Search found 3 matches

by dsa787
Mon Jul 22, 2019 8:41 am
Forum: Simulation mechanics, assumptions, and inputs
Topic: Rate of Return on Portfolio Value
Replies: 4
Views: 178

Re: Rate of Return on Portfolio Value

The numbers don't add up. You can calculate it and see that there is a big discrepancy.
by dsa787
Sun Jul 21, 2019 4:38 pm
Forum: Simulation mechanics, assumptions, and inputs
Topic: Rate of Return on Portfolio Value
Replies: 4
Views: 178

Rate of Return on Portfolio Value

Hi, I started a brand new tax deferred investment with $25k invested annually, with 7% growth rate and 4% inflation. I would expect that at the end of the second year the portfolio value is $52,272.50 however the detailed view amount at the end of year 2 is $50,775. Same applies for all other years....