Advanced FIRE Analysis

Professional-grade Monte Carlo simulations, risk assessment, and portfolio optimization tools for sophisticated FIRE planning

Monte Carlo SimulationSequence of Returns RiskPortfolio OptimizationStress Testing

Advanced Monte Carlo Analysis

Professional-grade FIRE analysis with risk assessment

Scenario Parameters

ConservativeAggressive

Ready for Analysis

Configure your parameters and run the Monte Carlo simulation

Monte Carlo Simulation

10,000+ scenario modeling

Advanced Modeling

  • • Historical return distributions (1926-present)
  • • Variable sequence of returns modeling
  • • Multiple withdrawal strategies tested
  • • Inflation uncertainty modeling

Success Metrics

  • • Portfolio survival probability
  • • Expected final portfolio value
  • • Worst-case scenario analysis
  • • Time-series success tracking
Key Insight

Monte Carlo reveals that sequence of returns matters more than average returns for early retirees.

Risk Assessment

Comprehensive risk modeling

Risk Factors

  • • Sequence of returns risk
  • • Longevity risk (life expectancy)
  • • Inflation risk modeling
  • • Healthcare cost inflation

Stress Testing

  • • 2008 financial crisis scenario
  • • 1970s stagflation modeling
  • • Japan's lost decades analysis
  • • Extended bear market testing
Critical Risk

The first 10 years of retirement are most critical - poor returns early can derail entire plans.

Portfolio Optimization

Modern Portfolio Theory

Optimization Targets

  • • Maximum Sharpe ratio allocation
  • • Minimum variance portfolios
  • • Target return optimization
  • • Withdrawal-optimized allocations

Asset Classes

  • • US Total Stock Market
  • • International Developed Markets
  • • Emerging Markets
  • • Bonds (Government & Corporate)
  • • REITs and Commodities
Optimization Benefit

Proper diversification can improve success rates by 5-15% while reducing portfolio volatility.

Professional-Grade Features

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Dynamic Rebalancing

Models various rebalancing frequencies and their impact on long-term returns and portfolio survival.

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Glide Path Analysis

Analyzes optimal asset allocation changes over time as you approach and progress through retirement.

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Tax Optimization

Models tax-efficient withdrawal strategies across traditional, Roth, and taxable accounts.

Flexible Spending

Tests various spending adjustment strategies during market downturns to improve success rates.