investment portfolio

Portfolio Spending Illustration

This illustration shows a 5% spending from a portfolio of large US companies as illustrated by the S&P 500 index. The analysis assumes you spend 5% of the prior year-end balance, which starts at $1 million in 1970. This timeline includes a decade of weak market returns in the 1970s and then a historically bad decade of returns in the 2000s. Even with these tough market environments the balance ended 2020 at $12.8 million and produced portfolio spending of close to $11.8 million.

Source: Duff & Phelps, LLC. 2020 SBBI® Yearbook. Illustration assumes annual spending was taken at the beginning of the year. Past performance is no guarantee of future results. *Spending figures do not take into consideration inflation.