Rewind Portfolio

Rewind your portfolio. Live it forward.

How It Works

A few inputs from you, a real stretch of history, and a film that walks through it one month at a time.

1

Tell us about your plan

Your name, your portfolio value, your monthly withdrawal, and the retirement strategy your money follows. If you work with a financial advisor, their name and firm can appear too.

2

Choose a stretch of history

A period like the 2008 financial crisis, or a single quarter or year. Your retirement date is the first month of the range.

3

We replay it month by month

Your portfolio grows or falls with the markets each month, and your withdrawal is deposited into your checking account at month end.

4

The story of each month is researched

What was happening in the world, in the markets, in Washington, and at kitchen tables across the country, drawn from sourced facts and period news.

5

You get a finished film

Chapters built around the events that moved your balance most, with your numbers on screen from the first month to the last.

Film formats

Crisis Film

Your plan through a historic market crisis, from retirement day to the far side of it.

Quarterly Update

The last three months of a portfolio, in the context of the latest news.

Year in Review

A calendar year, told month by month.

Films are historical replays for education. Past results do not predict future returns, and nothing in a film is investment, tax, or financial advice.