Portfolio Rebalancing

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


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

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