ben
stein
&
phil
demuth
YOUR RETURNS VS. INDEX RETURNS SMACKDOWN
$
Total Value of your portfolio on 09/30/2009
$
New money you added to your portfolio during this period (other than dividends and capital gains)
$
Money you withdrew from the portfolio during this period (other than management fees)
$
Total Value of your portfolio on 12/31/2009
$
Dollar amount Fixed Income (Cash + Bonds) in your portfolio
%
Your Estimated Total Return for the quarter ending 12/31/2009
%
Total Return of a matched index fund portfolio for this period containing VT and BND (Total World Stock Market and Total US Bond Market)
Note: This total returns estimator is for your entertainment only. Contact your custodian or investment advisor to find out your returns.
HOME
|
BEN STEIN
|
PHIL DEMUTH