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

Description Usage Arguments Value Examples

View source: R/asset_allocation.R

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

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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Annual amount to be withdrawn from the portfolio.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Years until the annual amount will start being withdrawn.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

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get_amount_bonds(100000, 20000, 10)

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