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Custom Investing Style v Portfolio Return Additional Input

Posted: Sun Nov 05, 2017 1:50 pm
by Sampaine
What is the difference, if any, between selecting Custom investing style and specifying a return v specifying that portfolio return as an additional input?

Re: Custom Investing Style v Portfolio Return Additional Input

Posted: Sun Nov 05, 2017 4:32 pm
by jimr
The main difference is the Additional Inputs entry or entries act as an override. Entries created there are only active for the years specified in the entry. The return/std dev values on the main page (including Custom) act as the base or default and are used for any years that don't have an override entry in additional inputs.

So creating an additional inputs entry with a start year of "start of plan" and end year of "end of plan" is the same as entering custom values on the main page and not specifying anything in additional inputs.

Re: Custom Investing Style v Portfolio Return Additional Input

Posted: Mon Nov 06, 2017 12:15 pm
by Sampaine
Thanks!