Monthly Archives: August 2017

Safe Withdrawal Rate Experiment – Month 32 – July 2017

<Standard Introduction> So I’ve been running an experimental portfolio for, blimey, two and a half years now.  The idea was to start with a fund of £625k and then withdraw 4% annually, in monthly instalments, just to see what happens.  The would give someone £25,000 a year to live off. Historic investigations concluded that a 4% withdrawal rate gives a reasonable… Read more »