Asset Allocation Planner

Line 1 Stocks / Funds

Initial Amount ($)

Mean Annual Return (Er) %

Std Dev of Log-Returns (σ) %

Line 2 Real Estate

Initial Amount ($)

Mean Annual Return (Er) %

Std Dev of Log-Returns (σ) %

Line 3 Cash Flow

Initial Cash ($)

Expected Annual Change ($)

Inflation %

CF Lower Bound ($)

CF Target ($)

Simulation Years

Lines: Stocks/Funds, Real Estate, Cash Flow, and Total Assets (sum of first three). Stocks & Real Estate use the same log-return Normal model (prices are lognormal). Cash Flow grows by expected change adjusted for inflation and may transfer with Stocks per bounds.