.BIll
Only T.Bond
-31182.97
-33920.00
S & P 500 50%
T.Bill 25%
T.Bond 25%
-29333.20
Outliers:
Minimum years of Only S&P 500 is 3 years
For other two is 8 years
Standard deviation of the years:
Only T.Bill or T.Bond > Only S&P 500
Other thoughts