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If you have an account with Oppenhimer you can get a printout that shows
PAST performance
Example is my dad
He put in 1973 100000 from the sale of his home into oppenhimer equity
income fund
in 6/74 withdrew 6000
6/31/75 7000
6/76 8000
6/76 9000
6/77 10000
6/78 11000
6/79 12000
and in 6/2001 34000
and still has 234000 in the account!!
hope this helps
Ben
----- Original Message -----
From: "Steve Walker" <steve@xxxxxxxxxxxxxxx>
To: <realtraders@xxxxxxxxxxxxxxx>
Sent: Thursday, December 06, 2001 5:46 AM
Subject: [RT] Long term growth and withdrawls
> Some years ago I read an article that discussed how much can be withdrawn
from an all equity portfolio and yet preserve the capital base. I seem to
recall it was an AAII article and the withdrawl amount was 6% on a S&P
portfolio.
>
> I vaguely recall seeing an update on this study and the 6% was revised to
3%.
>
> Has anyone out there seen this stuff or have any thots on the subject?
>
>
> To unsubscribe from this group, send an email to:
> realtraders-unsubscribe@xxxxxxxxxxxxxxx
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>
>
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>
>
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