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lowest portfolio balance
Old 01-10-2010, 10:23 AM   #1
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lowest portfolio balance

Please confirm reason why the lowest portfolio balance is higher for a forty year period vs. a thirty eight year period with all variables same for both scenarios.

Also, just wondering-when will the 2009 financial figures be included?

Last but not least, why is there not an option for large cap/small cap int'l MFs ?


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Old 01-20-2010, 05:52 PM   #2
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Can anyone answer the above inquiries?


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Old 01-20-2010, 05:56 PM   #3
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I don't know the specifics of the calc, but given that I think it runs historical backtesting, at a guess a 38 year worst case managed to catch two terrible years on the ends, but you can't get to 40 years without averaging better than that.

for the rest, I can't help you, but perhaps someone else can chime in.
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Old 01-20-2010, 06:01 PM   #4
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I agree with seabourne's response on your first question.

No clue on the second.

As to the third, I suspect the reason is insufficient historical data for those particular asset classifications. Perhaps in another 40-50 years Andy's kid will take a shot at adding them.
Numbers is hard.

Retired in 2005 at age 58, no pension

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