The Nest Egg approach to investing is based on a Monte Carlo simulation that calculates the probability of reaching your financial goals.
By answering a short series of questions, Nest Egg is able to determine your risk tolerance level and assign you a corresponding Nest Egg number. This number combined with your investment objective enables Nest Egg to create a personalized portfolio and plan to assist you in obtaining your financial goals. Once your portfolio is created, a Monte Carlo simulation is run to see how likely you are to reach your investment goal. A Monte Carlo simulation is a probability analysis that uses stock market data and averages to give you an idea on whether or not you will attain your financial goals. It is important to note that the projections are based on historical data and averages and that past performance does not guarantee future returns.