Download Tables And Charts From The Book
See Also: A Guided Tour By The Author, Book Disclosures, Download A Free Chapter, Links To Articles, "Since You Asked"
Paul has made the tables and charts from Live It Up Without Outliving Your Money available for download. You can now review the numbers and approach at home, on your own.
We offer the files as a ZIP archive. You may need a third-party piece of software such as WinZip (Windows) or Stuffit Expander (Macintosh).
- Download tables and charts now! (423K)
- Download Table 9.1A ("Equity Investing with and without International Stocks") (20K Excel file)
- Download Table 9.2A (28K Excel file)
- Download Table 10.1A, "Balancing Risk and Return" (59K PDF)
Be sure to take a look at Paul's Model Portfolio over at FundAdvice.com.
- In Chapter 15, "My 500-Year Plan," on Page 215 the charitable "dividend" 100 years after my death of $2,362,753 would be nearly 60 percent (instead of nearly 50 percent), based on the presumed $4 million left in my will.
- In May 2005, Fidelity Investments closed its Fidelity International Small-Cap Fund (FISMX) to new investors after reaching nearly $2.1 billion in assets since the fund opened in September 2002. This left one less option for investors who want to include international small-cap stocks in their portfolios.
We have updated our Fidelity Suggested Portfolios to reflect this change. - Vanguard has changed the name of its Short-Term Corporate fund (VFSTX). The fund is now Vanguard Short-Term Investment-Grade Fund. The ticker symbol is the same.
- An error in Table 13.1: On page 178 of the first printing of “Live It Up without Outliving Your Money,” the hypothetical scenario illustrated in Table 13.1 contains a math error in the way returns were calculated. The returns indicated in the table would not cause the portfolio to run out of money. (read more)
