21 дек. 2022 г. · I am running backtest using Portfoliovisualizer and would like to get the same results using my calculation. However the CASHX seems is not just cash.

19 мая 2024 г. · Key features include performance analysis, risk assessment, portfolio growth analysis with cash flow strategies, Monte Carlo simulations ...

20 мая 2024 г. · I use it to compare my simplified portfolio using primarily a balanced fund plus cash to my historical allocation of 10 low cost funds that I ...

21 дек. 2023 г. · With a fixed percentage withdrawal, for example 10% of the portfolio every year, you will never reach failure as the amount withdrawn would just ...

13 сент. 2021 г. · Portfolio visualizer has an option to backtest with leverage instead of shorting CASHX. See the link here. It's between "rebalancing" and "reinvest dividends".

7 мар. 2022 г. · I tend to use VFINX/VUSTX and CASHX in Portfolio visualizer to simulate HFEA especially pre 2010. It seems to be accurate since 2010 but underperforming by 1%.

5 мая 2023 г. · I've been using Portfolio Visualizer as a simple way to keep an up to date allocation. I made a list of investing goals (how much I need and when) and I know ...

15 мар. 2022 г. · In the event that CASH is one of your holdings, start with the desired ratio of CASH (i.e. 40%) and then adjust CASHX last to offset and bring ...

26 нояб. 2023 г. · Under backtesting section, specifically the part of testing leverage, what is the difference between using fixed leverage ratio versus fixed debt amount?

26 янв. 2022 г. · Portfolio Visualizer is an incredibly powerful tool that you can use to test just about anything. One thing that is commonly used in this ...