Any calculator or comparison tool missing?

I would suggest realizing a CH CHF calculator based on CHF/USD data from the last ~50 years, as discussed here ff.

It would provide a better basis for planning a retirement in Switzerland as compared to the current CH CHF calculations with the Advanced FIRE Calculator on one hand and to attempts to adjust the results of US USD calculations to Switzerland on the other hand.
 
Max said:
I would suggest realizing a CH CHF calculator based on CHF/USD data from the last ~50 years, as discussed here ff.

It would provide a better basis for planning a retirement in Switzerland as compared to the current CH CHF calculations with the Advanced FIRE Calculator on one hand and to attempts to adjust the results of US USD calculations to Switzerland on the other hand.
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I am not sure I get it.

Are you suggesting a new calculator or an improvement to the advanced fire calculator that would do bootstrapping on a given period?
 
Baptiste Wicht said:
Are you suggesting a new calculator or an improvement to the advanced fire calculator that would do bootstrapping on a given period?
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Sorry if I was unclear. Actually, my suggestion was rather general. As for the specific implementation - you are the boss :) If you like, we can discuss the options.
 
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Max said:
Sorry if I was unclear. Actually, my suggestion was rather general. As for the specific implementation - you are the boss :) If you like, we can discuss the options.
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Ok, I have taken note of that.

I am going to plan to do some content with historical sampling and potentially Monte Carlo simulations. Once the code and article is done, I can improve the calculators to take advantage of that.
 
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Great thanks for the new calculation options! I am looking forward to your blog post on CH/CHF calculation.

And now for something completely different (c). Swiss real estate is a very popular investment class in Switzerland. As one can see on the screenshots from this video, this class, when compared to Swiss stocks, has a moderately lower performance (6.8% vs. 7.9%) and a much lower volatility (10% vs. 22%). Such a combination could be advantageous for a mixed FIRE portfolio.

Have you thought of adding Swiss real estate to the Advanced FIRE calculator?

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Max said:
Have you thought of adding Swiss real estate to the Advanced FIRE calculator?
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Adding new data to the calculator is trivial, but finding data is hard.

I would need at least 50 years of monthly returns of Swiss real estate to integrate it and I have not found it, at least not free.
 
Baptiste Wicht said:
I think that the data for real estate single family house from Wuest Partner sounds the best for inclusion. What do you think?
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Unfortunately, my understanding of the Swiss RE market is too poor to make a reasoned opinion. Wuest Partner is not an investment product, so we should maybe try to imagine what a "typical" RE investment product has in its basket. But then it gets arbitrary...

A numeric approach could be to take single RE types (apartments, houses, buildings) and compare them with a known investment product (like UBS SXI Real Estate® Funds ETF, data available since 2010) to find a good match.

Above I assumed that data for different RE types are significantly different from each other. If not, then any one can be taken, for sure :)

BTW, the SXI Real Estate Selected Funds Index monthly data are only available since 1982, they are annual between 1960 and 1982. And they seem to be only available from SIX Group through licensing or for research purposes 🫤 For free one gets only the data since 1995 [page, sheet].
 
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