Search found 2 matches

by sidchem233
Mon Apr 11, 2016 8:38 pm
Forum: General questions and comments
Topic: Different results obtained with equivalent inputs
Replies: 4
Views: 3261

Re: Different results obtained with equivalent inputs

Jim Thanks for the reply, I think I understand the difference now and how the feature works with three separate returns. Not sure this applies to the real world very well since there may will probably be correlation between portfolios unless one is very careful to prevent that, not likely in most ca...
by sidchem233
Mon Apr 11, 2016 3:48 pm
Forum: General questions and comments
Topic: Different results obtained with equivalent inputs
Replies: 4
Views: 3261

Different results obtained with equivalent inputs

I have tried setting the Portfolio return at 5% with a 8% SD versus setting Taxable Return, Tax Deferred Return, Tax Free Return all at 5% with a 8% SD and get a different planned expenses amount (with a activated Goal Seek capability). I get a 7% higher amount for the expenses when I set the indivi...