Search found 4 matches

by harkdh
Wed Feb 21, 2024 4:42 pm
Forum: General questions and comments
Topic: How many years historical data to use when calculating return avg and std dev
Replies: 2
Views: 218

Re: How many years historical data to use when calculating return avg and std dev

I like to use a tool developed by someone on the Bogleheads.org forum called Simba's backtesting spreadsheet Dang! I searched for such a spreadsheet before learning how to build my own. But the exercise helped my understand the importance of standard deviation in a portfolio. Thanks for all the info.
by harkdh
Sun Feb 18, 2024 8:09 pm
Forum: General questions and comments
Topic: How many years historical data to use when calculating return avg and std dev
Replies: 2
Views: 218

How many years historical data to use when calculating return avg and std dev

I'm right at retirement, age 62, and want to fine tune my portfolio model by entering actual return average and standard deviation specific to my portfolio. I learned how to make the appropriate calculations but have two questions; 1) In my situation, how many years of historical data should be used...
by harkdh
Sun Oct 17, 2021 1:20 pm
Forum: General questions and comments
Topic: Detailed View observations and questions
Replies: 2
Views: 8990

Re: Detailed View observations and questions

Thanks for the quick and detailed response Jim, its amazing to see how different scenarios play out.
by harkdh
Sat Oct 16, 2021 11:17 am
Forum: General questions and comments
Topic: Detailed View observations and questions
Replies: 2
Views: 8990

Detailed View observations and questions

Hi, I just installed this program and learning about all its features. Without going into its advanced features yet (Additional Inputs), I ran just a simple scenario, entered all the information on the Summary View screen including planned expenses and SS and ran the analysis. A couple observations ...