Sentences with phrase «using historical performance»

Using historical performance of stock indices as a basis, a portfolio comprised solely of ETFs may limit the portfolio's exposure to the price fluctuations affecting individual stocks.

While it is often recommended to not use historical performance to predict future returns when making investments, that is exactly how it works with credit reports.

A planner would use historical performance averages to project future portfolio values and automatic calculations for variables such as inflation and life expectancy.

Only then, should an investor use historical performance measures to evaluate the screened list and only then with the sole objective of eliminating those funds that have had a history of sustained and significant under performance.

Given that big past losers have a mild tendency to keep losing, but past winners are likely to be average in the future, these findings should change significantly how one should use historical performance indicators.

Not exact matches

The following measures are used by the Company's management to evaluate financial performance against historical results and establish targets on a consolidated basis.

Internally, the Company's management uses these measures to evaluate performance against historical results, to establish financial targets on a consolidated basis and for other reasons, which are discussed below.

By using big data to identify performance trends by campaign and channel, marketers can evaluate KPIs, such as conversion rates, to help discover gaps and seize opportunities based on historical trends.

With over ten years of historical performance, the benefits of underwriting using OnDeck's proprietary data and analytics engine and the OnDeck Score are clear,» he added.

Management believes that presenting the Company's non-GAAP financial measures is useful to investors because it (i) provides investors with meaningful supplemental information regarding financial performance by excluding certain items, (ii) permits investors to view performance using the same tools that management uses to budget, make operating and strategic decisions, and evaluate historical performance, and (iii) otherwise provides supplemental information that may be useful to investors in evaluating the Company's results.

We've been consulting with clients on a variety of ways to extract keyword insight from ranked web pages, treating historical and limited keyword data as a sample and using alternative feedback in order to optimize search marketing performance.

It is calculated based on quarterly compounding, using the exact historical swing trade performance data detailed below the graph (please note disclaimer at bottom of page):

Quantitative investing assumes that future performance of a security relative to other securities may be predicted based on historical economic and financial factors, however, any errors in a model used might not be detected until the fund has sustained a loss or reduced performance related to such errors.

Based on historical performance and realistic expectations, we expect that a prudent use of SportsInsights.com's Smart Money Information can yield winning percentages in the range of 55 % -57 % and better.

Using CBO's baseline assumptions for spending growth, and assuming defense and nondefense R&D maintain their recent historical performance as a share of appropriations, the picture might look like the «baseline» scenario in figure 2.

You have the right to restrict or object to our processing if we are processing your data based on legitimate interests or the performance of a task in the public interest as an exercise of official authority (including profiling); using your data for direct marketing (including profiling); or processing your data for purposes of scientific or historical research and statistics.

Teachers will pick a time and place from their curriculum, explore it using theatre games and imagination, write from the point of view of a historical figure, and collaboratively create a mini-readers» theatre performance.

The awards are derived after carefully studying segment competition, historical vehicle performance and industry trends, and are based on analysis using only Canada - specific data.

Total return is used when analyzing a company's historical performance.

Retirement Analysis, including the Retirement Preparedness Measure (RPM), is based on information you provided and certain assumptions, including market performance assumptions based on hypothetical scenarios using historical index data.

The following chart shows the annual return for the funds invested from ages 45 to 60, using historical S&P performance from 2002 to 2016.

Decomposing performance of the S&P 500 EW relative to the S&P 500, using 2 Factor Brinson Attribution (showing sector allocation and security selection effects) illustrates the historical impact of EW variation relative to the cap - weighted benchmark.

It should be used to compare with historical performance or companies in the same industry.

Using the 10 - year U.S. Treasury Bond yield as the proxy for interest rates, Exhibit 1 shows the historical performance of the S&P 500 Low Volatility and S&P 500 indices in periods of significantly increased interest rates.

That said, Alpholio ™ provides a unique perspective on the historical performance of the fund or portfolio, which an investor can use to determine if the manager truly added value through his / her actions in the past.

Performance of cash equivalents was measured using the historical IA SBBI 30 - day U.S. Treasury Bill yields.

The performance of S&P AMT - Free Municipal indices can be used to measure how different segments of the muni market have performed over time; through them we can measure the historical performance of the three options.

In order to answer this question, I then performed exactly the same historical performance analyses to the ones described above, with the exception that instead of using the Vanguard Long - Term Treasury Fund for the fixed income portion of my portfolio, I employed the Vanguard Short - Term Federal Fund (ticker symbol: VSGBX), which exhibited a much more conservative increase in price over the 20 year period in question.

Through a historical performance analysis of the last 20 years looking at the most efficient frequency and asset class mixwith which to make contributions using dollar cost averaging, we discovered the following things:

Bonds as ballast — Let's examine the conventional wisdom by first looking at the historical ballast performance of bonds using FIRECalc again.

Almost all of the factors and smart beta strategies exhibit a negative relationship between starting valuation and subsequent performance whether we use the aggregate measure or P / B to define relative valuation.9 Out of 192 tests shown here, not a single test has the «wrong» sign: in every case, the cheaper the factor or strategy gets, relative to its historical average, the more likely it is to deliver positive performance.10 For most factors and strategies (two - thirds of the 192 tests) the relationship holds with statistical significance for horizons ranging from one month to five years and using both valuation measures (44 % of these results are significant at the 1 % level).

Using the regressions in Panel B to convert starting valuation into a rolling five - year forecast of relative performance, we plot in Panel C the historical forecasts of relative performance, compared to the actual five - year outcome from 1967 through March 2016.

I think this is important when used in conjunction with historical operating performance, though not necessarily as an indication of future share price.

I think I will definitely use this approach for investing in index funds and other types of investment vehicles where the ability to predict market performance is a little sketchier and they have a historical trend that is generally up.

You can see the individual historical performance for any of the ETFs we use by going to our ETFs page and clicking on their fund fact sheet.

To illustrate this pattern, consider the historical performance of the commonly used Standard & Poor's 500 Index (S&P 500).

Anything that does not include bear market performance can be very misleading, if you are using historical numbers for past performance.

For financial advisers, they're the oldest and most - commonly - used standardized method of showing what actual investment portfolios would look like in terms of funding vehicles, risk, asset class mix, income yields, and what the historical performance has been.

Linking returns uses the «Time Weighted» methodology, and is the standard used in accounting for past trades when calculating historical investment performance.

Linking returns uses the «Time Weighted» methodology, and is the standard used in accounting for past trades in calculating historical investment performance.

Destination Management Organisations will be able to use the solution to monitor in «real time» the impact of their marketing efforts in comparing reservations made during and outside the campaign period, and also benchmark their performance against competing destinations for future and historical periods to make better long - term plans and investment decisions.

Business travelers can make use of the hotel's conference, and meeting room, which accommodates up to 90 people, and nearby activities include antiquing and auctions, visiting historical sites, taking in live theater and opera performances, or strolling around the historic town.

Kessling works across a range of media such as photography, film, and performance, and here the images reflect performative tools for exploring identity, often juxtaposing the artist's own body with objects and materials such as dust sheets, clay, fabric and paper bags used with transformative effect — the temporal nature of the performative movement frozen in a single gesture — a single still from an action, or a response to an art - historical identity.

Using installation, sculpture, performance, sound, and community - based actions, I examine historical narratives and spatial codes, both individually and collectively.

October 18 - 19 Ryan Kelly is a Philadelphia multimedia artist who references historical figures and uses pop culture and myth in his allegorical performances and videos.

, discussing directions in which photographic collections could or should develop, Discussing Provoke, a cross-analysis of the cult Japanese photo magazine, its historical context and its ties to the emergence of performance art in Japan in the 1960s, Photography Beyond the Image, on techniques used to produce photographic works that seek to go beyond the production of an image; Photography & Cinema in Practice, discussing vernacular photography in cinematic production and the role of still photography in the history of art; and The Artist As..., discussing the different roles that artists undertake.

Using a diverse range of media spanning moving - image, text, performance and assemblage, she has formed a body of work that responds to the social and historical context found in the public and private spaces we inhabit.

Chetwynd uses a variety of historical theatrical forms, from Brechtian drama to puppet shows, often within the same performance.

She uses installation and performance to honor the past while revising historical memory.

Using organised events, encounters, performance and participation her work explores the psychology of place and the resonance of historical uses of site in contemporary behaviour.