Balances of Key Portfolios

Balances of Key Portfolios shows the actual performance of selected key portfolios from the full simulation run. The performance is shown on a monthly basis. You can see the volatility over time and how rebalancing (when selected) reduces that. Mouse over any point to see how the top holdings performed and the individual ticker returns. These seven sample simulation portfolios can give insight into how the hundreds (or even thousands) of simulations reach their ending values.

Balances of Key Portfolios


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Performance by Percentile Summary Statistics