What about bonds? How should I model my portfolio's bond allocation?

Published Feb 12, 2024
Post hero image

Within Plan Settings > Bonds, you can define a portfolio-level bond allocation. You can click-and-drag the plot or open the Advanced editor UI to define exactly how you’d like that allocation to vary over time.

Any accounts in your plan that are set to use the plan growth/dividend rates will then behave as if they contain the mix of stocks/bonds you’ve defined.

In the future, if you’d like to see options added to ProjectionLab to define more granular asset allocations across a wider variety of asset classes, here’s an item on the public roadmap you might like to upvote and comment on.

Disclaimer: The content, tools, and resources on ProjectionLab.com are intended solely for informational and educational purposes and should not be construed as professional financial or investment advice. Our materials are designed to provide general guidance and are based on the input and data provided by users. ProjectionLab makes no guarantee of the accuracy, completeness, or applicability of this content to individual circumstances. Effective financial planning and investment involve comprehensive consideration of a wide array of personal financial factors. The tools and resources available on ProjectionLab are aimed at helping users develop an understanding of their financial trajectory. However, they should not be solely relied upon for creating a complete financial plan. We strongly recommend consulting a financial services professional who can provide personalized advice based on your unique financial situation before making any significant financial decisions. While we endeavor to keep the information on ProjectionLab current and accurate, the content may differ from that found on other financial institutions, service providers, or specific product sites. All content and tools on ProjectionLab are provided without any guarantees or warranties of any kind.