We published our Multi-Strategy Model Portfolio Market Wrap for May 2023. Let's now see how our retirement heroes, who have been implementing this multi-strategy approach, are faring at the end of May 2023.
John, 32 years old, looking to retire in 18 years
John invested USD 40K upfront at the beginning of November 2020. He then regularly contributed USD 500 every month subsequently. As of the end of May 2023, he has contributed USD 55K. If he sticks to his plan, he can expect to withdraw USD 7.5K every month when he retires in 18 years without ever depleting his retirement nest egg. He is currently sitting on an accumulated profit of about 4K.
Paul, 52 years old, looking to retire in 8 years
Like John, Paul invested USD 40K upfront at the beginning of November 2020. However, he knows he has a shorter runway than John to compound his portfolio. Fortunately, Paul has a higher income, so he contributes USD 4K every month to make up for the shorter runway. As of the end of May 2023, he has contributed USD 160K. If he sticks to his plan, he can expect to withdraw USD 9.5K every month when he retires in 8 years without ever depleting his retirement nest egg. He is currently sitting on an accumulated profit of about 5K.
Sam, 67 years old, retired
Sam has limited runway to compound his wealth as he is already retired. Fortunately for him, he had accumulated USD 1M of savings, which he invested upfront at the beginning of November 2020. He started to draw out USD 10K every month from this portfolio. As of the end of May 2023, he has already drawn a total of USD 310K, but his portfolio is still worth about USD 783K.
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