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Percent of Portfolio missing ceiling/floor options #18

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boknows opened this issue Aug 10, 2015 · 2 comments
Closed

Percent of Portfolio missing ceiling/floor options #18

boknows opened this issue Aug 10, 2015 · 2 comments

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@boknows
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boknows commented Aug 10, 2015

I completely missed this until someone reviewed it. The Percent of Portfolio spending method should always have a floor/ceiling available, not just if you change the "percentage type".

I believe that the dropdowns in the form should be reworked to be closer to the legacy code, and the spending method itself needs to be adjusted to accept floor/ceiling for this whole spending method. I'm guessing that taking about "percentage type" altogether would be the best path.

@jchristian
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Are you thinking the "percentage type" field should just be removed and have the floor/ceiling options merged from both types? So for the floor have the options:

  • No Floor
  • Pensions/SS
  • Defined Value (Inflation Adjusted)
  • As a Percentage of Portfolio
  • Percentage of Previous Year

And ceiling would have the options:

  • No Ceiling
  • Defined Value (Inflation Adjusted)
  • As a Percentage of Portfolio

@boknows
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boknows commented Aug 13, 2015

I think that is exactly what needs to happen. Because the standard percent
of portfolio method goes up and down and could use floor and ceiling.
On Aug 13, 2015 3:55 PM, "Jonathan Christian" notifications@github.com
wrote:

Are you thinking the "percentage type" field should just be removed and
have the floor/ceiling options merged from both types? So for the floor
have the options:

  • No Floor
  • Pensions/SS
  • Defined Value (Inflation Adjusted)
  • As a Percentage of Portfolio
  • Percentage of Previous Year

And ceiling would have the options:

  • No Ceiling
  • Defined Value (Inflation Adjusted)
  • As a Percentage of Portfolio


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tster123 pushed a commit to tster123/cFIREsim-open that referenced this issue Jan 17, 2021
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