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
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…
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…