Mean Portfolio Value always Positive Increase
Posted: Wed Jul 17, 2019 3:09 pm
Hi Jim, love the tool! I have a question about what I'm seeing with the mean portfolio value in the detailed view table.
I've run a scenario that goes for 40+ years using the default values for the 'Aggressive investment style and no new investments being made. The mean portfolio value always increases each year. I would think given the high standard deviation of that investment style , that there would have to be years were the mean showed a lost. As much as I would love for my 70/30 portfolio to never lose money, i don't see how that's realistic.
What am I missing? Thanks.
I've run a scenario that goes for 40+ years using the default values for the 'Aggressive investment style and no new investments being made. The mean portfolio value always increases each year. I would think given the high standard deviation of that investment style , that there would have to be years were the mean showed a lost. As much as I would love for my 70/30 portfolio to never lose money, i don't see how that's realistic.
What am I missing? Thanks.