I want to look at a scenario to see how the Getty Trust with $1.2 billion in 1982 would have performed had it stayed with just an index fund such as S&P 500. Bonus, if there is a way to take out 5% each year from the trust fund.
I tried using Yahoo! daily export to CSV. I get that $1.2 billion would be a specific number of shares per day. I also understand the value today would be about $20 billion. I just don't know how to take out 5% each year as an operating budget.