FireCalc question

[mikes425]

Hi, I think FireCalc is great but always wondered - since some of my PF positions don't fall under their general categories - how can I get an accurate reading. For example, EM bond/debt funds or bond funds shorter than 5-year duration.

Also a curiosity, whenever i've tried the "Investigate" function, I've gotten a flat plot line graph... no matter what i try to enter. Is this an OS or browser issue maybe? I am totally Mac based, using older OS - Mojave - but...FireCalc's been around a lot longer than that.



Thanks!

 

[thefist]

For asset classes other than equites and bonds, try portfolio visualizer or portfolio charts. The data sets don’t go back as far, but more options are available

 

[HI Bill]

Also a curiosity, whenever i've tried the "Investigate" function, I've gotten a flat plot line graph... no matter what i try to enter.

If you choose Investigate for a given success rate (95%, 100%) to determine a maximum 'safe' WR, mine shows a horizontal line that tapers off precipitously after the resulting successful spending level.