Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Portfolio Visualizer
Old 01-19-2018, 01:10 PM   #1
Thinks s/he gets paid by the post
Gotadimple's Avatar
 
Join Date: Feb 2007
Posts: 2,025
Portfolio Visualizer

I picked up a reference to this website by reading Alan Roth's January 10, 2018 blog post (link below). Has any tried this tool?

https://www.portfoliovisualizer.com/
Portfolio Visualizer is a set of free analytics that includes backtesting a portfolio along with tactical allocation and optimization tools. I haven't tried it. It is free, registration lets you store your analysis on their site.

Alan Roth's blog articles describes a look at Schwab's Robo Advisor versus a do it yourself simple portfolio, results are analyzed by Portfolio Visualizer. Here's a link to the blog
Simplicity Vs. Schwab’s Robo Portfolio | ETF.com

- Rita
__________________

__________________
Only got A dimple, would have preferred 2!
Gotadimple is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 01-19-2018, 01:45 PM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 24,306
Yes, I use it occasionally to compare portfolio options. Good tool. I like that it has options for contributions or withdrawals, rebalancing or not, etc.
__________________

__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...target 65/35/0 AA
pb4uski is online now   Reply With Quote
Old 01-19-2018, 01:50 PM   #3
Full time employment: Posting here.
 
Join Date: Nov 2014
Location: Austin
Posts: 786
Yup - discussed all the time here and over at bogleheads. You can use the search utility in this forum to find previous discussions and comments about it.
big-papa is offline   Reply With Quote
Old 01-20-2018, 07:33 AM   #4
Dryer sheet wannabe
 
Join Date: Feb 2016
Location: irving
Posts: 13
Big fan of Portfolio Visualizer ... one feature I'd missed before is that you can model sequence of returns outcomes in the Monte Carlo application. It lets you pack your worst year(s) up front versus randomly distributed to see how you'd fare. Sobering ...
IQuit is offline   Reply With Quote
Old 01-20-2018, 09:35 AM   #5
Thinks s/he gets paid by the post
Onward's Avatar
 
Join Date: Jul 2009
Posts: 1,812
I have used it occasionally.

More often I use ETF Replay.
__________________
And if I claim to be a wise man, it surely means that I don't know.
Onward is online now   Reply With Quote
Old 01-20-2018, 10:01 AM   #6
Thinks s/he gets paid by the post
VanWinkle's Avatar
 
Join Date: Oct 2017
Location: Brighton
Posts: 1,285
I have used it and it gives a great picture of past returns. I am still looking for one that will give me future returns with accuracy.
__________________
Retired May 13th(Friday) 2016 at age 61.
VanWinkle is offline   Reply With Quote
Old 01-20-2018, 11:02 AM   #7
Thinks s/he gets paid by the post
Gotadimple's Avatar
 
Join Date: Feb 2007
Posts: 2,025
Quote:
Originally Posted by VanWinkle View Post
I have used it and it gives a great picture of past returns. I am still looking for one that will give me future returns with accuracy.
Dream on . . .
__________________

__________________
Only got A dimple, would have preferred 2!
Gotadimple is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
High Dividend Portfolio vs Portfolio Diversified Across Asset Classes ScaredtoQuit FIRE and Money 36 01-12-2007 01:24 PM
Anyone Using Portfolio Optimization Software? Bob_Smith FIRE and Money 1 11-24-2003 02:27 PM
Building Higher Yield Fixed Income Portfolio DFW_M5 FIRE and Money 1 11-08-2003 01:01 PM
dual portfolio strategy Richard Treston FIRE and Money 4 10-24-2003 04:13 PM
Portfolio Survival Simulator bellert FIRE and Money 4 10-24-2003 01:03 PM

» Quick Links

 
All times are GMT -6. The time now is 11:55 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.