Monte Carlo Analysis

I am in the Monte Carlo options, specifically Implement Portfolios. How do I have 2 portfolios point to my retirement account? I am only able to choose one but have 2 IRA accounts. Do I need to combine everything into one or is there a way to choose two? Thanks, Jim


dan royer's picture

When you build the portfolio, you indicate that X% is in this asset or position and Y% is in another asset, etc. By this means you cover all of the Husband's accounts, then do the same with the Wife's accounts, and the same with the Regular Assets.

We use cookies to deliver the best user experience and improve our site.