2 ms·
Great work on the tool. Looks really useful for basic modeling for a businesses who need this. As a salaried person I would like to see a version of this tool
by itissid 2y ago
Great work on the tool. Looks really useful for basic modeling for a businesses who need this.
As a salaried person I would like to see a version of this tool for planning ones own portfolios.
0. Set your risk parameters: Maximum drawdown, expected returns, time horizon, fixed income needed, broker platform etc.
1. Pick ETFs from a specific brokerage that match and find different kinds of ETFs for different asset classes, different startegies(US, ex-US, Currency Hedged, Buffer, Bullet Shares).
2. Tools: Rebalancer, be able to find what ETFs are cheap/expensive based on current evaluations(P/E) and Historical data. Like when fed is raising rates one can invest more in Bond Funds(like Bullet Share) that lock in that yield incrementally and vice versa.