Hi,
I'm trying to create a formula that can work out how much was withdrawn from a portfolio per year. For example in Year 2, £2747 was withdrawn, but I'm not sure how to calculate it "cleanly" (Col E)
Spreadsheet included below
Col A is the year
Col B is the yearly return
Col C is the equity curve (assuming no withdrawals)
Col D is equity curve - a 15% yearly withdrawal rate
Col E is the amount that was withdrawn
Cheers
Mdn
Are you still using Excel 2016?
Ali
Enthusiastic self-taught user of MS Excel who's always learning!
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Lol I think it's literally ((D2*B3)+D2)*15%
Oops
No i'm on 365
Thanks for updating your profile.
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