Suggestions

:speech_balloon:

Add real rate of return to Monte Carlo results table

In the results table for Monte Carlo simulations, it’d be cool to see the real rate of return of the overall portfolio for each year. In addition, show the overall mean real rate of return for the overall plan.

This changes based on the allocation you have set in the app. For example, if you have all stocks, the real rate would just match historical s&p. If you had 50% bond then the real rate would combine the historical s&p data with the bond data

1 vote

Tagged as Suggestion

Suggested 24 November 2023 by user Brian

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  • 24 November 2023 Brian suggested this task

  • avatar

    Should also take the inflation rate for that year into account

    24 November 2023
  • 25 November 2023 Kyle Nolan approved this task