Modeling Adaptive Upside Investing Methodology
Submitted by janaldencornish on Thu, 02/08/2018 - 19:14Hi, I have been reading a book that advocates an methodology that appears to be what I would call "rolling window" upside investing. My question is how to model this methodology with the existing software. If it is not possible, does ESPlanner allow the user to customize the Upside Investing mode? As with Upside Investing, there are two asset classes: Safe and Risky. Risky is invested 100% in the Stock Market. The Safe Assets are intended to meet spending requirements for a fixed sized "rolling window", say, 4 years.