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Simulating Inflation-adjusted Income Spending from a 24-year-old Fund.
By Investment Moats  •  March 13, 2025
I crafted my first spreadsheet to help you simulate how your portfolio looks like if you consistently sell units to provide inflation adjusted income last week. A FREE Spreadsheet That Helps You Visualize What Selling Units for Income Would do to Your Fund (Featuring RTWO) I crafted a second spreadsheet. You can make a copy by clicking on this link. If you understand the first spreadsheet you can go ahead and have fun with this one. For those who are new, you might want to read my previous post and also some of my explanation in this post.

Why Should You be Interested in This Spreadsheet?

This spreadsheet might help you answer some lingering doubts. If you wonder how a fund/portfolio will look like if you keep selling units to get income. If you always think that if you sell units, your fund will go to shit very soon....
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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