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
BrianVezza
Sun, 11/06/2016 - 11:41
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It's fairly easy now to add
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
Sun, 11/06/2016 - 16:38
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There are no plans to add any
There are no plans to add any--but as Brian says, you can create your own.
ChrisCowles
Wed, 11/09/2016 - 00:07
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PortfolioVisualizer is a good
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...
loriW
Sun, 02/19/2017 - 11:17
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Thank you, Chris! The
Thank you, Chris! The portfolio visual/column copy tip is very helpful.
loriW
Sun, 02/19/2017 - 11:17
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Thank you, Chris! The
Thank you, Chris! The portfolio visual/column copy tip is very helpful.