I want the simulated portfolios to be rebalanced only if weights drift by more than absolute 10% but I am calculating Rollling Portfolio Return so each start date has to have the portfolio value calculated from original weights of the assets so I am wondering how this can be achieved.
Thanks.
Rolling Portfolio Return in Excel.
Rolling Portfolio Return in Excel.
Land/Real Estate:89.4% (Land/RE is Inheritance which will be recieved in 10-20 years) Equities:7.6% Fixed Income:1.7% Gold:0.8% Cryptocurrency:0.5%