Sentences with phrase «hypothetical investments of»

Check out the following chart, which shows hypothetical investments of $ 100,000 in the Near - Term Tax Free Fund and S&P 500 stocks at the end of 1999.

10 — Share Checker - Check the value of a hypothetical investment of $ 10,000 of any share, ETF or mutual / managed fund listed in the Sharesight database.

This chart illustrates a hypothetical investment of $ 100 a month, over a period of 38 years and with a fixed 5 % rate of return.

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.

«If you had that hypothetical never - sleeps, infinite - capacity, perfect - memory chief of staff, we'd get a lot more leverage out of the investment we make in all these IT systems and software platforms.»

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.

In the absence of the transactions tax, our hypothetical saver would realize $ 8,771 in gross investment returns.

Compare the growth of a hypothetical $ 10,000 investment in our VLUE ETF to an average of comparable actively managed value funds †.

Compare the growth of a hypothetical $ 10,000 investment in our MTUM ETF to an average of comparable actively managed growth funds †.

The chart illustrates the performance of a hypothetical $ 10,000 investment made in the fund during the depicted time frame, compared to its benchmark index.

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.

[6] The following is a hypothetical illustration of mathematical principles and in no way is meant to predict or project the performance of an investment or investment strategy.

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 Hypothetical Growth of $ 100 chart reflects a hypothetical $ 100 investment and assumes reinvestment of dividends and caHypothetical Growth of $ 100 chart reflects a hypothetical $ 100 investment and assumes reinvestment of dividends and cahypothetical $ 100 investment and assumes reinvestment of dividends and capital gains.

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 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.

Cumulative market value illustrates a hypothetical total return for an initial investment of $ 10,000.

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.

The projects or other information generated by Idea Hub regarding the likelihood of various investment outcomes at expiration are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

The following is a hypothetical illustration of mathematical principles, based on historical results and in no way is meant to predict or project the performance of an investment or investment strategy.

A chart on its website says that a $ 10,000 balance would incur annual fees of about $ 127, compared with hypothetical gains of $ 190, based on a conservative investment.

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 projections and other information generated by MoneyGuidePro regarding the likelihood of various investment outcomes are hypothetical in nature, are not guarantees of future results and do not reflect actual investment results.

IMPORTANT: The projections or other information generated by this Monte Carlo simulation analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

I'm a visual person and this graph I shared last year including hypothetical examples for what monthly investments of $ 50, $ 100, and $ 300 can result in was so helpful for me.

Anyway, this hypothetical depiction of what a $ 50 vs. $ 100 vs. $ 300 monthly college savings investment could render totally got my wheels spinning.

Over this 13 - year period, the hypothetical investment returns for CHAA companies were significantly higher than average S&P 500 returns — as much as triple in some of the scenarios.

Investment scenarios were created and analyzed for the period spanning 2001 to 2014, using a hypothetical initial investment ofInvestment scenarios were created and analyzed for the period spanning 2001 to 2014, using a hypothetical initial investment ofinvestment of $ 10,000.

Over the years I have found that it's helpful for people to study some tables of numbers that show hypothetical investment returns and withdrawal rates.

These numbers are easier to comprehend if you calculate the growth of a hypothetical $ 100 initial investment in 1970.

This is a hypothetical example to show the benefits of making monthly investments over time.

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 details).

As with all hypotheticals, this example does not represent the performance of any specific investment and the earnings would be subject to taxation upon withdrawal at then - current rates and subject to penalties for early withdrawal.

Another three years of saving plus investment returns on new and existing savings for our hypothetical 55 - year - old socking away 20 % a year would boost the value of her nest egg by roughly $ 135,000 to about $ 515,000.

Their addition creates Portfolio 4, with compound performance of 10.5 %, enough to turn that hypothetical $ 100,000 investment into $ 8.95 million.

I track several hypothetical ETF and stock screens for free on the right hand side of Scott's Investments.

This chart illustrates the performance of a hypothetical $ 10,000 investment made in the Fund on the Inception Date.

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.

A hypothetical $ 100,000 investment on January 1st over these periods ranged from a high of $ 209,470 to a low of $ 87,006.

For the hypothetical $ 400,000 home, this «loan - to - value» (LTV) of 80 % requires a $ 320,000 investment from the lender, and an $ 80,000 down payment for the borrower.

Virtual trading platform allows options investors to try out scenarios and view hypothetical results of stock trades before risking their investment dollars.

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).

This hypothetical example shows that if you started with an initial investment of $ 75,000 in a taxable account over a 30 - year time - frame, it would grow to $ 266,740, assuming a 6 % rate of return.

The accompanying hypothetical example shows the growth potential of a tax deferred investment vehicle.

There are dozens of online calculators that can show you how much a hypothetical investment can be worth over time.

Since inception of the investor class, 10/31/2014 to 3/31/2018 Chart represents a hypothetical example of an investment in the Mid Cap Value Fund representing historical returns

The chart included in the article illustrates the performance of a hypothetical $ 1,000 investment made in the Fund on 1/1/2005.

Hypothetical illustrations are not exact representations of any particular investment, as you can not invest directly in an index or fund - group average.