get_amount_bonds: Get an amount of bonds to include in your portfolio

In eanway/finance: Personal Finance and Investment Tools

Description

Suggests an amount of bonds to include in your portfolio based on the total value of your portfolio, the annual amount you'd like to withdraw, and the number of years until withdrawals begin.

Usage

get_amount_bonds(
  total_amount = numeric(),
  annual_amount = numeric(),
  years_waiting = numeric(),
  constant = 1.01,
  return_rate = 0.05,
  ...
)

Arguments

total_amount	Total amount in the portfolio. Numeric greater than 0.
annual_amount	Annual amount to be withdrawn from the portfolio. Numeric greater than 0.
years_waiting	Years until the annual amount will start being withdrawn. Numeric greater than or equal to 0.
constant	Optional constant to reduce short-term returns. Default determined from experimentation.
return_rate	Optional long term rate of return. Default determined from experimentation.
intercept	Optional intercept for efficient bond allocation. Must be between 0 and 1. Defaults determined by experimentation.
slope	Optional slope for efficient bond allocation. Must be between -1 and 0. Defaults determined by experimentation.

Value

An amount of bonds to include in your portfolio

Examples

get_amount_bonds(100000, 20000, 10)

eanway/finance documentation built on Feb. 28, 2021, 4:56 p.m.