Being able to gauge the volatility of any portfolio mix and knowing how to find the portfolio with the lowest volatility over the investment HORIZON is the single most important action that will impact your financial goals.
Eye on Volatility:
The interplay between the investment HORIZON and the TIME to your financial goals is a crucial element in achieving your goals. Appreciate the financial impact that different horizons and the possibility of a negative return occurring along the way can have on portfolio value.
Can you reduce the time to achieve your goals?
expertGTC3's Goal function determines the investment return required to achieve all your goals in terms of both the time to achieve and the amount required, whether on a regular savings or lump sum basis.
expertGTC3's Horizon function determines the impact of your proposed portfolio in terms of the probability of a negative return, volatility, and value-at-risk. The proposed portfolio can be fine-tuned until you have arrived at an acceptable balance.