Search found 2 matches
- Mon Apr 11, 2016 8:38 pm
- Forum: General questions and comments
- Topic: Different results obtained with equivalent inputs
- Replies: 4
- Views: 7940
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...
- Mon Apr 11, 2016 3:48 pm
- Forum: General questions and comments
- Topic: Different results obtained with equivalent inputs
- Replies: 4
- Views: 7940
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...