create_portfolio_template.md
In R4GoodPersonalFinances: Make Optimal Financial Decisions

printing portfolio

Code
  portfolio
Message

  -- Portfolio -------------------------------------------------------------------

  -- Market assumptions --

  -- Expected real returns: 
Output
  # A tibble: 2 x 3
    name                    expected_return standard_deviation
    <chr>                             <dbl>              <dbl>
  1 GlobalStocksIndexFund            0.0506               0.15
  2 InflationProtectedBonds          0.02                 0   
Message

  -- Correlation matrix: 
Output
                          GlobalStocksIndexFund InflationProtectedBonds
  GlobalStocksIndexFund                       1                       0
  InflationProtectedBonds                     0                       1
Message

  -- Weights --

Output
                          human_capital liabilities
  GlobalStocksIndexFund             0.5         0.5
  InflationProtectedBonds           0.5         0.5

Message
  -- Accounts --

Output
  # A tibble: 3 x 4
    name                    taxable taxadvantaged total
    <chr>                     <dbl>         <dbl> <dbl>
  1 GlobalStocksIndexFund         0             0     0
  2 InflationProtectedBonds       0             0     0
  3 total                         0             0     0

Message
  -- Pre-tax --

Output
  # A tibble: 2 x 7
    name                    turnover income_qualified capital_gains_long_term
    <chr>                      <dbl>            <dbl>                   <dbl>
  1 GlobalStocksIndexFund       0.04                0                       1
  2 InflationProtectedBonds     0.04                0                       1
    income capital_gains cost_basis
     <dbl>         <dbl>      <dbl>
  1      0        0.0506      0.610
  2      0        0.02        0.820

Message
  -- After-tax --

  ! After-tax information is not available yet.
  i Use `calc_effective_tax_rate()` to calculate it.
Output

Message

  -- Allocation --

  ! Allocation information is not available yet.
  i Use `calc_optimal_asset_allocation()` to calculate it.