Suggestions

:speech_balloon:

Add detailed asset class models

Different asset classes have different correlations. This allows a portfolio to use different asset classes to improve compounded annual growth rate (CAGR) or reduce volatility. I would like to see the ability to assign different asset classes and their CAGR, standard deviation, and correlation for each ETF in my portfolio. This would give much more meaningful Monte Carlo analysis results.

Related: www.paulmerriman.com/portfolios-2023-updates

4 votes

Tagged as Suggestion

Suggested 15 January by user Gary Kline