How do you forecast how the portfolio may perform over time?

Ren -

We use historical information and then run thousands of simulations on how the market may perform over time (our Finance team loves running Monte Carlo simulations).

We end up with a range of outcomes and the wealth charts in our asset allocation module illustrate this data.

(Note: Past performance does not guarantee future results. We use past performance only as an indication of potential future results.)


Have more questions? Submit a request


Powered by Zendesk