Just email me and I will forward you a spreadsheet - you are welcome to disagree with any of the assumptions - just change them... Based on the initial question, the guy is looking to sit back and let someone else worry about his capital on his behalf. Major trade-off between volatility & return, hence my comments above. Most guys in retirement are looking to sleep at night, so not investing entire portfolio in equities. PS: Large investment house great as funds destination, not great from advisory point of view as always punting their own products. Also limited flexibility in fee structure.
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