After the end of each month we calculate the updated
hypothetical portfolio performance for each strategy and certain regions.
- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical
Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations
- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical
Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations
Not exact matches
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.
This illustration is
hypothetical and is not intended to represent the
performance of any security in a Fidelity ® Personalized
Portfolio.
The leading
performance benchmark for this strategy is the CBOE S&P 500 PutWrite Index (PUT), an index that measures the
performance of a
hypothetical portfolio that sells one - month S&P 500 ® Index (SPX) put options against collateralized cash reserves -LSB-...]
Their addition creates
Portfolio 4, with compound
performance of 10.5 %, enough to turn that
hypothetical $ 100,000 investment into $ 8.95 million.
(While the
performance of the fund itself is less important in the context of this discussion, it can be noted that over the evaluation interval the fund added a modest amount of value on a risk - adjusted basis, and so did the
hypothetical portfolio that contained it.)
SR CounterTrend II Nine Market
Portfolio Hypothetical Performance Summary $ 25 Round Turn Slippage and Commission
Mix programs together and set allocations to create and save a
hypothetical portfolio, updated with each month's
performance.
One Million Dollar
Portfolio Hypothetical Performance Summary For trading starting on November 9, 2016
Performance through February 28, 2017 $ 25 Round Turn Slippage and Commission
One Million Dollar
Portfolio Hypothetical Walk Forward
Performance Summary November 19, 2017 - March 23, 2018 Includes $ 25 Round Turn Slippage and Commission
One Million Dollar
Portfolio Hypothetical Performance Summary For trading starting on March 1, 2017
Performance through March 31, 2017 $ 25 Round Turn Slippage and Commission
This
portfolio planner tool offers a broad range of capabilities like tracking the
performance of your existing
portfolio, comparing it with a
hypothetical portfolio or any selected index, monitoring your
portfolio X-Ray and study in which global (geographically) regions did you invest, which market sectors did you invest your money and much more.
One Million Dollar
Portfolio Hypothetical Performance Summary through September 27, 2016 $ 25 Round Turn Slippage and Commission For trading between September 28, 2016 - November 8, 2016
One Million Dollar
Hypothetical Walk Forward
Portfolio Performance Summary Recommend for start of trading on September 1, 2017, Stopped on September 12, 2017 for the next update above.
One Million Dollar
Hypothetical Walk Forward
Portfolio Performance Summary Recommend for start of trading on April 1, 2017, Stopped on July 21 for the next update above.
One Million Dollar
Hypothetical Walk Forward
Portfolio Performance Summary Recommend for start of trading on July 23, 2017, Stopped on August 31, 2017 for the next update above.
One Million Dollar
Portfolio Hypothetical Walk Forward
Performance Summary Recommended for Start of trading on November 16, 2017.
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.
25K
Portfolio Hypothetical Walk Forward
Performance Summary November 9, 2016 - July 21, 2017 Includes $ 25 Round Turn Slippage and Commission
25K
Portfolio Hypothetical Walk Forward
Performance Summary November 19, 2017 - March 23, 2018 Includes $ 25 Round Turn Slippage and Commission
25K
Portfolio Hypothetical Performance Summary For Start of Trade on March 25, 2018.
100K
Portfolio Hypothetical Walk Forward
Performance Summary September 2015 - September 27, 2016 Includes $ 25 Round Turn Slippage and Commission
25K
Portfolio Hypothetical Walk Forward
Performance Summary September 28, 2016 - November 8, 2016 Includes $ 25 Round Turn Slippage and Commission
The
performance cited for the
hypothetical portfolio in each time period is the weighted average of each index's returns over that time period.
100K
Portfolio Hypothetical Walk Forward
Performance Summary March 1, 2017 - March 31, 2017 Includes $ 25 Round Turn Slippage and Commission
100K
Portfolio Hypothetical Walk Forward
Performance Summary November 9, 2016 - February 28, 2017 Includes $ 25 Round Turn Slippage and Commission
Hence the
hypothetical performance assumes that a
portfolio is adjusted / rebalanced only once a month for practical reasons.
Although the
hypothetical performance effects are moderate, constrained optimization generally results in increased volatility as the minimum - variance
portfolio characteristics become more like those of the cap - weighted benchmark.
The chart illustrates sub-factor
performance of value and momentum factor - based
hypothetical portfolios using the developed markets ex-US universe as defined by Hartford Funds, which includes the top 2,000 stocks of the large - cap universe as ranked by free - float market cap.
The chart illustrates sub-factor
performance of value and momentum factor - based
hypothetical portfolios using the US universe as defined by Hartford Funds.
Earnings Yield and Dividend Yield refer to the impact of specific underlying stocks on the
performance of the
hypothetical portfolios and do not reflect the earnings yield or dividend yield of Hartford ETFs or their indices.
While past
performance is no guarantee of future results, the benefits of lower correlation can be seen in the
performance of the indices and
hypothetical portfolios over the 15 - year period ending December 2016.
With those characteristics in mind, Exhibit 3 shows the
performance of a
hypothetical portfolio («MIX»), comprising a small position in Short VIX (7.5 % weighting), with the remainder in Low Volatility.
Each month, the AAII.com Web site provides a listing of the companies passing the Buffettology Sustainable Growth and EPS Growth screens and tracks the
performance of these stocks in
hypothetical portfolios.
Are you curious to see what the
hypothetical performance of this
portfolio has been over recent history?
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.
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.