Hindsight 20/20: Retrospective Mutual Fund Return Calculator
Does anyone know of an easy plug-in numbers calculator for individual mutual funds? I found an old "Portfolio Projection" from when an long-ago IG (ex)advisor was trying to get newbie me into a leveraged portfolio. I knew enough at the time that this was not the stage of investing or risk tolerance that I was at, but am now curious in hindsight how accurate the pitch was.
Here was the idea: borrow $100000, placing it equally into:
Investors Dividend $25000
Investors Govt Bond $25000
Investors Mortgage $25000
Investors Real Property $25000
This was proposed in 2003, and I have future projections numbers to 2013. It's a somewhat different world now, after the GFC and with real estate mayhem. Maybe I'm a masochist or maybe I just want to gloat, but can anyone tell me what I would have had in 2013 (then I can post the projections and see in hindsight if it would have been a good idea)? The paper I have is titled 'The Safe Way at IG,' let's see if that was true?
Here was the idea: borrow $100000, placing it equally into:
Investors Dividend $25000
Investors Govt Bond $25000
Investors Mortgage $25000
Investors Real Property $25000
This was proposed in 2003, and I have future projections numbers to 2013. It's a somewhat different world now, after the GFC and with real estate mayhem. Maybe I'm a masochist or maybe I just want to gloat, but can anyone tell me what I would have had in 2013 (then I can post the projections and see in hindsight if it would have been a good idea)? The paper I have is titled 'The Safe Way at IG,' let's see if that was true?