Financial Roadmap

A straightforward investment plan for higher after tax returns

BUILDING BLOCKS
KDI’S FINANCIAL ROADMAP PROCESS
BENEFITS
BACK TESTING 1999-2015

ASSUMPTIONS:

  • Financial Advisor fee of 0.50% annually
  • Incremental tax drag of 0.50% annually
  • Active manager’s returns equal net returns of passive indices
  • Return on Alternatives equals the HFRI Fund of Funds Composite Index return
BACK TESTING 1999-2015
  • At the end of the 17 year period, cumulative assets were 42% higher under KDI’s Financial Roadmap when compared to the model portfolio.
  • For every rolling 10 year period, KDI’s Financial Roadmap produced higher returns than the model portfolio.
  • Over the 17 year period from 1999 to 2015, KDI’s Financial Roadmap compounded annual after tax returns were 2.16% higher.
  • In 2008, both the model portfolio and KDI’s Financial Roadmap were down 25%

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