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Investing - Theory, News & General • Boldin - Three Year Sequence of Bad Returns

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I played with this a little more and i think it’s a tool implementation “feature”. If i remove the equivalent value of 38.5% decline in stocks from my portfolio and run it normally, the results are much more believable. The 3 year stress test option appears to be applying the decline at the portfolio level. I don't think this is realistic for someone like me that is holding a 40/60 portfolio. In Boldin, one doesn’t enter their AA, one just enters assumed returns.

Still curious to get feedback from any other users.
This was a big reason that I didn't buy Boldin, it doesn't take into account Asset Allocation when it calculates success rates.
I just can't accept any projection that doesn't allow the use of chunks of real historical returns as an input.

Statistics: Posted by factors_are_cool — Sat Feb 21, 2026 5:15 pm — Replies 5 — Views 664



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