GH2 EDGE Analysis

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Analysis Configuration

GH2 EDGE philosophy: Roth holds stable instruments (5.75%), Cash is known (3%). Only NQ and Qualified carry market risk. The expected geometric mean of your MC distribution sets the deterministic growth rates — both phases use the same economic universe.

Simulations (Phase 2)

Return Model

Resolution

Asset Allocation by Account

Account	Equity %	Sum
NQ (Brokerage)		100
Qualified (401k/IRA)		100
Roth	Fixed 5.75% (GH2 EDGE)
Cash & Savings	Fixed 3.00%

Expected NQ growth: 6.86%

Expected Qualified growth: 7.40%

Roth: 5.75% (fixed)

Cash: 3.00% (fixed)

▼ Advanced Return Parameters

Equity Mean Return %

Equity Std Dev %

Bond Mean Return %

Bond Std Dev %

Equity/Bond Correlation

Starting...

Phase 1: Strategy Ranking by Required IRR

All 29 strategies ranked at expected growth rates. Click any row to run Monte Carlo on that strategy.

Strategy

Required IRR: --

Success Rate

-- simulations

Median Depletion Age

Portfolio Balance Trajectories

Green line = deterministic (at expected growth). Blue bands = Monte Carlo percentiles (market uncertainty).

P5/P95 outer bands Show sample paths (20) Median depletion age Essential expense floor