Methods·7 min read

Monte Carlo Simulation

Instead of predicting one outcome, Monte Carlo runs thousands of random scenarios to show the full range of what could happen to your portfolio.

The Core Idea

Why one forecast isn't enough

Traditional forecasts give you a single number: "your portfolio will be worth $X in 20 years." But markets are uncertain. Monte Carlo simulation generates thousands of possible futures by randomly sampling from historical return distributions.

The process

Define inputsRandom samplingRun 10,000+ pathsAnalyze distribution
How It Works

Geometric Brownian Motion

The mathematical model behind each simulated price path.

St+1 = St × e(μ - σ²/2)Δt + σ√Δt · Z
S

Stock price

μ

Expected return

σ

Volatility

Z

Random normal

Each simulation step takes the current price, applies the expected drift (μ), adjusts for volatility (σ), and adds a random shock. Repeating this across thousands of paths creates a probability distribution of outcomes.

What You Learn

Key metrics from simulation

MetricWhat it tells youGood range
Median outcomeThe most likely portfolio value
5th percentileWorst-case scenario (95% confidence)Higher = safer
CAGRCompound annual growth rate7–12%
Sharpe RatioReturn per unit of risk> 1.0
Max DrawdownWorst peak-to-trough decline< 30%
Interpretation

Reading the fan chart

The fan chart shows percentile bands from the simulation. The dark center band (25th–75th percentile) represents the most likely outcomes. The outer bands (5th–95th) show tail risks and best cases.

More paths = more precision

10,000 simulations give a smooth, reliable probability distribution.

Shape matters

A wide fan means high uncertainty. A narrow fan means predictable outcomes.

Risk management

Focus on the 5th percentile — that's your 'bad luck' scenario to plan for.

Not a prediction

Monte Carlo shows probabilities, not certainties. It's a tool for thinking, not fortune-telling.

Key takeaway: Monte Carlo simulation doesn't predict the future — it maps the landscape of possibilities. Use it to stress-test your portfolio and understand how much risk you're really taking.