Portfolio Rebalancing

Submitted by rcleonard@intrnx.com on Mon, 06/19/2017 - 12:21

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Does the program periodically rebalance regular and retirement assets when performing a Monte Carlo simulation, or are portfolio allocations "initial conditions" only? If rebalancing isn't performed is it thought to be a bad idea or a feature to possibly be added to a future version? TIA

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Laurence Kotlikoff

Mon, 06/19/2017 - 23:01

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No, the program doesn't

No, the program doesn't rebalance. It sticks with your year-specific portfolio allocations. But we will consider rebalancing across the asset classes. I thank you for this suggestion, which I should have considered years ago. best, Larry

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Portfolio Rebalancing

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No, the program doesn't

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