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Personal Finance (Not Investing) • Entering Fixed Income into Firecalc

I am unsure how to enter fixed income into firecalc. I'm looking at both the Total Market and Mixed Portfolio options, and I am not sure how to enter it in either case. I have domestic Total Bond market funds (Vanguard and Fidelity). These are classified as Intermediate Term. There is no intermediate term option.

In addition to inputting my current portfolio holdings, I would like to model what if I do a CD or Treasury ladder, perhaps 10 years, as was suggested to me by my Fidelity advisor to mitigate sequence of return risk.

I'd appreciate any advice on how to enter these two scenarios. thanks

Statistics: Posted by catchinup — Fri Mar 08, 2024 12:07 am — Replies 0 — Views 164



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