The ticker above contains the Dow Jones, SPY, RSP (SPY equal wight), the Magnificent 7 & the Investing101 ETF’s. In the chart below you can change the time frame using the choices at the bottom of the chart. Double-clicking anywhere on the chart chart will trigger a vertical line and load percentage change into the…
Author: tplowe3
Save for retirement
Using the Portfolio Visualizer website I test simulations which demonstrate the importance of investing now while you are young, and contributing a small amount every year providing a nice nest egg for retirement. I am using a Monte Carlo simulation to project the future value of a designated portfolio. If you can front load your…
Investing – share and allocation calculator
This Google Sheet provides an easy to use calculator for the following: Tabs along the bottom of the Investing Calculator sheet allow you to choose your desired portfolio model. The Google sheet linked above is not editable. For your own use download the sheet to your own computer and modify the inputs as you see…
5 ETFs – a deep dive
Here are the technical info on the five ETF’s I have chosen. Anyone who is interested in granular detail, can make use of the links on this page. The picks are OMFL, QQQ, SCHD, SCHG and SPGP. Four are 100% computer driven, while QQQ is basically a cap-weighted index but is also filtered by some…
Model Portfolio reports & charts
On this page we test 5 model portfolios using different allocations of OMFL, QQQ, SCHD, SCHG, SPGP. The Portfolio Visualizer only facilitates the testing of 3 models at one time. So there are 2 sections. Section 1 tests the Conservative, Medium and Moderate portfolios. While section 2 tests the Moderate, Aggressive and Aggressive+. Using the…
Performance Backtesting
On the following 5 charts SPY (S&P 500) is included for reference, and is colored navy blue. Each chart shows a comparison of OMFL, QQQ, SCHD, SCHG, SPGP, and SPY over a different time frame up to March 24, 2023. The inception date of SPGP and SCHD were June and November of 2011 respectively, so…