Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Historical Basis for Asset Classes in Advanced FireCalc
Old 08-21-2006, 07:19 PM   #1
Recycles dryer sheets
Join Date: Apr 2006
Posts: 147
Historical Basis for Asset Classes in Advanced FireCalc

What historical data is the small, micro and value assets based on? Between what data ranges has that data been tested?

I just ran a FIECALC that resulted in a 5% WR for 40 years with a 97.4% success rate. Obviously this beats the standard 4% SWR. With the knowledge of the basis for these asset classes I can reach some educated judgement as to the validity of the results.


Hydroman 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 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!

Re: Historical Basis for Asset Classes in Advanced FireCalc
Old 08-21-2006, 08:05 PM   #2
Thinks s/he gets paid by the post
wabmester's Avatar
Join Date: Dec 2003
Posts: 4,459
Re: Historical Basis for Asset Classes in Advanced FireCalc

The data comes from ESRBob, and according to his book, he got the stock data from DFA, and the bond data from Ibbotson Associates. The data goes back to 1927.

I started a thread here which gives an example of a 5% SWR that was 100% successful for a 40-year period.
wabmester is offline   Reply With Quote

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
Advanced FIRECalc Inflation Adj. ? hogtied FIRECalc support 2 04-23-2007 10:56 PM
Lump sum in Advanced FireCalc Papi FIRECalc support 4 08-12-2006 03:51 PM


All times are GMT -6. The time now is 08:41 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2018, vBulletin Solutions, Inc.