MM Study, Fidelity investor, with $500K, and 40.8% tax rate and 8.75% State

 

Alternate view of the VCCM June 2025 Data using a Candlestick chart

 This is a chart using the VCCM 5/25/50/75/95 percentile data to see the ranges of the various asset classes.

This represents the 10 year horizon data found here: Vanguard Capital Markets Model® forecasts

The High/Low (narrow vertical line) represent the range of the 5th to 95th percentile.

The open/close (the range of the box in the middle) represents the range of the 25th to 75th percentile.

I think this give a pretty nice look at the range of their estimates and may be more useful to see the "expected outcomes" the meat of the 50% in the middle seems like a reasonable path.

2Q2025 CRSP Growth/Value Splits Report