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We've put together
this simple tour to show you what Taking Stock is all about. Have
a look at the different sections of Taking Stock and learn how you
can use them to help get your portfolio back on track.
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Main
Contents
The
simple, clean layout of Taking Stock's main Contents screen
makes it easy for you to access any of the eighteen calculators
and topics with a click of the mouse. |
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Time
To Recover from the Bear Market
This
calculator estimates your portfolio losses during the recent
bear market and how long it will take you to recover from the
losses. |
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Rate
of Return Odds
See
how different combinations of stocks, bonds and cash and holding
periods affect the chances of reaching your portfolio's target
rate of return. |
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Seven
Investment Options
Should
I buy more stock, hold tight or rebalance my portfolio to a
different mix of stocks, bonds and cash? Using any one of five
bear markets since 1960 as a starting point, you can simulate
seven different investment strategies. |
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Will
the Money Last?
See
how long your portfolio will last once you start to draw an
income from it. The current value of your portfolio, how much
you invest,the rate of return, when you begin withdrawals and
the amount of income you withdraw will all affect how long your
money will last. |
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Portfolio
Growth (Projected Returns)
Project
and compare the future value of your portfolio using different
stock, bond, cash combinations, annual investment amounts and
holding periods. |
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Portfolio
Growth (Historical Returns)
Create
two custom portfolios using different stock, bond, cash combinations
and compare their performance to portfolios that were exclusively
in stocks, bonds and cash over any period between 1923 to 2002. |
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Diversification
and Bear Markets
See
how diversification reduces the impact of a bear market decline
on a portfolio. You can use any of the sixteen bear markets
between 1923 and 2002. |
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Diversification
and Bull Markets
See
how diversification affects portfolio growth during a full bull
and bear market cycle. You may miss the markets highs during
the bull market but you still may be better off after the subsequent
bear market with a diversified portfolio. |
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Investment
Returns and Fees
The
expense ratio of a mutual fund can have a dramatic impact on
the growth of your portfolio. Use this calculator to compare
the growth of two portfolios with different expense ratios and
rates of return. |
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Timing
the Market
Use
this calculator to compare the growth of an investment in the
stock market using three different strategies: 1) buying low,
2) buying high, and 3) buying at the beginning of the year. |
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Timing
the Market - Table View
Results
for all calculators in Taking Stock can be viewed in table form.
This table shows the results for the Timing the Market calculator. |
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