01 ·
INVESTMENT STRATEGY
Allocation summary: Single mix · 60% Equity / 40% Fixed Income.
Engineered Finance
FEA
sible
Sheet
STR-01
Rev
—
Client
Person 1
Plan
Retirement
Scale
N.T.S.
Units
USD
Title
Asset Allocation & Costs
Date
2026-06-08
By
FZ
PLAN FEAS.
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AWAITING RUN
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ALLOCATION
Approach
Detail level
One stock/bond mix for the whole household, set with two sliders.
% Stock
% International
US Stocks
36%
Ex-US Dev Stocks
18%
EM Stocks
6%
US Bonds
24%
Ex-US Dev Bonds
12%
EM Bonds
4%
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EXPECTED RETURN
The blended expected return your allocation implies — the median annual growth used for the year-by-year projection. Add a ± adjustment to match another planning tool's assumed rate.
Return adjustment (%)
Blended
6.7%
+0.0% adjustment =
6.7%
nominal /
3.7%
real
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REBALANCING
Rebalance back to target allocation on a calendar schedule, or only when drift exceeds a threshold.
Trigger
Frequency
How often the portfolio is rebalanced to target. 'None' never rebalances.
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FEES
Annual costs are a constant drag applied every month — a percent or two compounds into a large difference in ending wealth over a multi-decade horizon.
Fund Expense Ratio (%)
Weighted average ER of your holdings. Index funds ~0.03–0.10%.
Advisory Fee (%)
Financial advisor fee. Typical AUM advice ~1.0%.
Platform / AUM Fee (%)
Custodial or platform wrap fee, if any. Often 0.
Total annual drag:
0.04%
GENERAL NOTES & DISCLAIMER
For educational and illustrative purposes only — not financial, tax, legal, or investment advice. Projections are hypothetical, generated by Monte Carlo simulation from the assumptions you enter, and are not a guarantee of future results. While FEAsible strives to reflect current U.S. tax law and sound financial principles, tax rules change and not every edge case or interaction can be modeled or tested. Verify anything you rely on and consult a qualified financial, tax, or legal professional before making decisions.
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