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Posted by Bill on May 24, 2007 at 11:57:56:

Hello Mark,

Is there any way to draw a line on the value graph so that you can tell if a portfolio goes above its projected growth? Or is it possible to have a graph with projected growth at various returns? What I have tried using is a trend line and using trial and error until I get the slope at the desired yield. I am trying to come up with an easy way to tell when a growth portfolio is ahead of projected growth so that I can harvest funds to drop into the income portfolios. This would be useful for clients that are taking distributions from their portfolios.

Thanks,

Bill Loveless



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