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بازده سبد
Exhibit 11.4 brings together the planning data of Exhibit 11.1 with portfolio returns such as might have been experienced by a balanced port- folio in 2008, a year of a major stock market crash.
It is tedious, but not difficult, to total annually our actual portfolio returns pretax, subtract the taxes we have paid and the implied tax on the unreal- ized capital gains we have built up using the long-term rate, and deflate the numbers using inflation rates as measured by the consumer price indexes provided by the U.S.
The spreadsheet in Exhibit 11.9 decomposes a bond portfolio's returns for a calendar quarter.
There are several important issues that must be addressed in developing a methodology for calculating a portfolio's return.
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