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Percentage of Remaining Portfolio
Old 03-05-2019, 03:54 PM   #1
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Vincenzo Corleone's Avatar
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Percentage of Remaining Portfolio

When using the "Percentage of Remaining Portfolio" spending model, I had hoped the results would include the lowest, highest and median annual spending amounts, but I'm not seeing it. It's entirely possible that it's there and I'm just overlooking it, but I don't think that's the case. Any plans on adding that info to the results?

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Old 03-05-2019, 06:38 PM   #2
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It includes the lowest highest and average ending portfolio, but not worst case intermediate values.

No, the information is not explicitly presented.

I had to tease out the intermediate lowest portfolio value for a particular scenario, and of course I can then derive the lowest income from that. I found it by hunting out the worst starting years, and then generating the sequence spreadsheets for those years.
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