Are there plans to add more asset classes?

Are there any plans to add more asset classes to the "build portfolios" portion of the Monte Carlo planning method? For those of us who do not have access to Dimensional Funds, the options are very limited. I'd like to have access to historical data for Large Cap Value, Large Cap Core, Large Cap Growth, Mid Cap Value, Mid Cap Core, Mid Cap Growth, Small Cap Value, Small Cap Core, Small Cap Growth. I'd also like to see separate options for short, intermediate, long term bond funds in both the government and corporate sectors. Thanks!

Comments

It's fairly easy now to add your own assets into Monte Carlo. Look through the help guide and it will walk you through this.

Best,
Brian

dan royer's picture

There are no plans to add any--but as Brian says, you can create your own.

PortfolioVisualizer is a good source of tabular information for use in creating new assets.

Data sources are described here:
https://www.portfoliovisualizer.com/faq#DataSources

The data tables can be found here:
https://www.portfoliovisualizer.com/historical-asset-class-returns

Chrome Column Copy makes it easy to copy/paste columns of data into the new assets.
https://chrome.google.com/webstore/detail/columncopy/lapbbfoohlcmlbdaakl...

Thank you, Chris! The portfolio visual/column copy tip is very helpful.

Thank you, Chris! The portfolio visual/column copy tip is very helpful.

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