PORTFOLIO

Forecasting

Monte-Carlo retirement projections driven by your real portfolio. Asset weights derived from current holdings; contribution cadence inferred from CONTRIB history (or defaulted from settings).
Plan spans the years to your end-age input

You & your money

Current portfolio: $665,917.16
Birth date
Annual contribution (AUD)
No CONTRIB history yet — type your expected figure.
Tax rate
15%
Retire age
67
End age
90

Economy & drawdown

Inflation
2.5%
Drawdown ?
6.0%
Fees / yr
$4,000
Cash interest
2.0%
Sweep threshold ?
5%
Advanced — fixed drawdown · bear-event probability · growth cap
Fixed drawdown ($/yr, 0 = use %)
Bear-event p (daily)
Annual growth cap (0 = uncapped)

Simulation

Monte-Carlo settings
Paths
Bootstrap (days) ?
Jitter (σ %/yr) ?
Random seed
End-of-plan chart cap (AUD)
showing last run · re-submit to refresh

Asset mix

From Holdings
Total
$665,917.16
Class Weight Value (AUD)
EQUITY 85.5% $569,513.44
BOND 5.9% $39,158.77
COMMODITY 5.3% $35,307.92
CASH 3.3% $21,937.03
OTHER 0.0% $0.00
Total 100.0% $665,917.16

Override per-holding asset class on the Holdings page.