dimensional stocks

I cannot find a definition of "dimensional" stocks to guide the categorization of my portfolio for Monte Carlo evaluation


dan royer's picture

We added those for some users that use those mutual funds. https://us.dimensional.com/

If you don't use dimensional company funds then use the general asset classes that match more or less what you own.

Actually there is not a comprehensive list of asset classes at all to choose from. So, I am going to try and mimic my portfolio by distribution of large, mid and small cap index funds. I have been able to paste in historical returns for the indexes. However, I haven't been able to adjust the relative risk number and there is very little documentation regarding this value. Can you help please?

dan royer's picture

The relative risk is now implicit in the return history. So much of the new development work is going into MaxiFi https://maxifi.com and that Monte Carlo will work much more deeply and better.


I see, thanks. Somehow I didn't realize the latest and greatest was the Maxifi program. I just purchased ESP planner, is there any way to credit that toward Maxifi?

dan royer's picture

Sure. I can refund and you can purchase MaxiFi. BTW, there's a coupon for ESPlanner users for $20

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