Sentences with phrase «hypothetical returns»

To answer that question, we plotted the two - year hypothetical return of this value strategy starting from the bottom of the six largest relative drawdowns experienced prior to the current one.

I tracked hypothetical returns for a portfolio of DXJ, DBU, LSC, and JJE and excluded GAZ and UNG.

To answer that question, we plotted the two - year hypothetical return of the value approach starting from the trough of the largest six relative drawdowns since 1962.

There's nothing wrong with using hypothetical returns.

But because Models are the most logical way for advisors to invest money for clients, Finra and BD compliance will let advisors use them with hypothetical returns, as long as it's done properly.

-- We can't model / provide hypothetical returns («heavens, that's pretty much akin to fraud!»)

Hypothetical Returns Before and After Fees (AKA Hypo): When you see «fees» in all of this, it means investment management fees that a professional advisor would charge their clients.

The only places you'll see hypothetical returns are on the spreadsheet «Models for Month Year.xlsx» (that you get when you buy them), the Model portfolio's «demo,» and those shown on the first row of the table on the main asset allocation page.

Actual and hypothetical returns of just the Aggressive Fee - Based Model, compared to the same Index Model, the markets, our American Funds model, are on the table mid-page here.

For more evidence that it's inadvisable to buy the half - point, we'll test the hypothetical return on investment for both examples.

The Vanguard paper, called Recessions and Balanced Portfolio Returns, looks at the hypothetical returns of a blend of 50 % high - quality US bonds and 50 % US stocks, going all the way back to 1926.

Of course, this stylized example only «worked» because our hypothetical returns were skewed to the right; formally, the average return was greater than the median return.

The Rule of 72 is a mathematical concept, and the hypothetical return illustrated is not representative of a specific investment.

Expected standard deviation is approximated by analyzing the backtest of the hypothetical returns of the current allocations in each given investment strategy over the most recent 10 - year period, and any forward - looking views and assumptions.

My motto for considering annuities is: «Buy annuities for what they will do (contractual guarantees), not what they might do (hypothetical returns).

Hypothetical Returns: Returns shown on the spreadsheet «Toolsformoney Models for Month Year.xlsx» (that you'll get when you buy them), the Model portfolio's «demo,» and those shown on the first row of the table on the Main asset allocation tutorial page, are all «hypothetical.»

This linkage makes the past returns as realistic as possible, and much more accurate than hypothetical returns.

Hypothetical returns (not accounting for past trades) of all of the models, with fees deducted, are on the model demo Word docx here.

Both our Model's hypothetical returns and their actual returns (accounting for past trades and rebalancings) are shown on the first two rows on the table below so you can see these huge differences.

As you can see by comparing the first and second row of the table on the Main asset allocation page, hypothetical returns are usually much higher in shorter time frames (less than five years) than actual returns.

Most advisors using their own models are usually showing these kinds of hypothetical returns, so judging performance using these numbers can be VERY misleading.

Hypothetical returns of each asset classes» current mutual fund pick, compared to its benchmark index are on the table mid-page here.

In this example, I used a hypothetical return for BTID / BTSD that mirrored the whole life dividend interest rate so that you had a reference point.