RBS 174: Navigating Portfolio Visualizer's New Design and a

RBS 174: Navigating Portfolio Visualizer's New Design and a Free Alternative

Listen now

Description

One of my favorite tools, Portfolio Visualizer, just launched a new design. In this video, I'll show you how to navigate the changes. Unfortunately, one change is to limit the amount of backtesting data you have access to in the free version. I'll show you a free alternative.Portfolio Visualizer: https://www.portfoliovisualizer.com/Test Folio: https://testfol.io/Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

More Episodes

See all »

RBS 173: Lump Sum vs Pension--What is the 6% Rule (Five Question Friday)

Welcome to the first episode of Five Question Friday (FQF). I'll answer five questions from past live shows that we didn't get to. Today, we're covering the following questions:1. Is the 6% Rule on Lump Sum vs Pension Reasonable?2. What will my stock/bond allocation be when I reach 65?3. How do...

Published 11/22/24

The Rob Berger Show

Published 11/22/24

RBS 172: Vanguard's $40M Class Action Settlement: Here's Your Potential Payout

Vanguard has reached a proposed settlement in the class action lawsuit related to the 2021 distribution of capital gains in its target date retirement funds. Here's how much each claimant may be entitled to receive. Proposed Vanguard Settlement: https://drive.google.com/file/d/1gBIQ...Join the...

Published 11/21/24