Stocks-Only vs Options-Only
Template
Dark
Light
Girly
Manly
Sliders = expected returns (integers). Allocations A/B/C you set; Cash auto-fills to 100%.
Total Portfolio Amount
$
Scenario: 100% in Stocks
Alloc → 10/30/50
Alloc → 30/70/0/0
Returns → 50/10/10/4
Returns sliders (−100% → +100%)
Bucket A
+50%
Alloc %
Bucket B
+10%
Alloc %
Bucket C
+10%
Alloc %
Cash
+4%
Cash % (auto)
Allocation sum:
100%
Weighted Return (Stocks)
+??%
1-Year Value (Stocks)
$—
Compounded Value in
10
yrs
$—
Years
10
Compounds both scenarios
Scenario: 100% in Options
Alloc → 10/30/70
Alloc → 10/10/10
Returns → 300/50/0/0
Returns sliders (−100% → +1000%)
Bucket A
+300%
Alloc %
Bucket B
+50%
Alloc %
Bucket C
0%
Alloc %
Cash
+4%
Cash % (auto)
Allocation sum:
100%
Weighted Return (Options)
+??%
1-Year Value (Options)
$—
Compounded Value in
10
yrs
$—
1-Year Winner
—
10
-Year Winner
—