Stocks
30
Bonds
70
Equity return
to reach 6.7%
16.5
Equity return
to reach 6.7%
Equity return
to reach 6.7%
Equity return
to reach 6.7%
Equity return
to reach 6.7%
Equity return
to reach 6.7%
Equity return
to reach 6.7%
Equity return
to reach 6.7%
Equity return
to reach 6.7%
Stocks
Mix
Bonds
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Select desired mix to reveal required equity returns
Select desired mix to reveal equity
Stocks
Mix
Bonds
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Select desired mix to reveal equity
Stocks
Mix
Bonds
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Select desired mix to reveal equity
Stocks
Mix
Bonds
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Select desired mix to reveal equity
Stocks
Mix
Bonds
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Select desired mix to reveal equity
Stocks
Mix
Bonds
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Select desired mix to reveal equity
Stocks
Mix
Bonds
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Select desired mix to reveal equity
Stocks
Mix
Bonds
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
%
14.5
%
13.0
%
11.8
%
10.9
%
10.1
%
9.5
%
9.0
%
8.5
%
%
%
Stocks
%
35
Bonds
65
%
Stocks
%
40
Bonds
60
%
Stocks
%
45
Bonds
55
%
Stocks
%
50
Bonds
50
%
Stocks
%
55
Bonds
45
%
Stocks
%
60
Bonds
40
%
Stocks
%
65
Bonds
35
%
Stocks
%
70
Bonds
30
%
Stocks
%
70
Bonds
30
%
15.6
%
Equity return
to reach 11.7%
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Stocks
%
65
Bonds
35
%
16.7
%
Equity return
to reach 11.7%
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Stocks
%
60
Bonds
40
%
17.8
%
Equity return
to reach 11.7%
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
19.2
%
Equity return
to reach 11.7%
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Stocks
%
55
Bonds
45
%
Stocks
%
50
Bonds
50
%
20.9
%
Equity return
to reach 11.7%
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Stocks
%
45
Bonds
55
%
22.9
%
Equity return
to reach 11.7%
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Stocks
%
40
Bonds
60
%
25.5
%
Equity return
to reach 11.7%
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Stocks
%
35
Bonds
65
%
28.8
%
Equity return
to reach 11.7%
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
Stocks
%
30
Bonds
70
%
32.2
%
Equity return
to reach 11.7%
30%/70%
35%/65%
40%/60%
45%/55%
50%/50%
55%/45%
60%/40%
65%/35%
70%/30%
11.7%
6.7%
11.7%
6.7%
11.7%
6.7%
11.7%
6.7%
11.7%
6.7%
11.7%
6.7%
11.7%
6.7%
11.7%
6.7%
11.7%
6.7%
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
More
Stocks
More
Bonds
More
Stocks
More
Bonds
More
Stocks
More
Bonds
More
Stocks
More
Bonds
More
Stocks
More
Bonds
More
Stocks
More
Bonds
More
Stocks
More
Bonds
More
Stocks
More
Bonds
More
Stocks
More
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Select desired mix to reveal required equity returns
Stocks
Mix
Bonds
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
70%/30%
65%/35%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
60%/40%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
55%/45%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
50%/50%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
45%/55%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
40%/60%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
35%/65%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
30%/70%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
Stocks
%
70
Bonds
30
%
15.6
%
Equity return
to reach 11.7%
More
Stocks
More
Bonds
30%/70%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
Stocks
%
65
Bonds
35
%
16.7
%
Equity return
to reach 11.7%
More
Stocks
More
Bonds
35%/65%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
Stocks
%
60
Bonds
40
%
17.8
%
Equity return
to reach 11.7%
More
Stocks
More
Bonds
40%/60%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
19.2
%
Equity return
to reach 11.7%
Stocks
%
55
Bonds
45
%
More
Stocks
More
Bonds
45%/55%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
Stocks
%
50
Bonds
50
%
20.9
%
Equity return
to reach 11.7%
More
Stocks
More
Bonds
50%/50%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
Stocks
%
45
Bonds
55
%
22.9
%
Equity return
to reach 11.7%
More
Stocks
More
Bonds
55%/45%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
Stocks
%
40
Bonds
60
%
25.5
%
Equity return
to reach 11.7%
More
Stocks
More
Bonds
60%/40%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
Stocks
%
35
Bonds
65
%
28.8
%
Equity return
to reach 11.7%
More
Stocks
More
Bonds
65%/35%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
Stocks
%
30
Bonds
70
%
32.2
%
Equity return
to reach 11.7%
More
Stocks
More
Bonds
70%/30%
Click the arrows to explore
stock/bond splits to reveal
the required equity returns
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations
Individual Investors' Return Expectations
Institutional Investors' Return Expectations