Discriminator for the glidepath configuration type.
Array of waypoints defining the glidepath curve. Must contain at least one waypoint. Waypoints will be automatically sorted by age.
Specifies what the waypoint values represent.
Optional equityExpected annual return for equity portion (decimal format). Required when valueType is 'equityWeight', ignored when valueType is 'return'. Must be > -1.0 (cannot lose more than 100%).
Optional bondExpected annual return for bond portion (decimal format). Required when valueType is 'equityWeight', ignored when valueType is 'return'. Must be > -1.0 (cannot lose more than 100%).
Return-based waypoints
const config: CustomWaypointsGlidepathConfig = {
mode: 'custom-waypoints',
valueType: 'return',
waypoints: [
{ age: 25, value: 0.12 }, // 12% at 25
{ age: 40, value: 0.08 }, // 8% at 40
{ age: 65, value: 0.05 } // 5% at 65
]
};
Equity allocation waypoints
const config: CustomWaypointsGlidepathConfig = {
mode: 'custom-waypoints',
valueType: 'equityWeight',
waypoints: [
{ age: 20, value: 1.0 }, // 100% equity at 20
{ age: 35, value: 0.8 }, // 80% equity at 35
{ age: 50, value: 0.6 }, // 60% equity at 50
{ age: 65, value: 0.3 } // 30% equity at 65
],
equityReturn: 0.11,
bondReturn: 0.035
};
Generated using TypeDoc
Configuration for custom waypoints glidepath that uses user-defined age/value pairs with linear interpolation between points.
Use case: Custom investment strategies with specific target allocations or returns at key ages