Has anyone created Monte Carlo Potfolios from TIAA-CREF accounts?

My assets are in various TIAA-CREF accounts. Has anyone done the analysis to determine which ESP MC assets would model various TIAA-CREF accounts?



dan royer's picture

You'd need to look at those funds of course and see what asset class they belong to. Another approach is to use economic planning and bracket at 3%, 4%, 5% etc. and see the range of discretionary spending.

It's now much easier to create the funds themselves in ESPlanner MC mode.

Click on "new asset" in the "build portfolios" tab and you can cut and paste return data and insert it directly into the software. Repeat this for each asset and then you can use these to "implement portfolios" as you wish.

You do need to update this each year for custom built assets to ensure current data, but it shouldn't take more than a few minutes for most users.


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