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Automatic Income and Gains Tax Rate Calculations
Modeling Dividend Yield and Long Term Gains
Analysis Settings apply only to Historical / Monte Carlo Analysis which are run through the Views menu located in the top toolbar. For more information, see Guide 9. Monte Carlo & Historical Analysis
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Portfolio Mix: Defines the percentage of each investment type in your portfolio for Monte Carlo (Historical Input Data) and all Historical analyses. Annual return data is taken from a variety of sources:
Monte Carlo Simulation — Historical Input Data:
For each year in your Trajectory, a set of growth/inflation rates is randomly chosen based either on the defined years (Historical Input Data) or define parameters (Parameterized Input Data). The process is repeated multiple times based on the "Total Runs" value.
For each year in your Trajectory, historical return rates are used beginning with 1928, by default. For example, if your Trajectory spans a 50-year period, returns from 1928 to 1978 are used. The process is repeated for each year there is data, meaning we also simulate 1929-1979, 1930-1980, 1931-1981, etc...
The following results are then displayed:
"Publishing" makes a COPY of this scenario available to all OnTrajectory PowerPlan users:
All published scenarios must be approved by OnTrajectory (typically within 24-hours).
This scenario has already been published, re-publishing will update with current data.
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