I have some distinct taxable assets (Muni's) that I plan to draw down over the next several years, and I'm trying to figure out how to model this.
I can model a draw-down over 5 years by defining successive years as Portfolio Time Periods (although this is a bit labor intensive).
Are there better ways to do this? For example
- Is there a way to identify two years as anchors and have Pralana Online generate a "glide path" in between?
- Is there a way to define more than 5 Portfolio Time Periods?
I am with you, I would really like a glide path option!
Right now, the best you can do is to approximate it with the allowed allocation changes.
I would like to model more than 5 time periods - 10 would be great. Is there someplace I can enter this as a feature request?
@jason-blattyprotonmail-com Feature requests are in the upper right Feedback link in Pralana Online.
