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Steve Mayo

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Joined: 10/11/2012
Location: Austin, TX

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Subject : RE: Portfolio Wizard First Impressions
Posted : 8/3/2014 7:43 PM
Post #32398 - In reply to #32391

Great post, Steve. Thanks for sharing that. I was trying to do something almost identical today for Ed's new user presentation but couldn't get it finished in time. Happy to see that it works. :-)

A further idea to try now would be to save that portfolio, and then tweak the %Invested on the portfolio page. You might be able to drop that MDD a bit more while still getting the same original return.
Deleting message 32398 : RE: Portfolio Wizard First Impressions


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