Search found 3 matches

by robbinia
Wed Jul 18, 2018 5:07 pm
Forum: General questions and comments
Topic: portfolio fees
Replies: 2
Views: 608

Re: portfolio fees

Thank Jim for the reply - I'm happy to hear that reducing the rate of return is an acceptable way to model fees.
Regards
Ian
by robbinia
Tue Jul 17, 2018 8:08 am
Forum: General questions and comments
Topic: portfolio fees
Replies: 2
Views: 608

portfolio fees

Hi I love this program and it has certainly helped me clarify my retirement planning. I have a question on how best to handle portfolio fees. These are calculated/deducted based on a percentage of the portfolio value so will vary depending on how the portfolio does. I cannot see an obvious way to ha...
by robbinia
Thu Oct 05, 2017 8:38 am
Forum: FRP standalone application
Topic: What's next?
Replies: 10
Views: 4484

Re: What's next?

Hi, I really love the program but would like the ability to specify future expenses as a percentage of portfolio value, e.g. fund mgmt fees. At the moment, I take the estimated portfolio value, calculate dollar amounts and then put these as fixed expenses. Being able to specify a % would mean the ex...