Proposed Provision: Gradually invest 15 percent of OASDI trust fund assets in a broad index of equity market securities (such as the Wilshire 5000), assuming an ultimate 6.4 percent annual real rate of return on equities. Increase the portion in equities by 1.5 percent each year 2011 through 2020. Maintain the percentage at 15 percent thereafter.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Present Law Provision
2010355355
2011353353
2012350350
2013346346
2014341341
2015335337
2016330332
2017324327
2018317322
2019309315
2020299307
2021289298
2022277288
2023264276
2024251264
2025237251
2026221237
2027205222
2028189207
2029171191
2030154174
2031136157
2032117139
203398121
203479102
20355984
20363964
20371945
2038-125
2039-215
2040-42-15
2041-63-36
2042-84-56
2043-105-77
2044-126-98
2045-147-119
2046-168-141
2047-189-163
2048-211-185
2049-233-207
2050-255-230
2051-277-253
2052-299-276
2053-321-299
2054-344-323
2055-366-347
2056-389-372
2057-412-397
2058-436-423
2059-460-449
2060-485-475
2061-509-502
2062-534-530
2063-560-558
2064-586-587
2065-612-616
2066-638-646
2067-665-676
2068-692-707
2069-720-738
2070-748-770
2071-776-803
2072-805-836
2073-834-870
2074-864-905
2075-894-940
2076-925-977
2077-957-1014
2078-989-1051
2079-1021-1090
2080-1054-1129
2081-1087-1169
2082-1121-1210
2083-1156-1252
2084-1191-1295
2085-1227-1338
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