With the free Growth Portfolio Planner, you can create a growth-oriented portfolio by selecting investments based on their historical performance and your desired asset allocation, then project the portfolio’s future growth potential, even with a planned annual income withdrawal. You can also stress-test various assumptions and view graphs of the results. Portfolio construction is covered in “What Would Dad Do? Volume 2 - The Middle Years”.

Requires the Excel, LibreOffice, or OpenOffice application. The spreadsheet-formatted files are provided at the download link emailed after checkout.