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…
Category: Lets Invest
LTCG & Purhase calculators
The Google sheets linked above are not editable. For your own use copy the sheet to your own “Google Drive” (same as icloud). If you accidently screw up the the hard coding just download a fresh copy and start over. To make a copy for yourself. Click >> File >> Make a copy – this…
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…