Lesson 21: Retirement Portfolio Simulation

November 10, 2020

Zoom Meeting Link

Review:

  • Remote Learning (thru end of semester)
  • Stock + Bond Simulation

Presentation:

Assignment:

  • Assignment 9
    • Complete the Stock Market (or Retirement Portfolio) Simulation
    • Due Mon Nov 16 at 11:59pm
    • Submit Here
  • Required Elements
    • 40-year time horizon
    • Simulation count, n=100
    • Ability to set/modify simulation parameters by changing cell values (not by editing formula)
      • initial balance
      • annual contribution
      • stock/bond % allocation
      • financial target, e.g., $1,000,000
    • Functional start button to launch automation of simulation
    • Display at end of simulation
      • probability (%) of reaching financial target
      • distribution of end balances on a histogram
      • calculation of Max, Min, Mean, Median and Standard Deviation of end balances

Justin

Justin Holman is CEO of Aftermarket Analytics, where he leads efforts to develop cutting edge sales forecasting and inventory optimization technology for the Automotive Aftermarket. Prior to joining Aftermarket Analytics, Justin managed corporate consulting for the Strategy & Analytics division at MapInfo Corporation, leading major projects for retail clients including The Home Depot, Darden Restaurants, Bridgestone-Firestone, Sainsbury’s and New York & Company. Before that, Justin served as Vice President of Software Development at LogicTools, now part of IBM's supply chain application software group. Justin holds a B.A. from Claremont McKenna College, a Ph.D. from the University of Oregon and an Executive Management certificate from Northwestern University's Kellogg School of Management.

Leave a Reply