Use this tool to create
hypothetical investment portfolios, compare portfolios or compare investments using Franklin Templeton and other funds.
Let's start with the simplest input file that contains just two transactions in
a hypothetical investment portfolio: a deposit of cash into the investment account and a purchase of a single mutual fund, both on the same date.
Not exact matches
Researchers tested a blizzard of potential «drawdown strategies» — that is,
hypothetical rates of spending in retirement, mapped against
investment returns on people's savings — to analyze which had the best chance to keep up with inflation and sustain a
portfolio through a long retirement.
A 10 - times return over six years, a
hypothetical holding period, means an investor rate of return of 46 percent, although returns are inherently diluted by other
investments in the
portfolio.
As you can see in the chart below, based on
investment performance for the 35 - year period beginning in 1972, a
hypothetical balanced
portfolio of 50 % stocks, 40 % bonds, and 10 % short - term
investments would have done quite well for a retiree who limited withdrawals to 4 % annually.
Consider the performance of 3
hypothetical portfolios in the wake of the 2008 — 2009 financial crisis: a diversified
portfolio of 70 % stocks, 25 % bonds, and 5 % short - term
investments; a 100 % stock
portfolio; and an all - cash
portfolio.
Consider the performance of 3
hypothetical portfolios: a diversified
portfolio of 70 % stocks, 25 % bonds, and 5 % short - term
investments; an all - stock
portfolio; and an all - cash
portfolio.
The NWQ Fiduciary Model
Portfolio is a hypothetical model portfolio only, comprised of actual investment funds that have reported monthly net performance during the time peri
Portfolio is a
hypothetical model
portfolio only, comprised of actual investment funds that have reported monthly net performance during the time peri
portfolio only, comprised of actual
investment funds that have reported monthly net performance during the time period shown.
Given the above assumptions for retirement age, planning age, wage growth and income replacement targets, the results were successful in 9 out of 10
hypothetical market conditions where the average equity allocation over the
investment horizon was more than 50 % for the
hypothetical portfolio.
Scott's
Investments was originally created to consolidate
investment resources and strategies, and it later expanded to include commentary on
investment strategies and free
hypothetical portfolios tracked in real - time.
The screen is tracked publicly as a continuous
hypothetical portfolio with a starting balance of $ 100,000 on Scott's
Investments (see the right hand column for a link to the spreadsheet).
The screen is tracked publicly as a continuous
hypothetical portfolio with a starting balance of $ 100,000 on Scott's
Investments.
Please note that these
hypothetical portfolios are NOT intended to illustrate the
investment results that were actually achieved or could have been achieved by any of our clients.
The Reddit
Investment Club manages a
hypothetical $ 600K
portfolio (click on Current Portfolio on the right hand side of the club's home page to see a spreadsheet with all the
portfolio (click on Current
Portfolio on the right hand side of the club's home page to see a spreadsheet with all the
Portfolio on the right hand side of the club's home page to see a spreadsheet with all the details).
Their addition creates
Portfolio 4, with compound performance of 10.5 %, enough to turn that
hypothetical $ 100,000
investment into $ 8.95 million.
The second example uses a
hypothetical buy - and - hold
portfolio with a focus on equity
investments:
The screen is tracked publicly as a continuous
hypothetical portfolio with a starting balance of $ 100,000 on Scott's
Investments (see the right hand column for a link to the spreadsheet).
The top stocks are then added to a
hypothetical portfolio and tracked publicly on Scott's
Investments.
Consider the performance of 3
hypothetical portfolios: a diversified
portfolio of 70 % stocks, 25 % bonds, and 5 % short - term
investments; an all - stock
portfolio; and an all - cash
portfolio.
Our model
portfolio has a portion allocated to companies producing oil and iron, but we are balancing those
investments with other themes like agriculture products, domestic demand, precious metals, emerging fixed income, currency fluctuations, and the
hypothetical undervaluation of some stock and closed - end funds, while monitoring other possibilities.
The
hypothetical portfolio is based on Josef Lakonishok, Andrei Shleifer, and Robert Vishny's («LSV») Two - Dimensional Classification from their landmark Contrarian
Investment, Extrapolation and Risk paper.
The
hypothetical laddered
portfolio is defined by user inputs (i.e. the maturity start and end year in the tool above) where an equal
investment is allocated to each maturity from «x» to «y» years.
This statistical simulation runs thousands of individual scenarios based upon the forecasted, pre-tax expected returns and the anticipated standard deviation of returns of the
hypothetical, back - tested
investment portfolio.
I began a
hypothetical ETF
portfolio which combine the above 2 strategies and track it publicly on Scott's
Investments.
I have improved the way the
portfolio is tracked on Scott's
Investments — it is now tracked as a
hypothetical portfolio as if it were being managed real - time, with a $ 10,000 starting balance.
Given the above assumptions for retirement age, planning age, wage growth, and income replacement targets, the results were successful in 9 out of 10
hypothetical market conditions where the average equity allocation over the
investment horizon was more than 50 % for the
hypothetical portfolio.
The
hypothetical illustrations below show how this
investment strategy and the use of systematic withdrawals may fit as part of a well - diversified retirement income
investment portfolio.
The screen will now be tracked publicly as a continuous
hypothetical portfolio with a starting balance of $ 100,000 on Scott's
Investments (see the right hand column for a
portfolio titled «High Yield Stocks with Staying Power»).
The screen is tracked publicly as a continuous
hypothetical portfolio with a starting balance of $ 100,000 on Scott's
Investments (see the right hand column for a
portfolio titled «High Yield Stocks with Staying Power»).
As you can see in the chart below, based on
investment performance for the 35 - year period beginning in 1972, a
hypothetical balanced
portfolio of 50 % stocks, 40 % bonds, and 10 % short - term
investments would have done quite well for a retiree who limited withdrawals to 4 % annually.
Given the above assumptions for retirement age, planning age, wage growth, and income replacement targets, the results were successful in nine out of 10
hypothetical market conditions where the average equity allocation over the
investment horizon was more than 50 % for the
hypothetical portfolio.
The chart below provides an example of the effect of charge offs on the NAR of a
hypothetical portfolio that makes a one - time
investment in Notes each with a 36 month term and 12.80 % effective interest rate, holds those Notes through to their maturity, and makes no further
investments.
Indices are unmanaged,
hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual
investment portfolio.