Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Confused about the Mixed Portfolio
Old 07-15-2014, 07:57 PM   #1
Recycles dryer sheets
 
Join Date: Jun 2014
Posts: 406
Confused about the Mixed Portfolio

Title says it. The numbers in there don't seem to relate to anything so I'm not sure what is supposed to be in the Mixed portfolio. If those numbers are %ages they added up to 140% If they are $$ I'm not sure what 140 is

So do I put in %ages like 0.1 for 10% or do I take my portfolio and put $100,000 if that's what I want for a specific asset class

Thanks
__________________

__________________
If money is the root of all evil I want to be a bad man
nuke_diver 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 07-15-2014, 08:18 PM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 19,432
The fine print explains it. FIRECalc adds up all the investment categories, then prorates each with respect to the total. For example, the default value for the microcap class is 10 while the total is 140 as you observed. Then, the percentage of microcaps is 10/140 or 7.1%.

When I play with this, I often re-normalize each class so that the total adds up to 100. It is easier for me to think in true percentages. I guess FIRECalc was done this way so that if people make mistakes and the numbers do not add up to 100, it can still re-normalize for them.
__________________

__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Old 07-16-2014, 10:37 AM   #3
Recycles dryer sheets
 
Join Date: Jun 2014
Posts: 406
Quote:
Originally Posted by NW-Bound View Post
The fine print explains it. FIRECalc adds up all the investment categories, then prorates each with respect to the total. For example, the default value for the microcap class is 10 while the total is 140 as you observed. Then, the percentage of microcaps is 10/140 or 7.1%.

When I play with this, I often re-normalize each class so that the total adds up to 100. It is easier for me to think in true percentages. I guess FIRECalc was done this way so that if people make mistakes and the numbers do not add up to 100, it can still re-normalize for them.
Thanks I thought that might be the case but wasn't sure...though I cannot seem to check it right now because FIRECALC seems to be broken when I anything I get a

"You have called the results page directly. You need to enter information so results can be calculated.
Click on "The Calculator" above."

There is no The Calculator above either

I'll try it later when it works right...not sure what happened saw this last night too
__________________
If money is the root of all evil I want to be a bad man
nuke_diver is offline   Reply With Quote
Old 07-16-2014, 10:40 AM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 19,432
Other posters have reported that FIRECalc was broken yesterday in another thread. It's still broken for me too.
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound 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
mixed portfolio volatility assumptions? Bongleur FIRECalc support 4 12-07-2010 01:15 AM
Best Mixed Portfolio? Sam FIRECalc support 35 08-12-2007 11:22 AM
Best Mixed Portfolio? Sam FIRE and Money 32 08-10-2007 06:46 PM
Mixed portfolio data set - allow change of starting year? wasdana FIRECalc support 0 08-12-2006 04:10 PM
Mixed bag? MRGALT2U Other topics 3 05-23-2005 07:20 PM

 

 
All times are GMT -6. The time now is 12:48 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.