MY PORTFOLIO

One of the great benefits of managing your own portfolio is the ability to customize it to suit your personal financial needs.  From the full range of historical accumulation paths to the worst-case retirement withdrawal rates, the My Portfolio tool allows you to study your asset allocation from many different perspectives all in one comprehensive report.

Anything in a black field can be modified, so feel free to tinker to see what happens.  And keep in mind that the charts are quite data-intensive and the page can occasionally be a little slow to load and respond.  So take your time entering your asset allocation and please be patient as it calculates the results.  It’s worth the wait!

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