I recently found myself needing a clearer picture of how selling units from a risk portfolio impacts income. This realization hit home after having a conversation with a friend about their income concerns. Visualizing such a financial strategy can be either straightforward or overly complex. Truth be told, I’d usually avoid a project that seems time-consuming. However, this time, I was determined to create something practical. Let me walk you through the details of how this Simulating Portfolio Spending spreadsheet functions.
Why Should This Spreadsheet Capture Your Interest?
There are several compelling reasons: If you’re curious about how a fund or portfolio would behave if you continuously sell units to derive income, this tool is for you. Do you feel apprehensive that selling units might rapidly deplete your fund? Interested to test if Kyith’s approach can indeed yield income? This spreadsheet might provide the clarity you need.
