Sentences with phrase «performance of my model portfolios»

When I update the performance of my model portfolios, the returns I use are based on the annual change in each fund's net asset value (NAV).

The recent performance of my model portfolios has been excellent: in 2013, the humble Global Couch Potato returned more than 15 %, and over the last five years, a balanced index portfolio could easily have achieved 10 % annualized returns.

Clients should be aware that their individual account results may not exactly match the performance of the Model Portfolios.

Clients should be aware that their individual account results may not exactly match the performance of the Model Portfolios or any Motley Fool real money portfolio services.

Not exact matches

HAS» use of ROIC to measure performance ensures executives» interests are aligned with shareholders» interests and earns it a spot on May's Exec Comp Aligned with ROIC Model Portfolio.

JBSS» use of economic earnings to measure performance also earns it a spot on October's Exec Comp Aligned with ROIC Model 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 period sModel Portfolio is a hypothetical model portfolio only, comprised of actual investment funds that have reported monthly net performance during the time periPortfolio is a hypothetical model portfolio only, comprised of actual investment funds that have reported monthly net performance during the time period smodel portfolio only, comprised of actual investment funds that have reported monthly net performance during the time periportfolio only, comprised of actual investment funds that have reported monthly net performance during the time period shown.

They also use our models and performance attribution tools to understand the drivers of return in their portfolios.

Compare more than 11,000 funds and ETFs from across the industry; model and analyze custom - built portfolios using a wide range of performance and risk metrics.

At the top of the list performance wise was the Ben Graham value investor model and the portfolio based on Warren Buffett's approach.

- 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 calculamodel 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 calportfolio 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 calportfolio 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 calportfolio 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 calPortfolio 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 calculaModel 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 calPortfolio 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 calPortfolio 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 calPortfolio 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 calPortfolio 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

PEP's use of ROIC to measure performance also earns it a spot on September's Exec Comp Aligned with ROIC Model Portfolio.

- 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 calculamodel 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 calportfolio 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 calportfolio 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 calportfolio 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 calPortfolio 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 calculaModel 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 calPortfolio 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 calPortfolio 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 calPortfolio 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 calPortfolio 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

From the start of the month, through the close of trading on September 19, (the most recent performance update here on our website), the ETF trading of our model trading portfolio have gained $ 2,491 this month (75 % win rate on 4 trades, with the avg.

Performance assessment, portfolios, and projects (Resnick & Resnick, 1992) were advanced by both educators and measurement experts as assessment models that might foster effective teaching, learning, and measurement of worthwhile outcomes (Shepard, 1989; Simmons & Resnick, 1993; Wiggins, 1993).

Effective and accurate growth models can include a combination of state assessments, teacher - developed assessments, portfolios, grade point averages, and performance assessments such as essays and projects.

The new RS 3 Sportback takes the total number of RS models offered by quattro GmbH, the high - performance subsidiary responsible for developing and building the most extreme models in the Audi portfolio, to seven.

The German automaker's performance house, Mercedes - AMG has expanded its portfolio with the addition of three new mild - hybrid models that were unveiled at the ongoing Detroit Motor Show 2018.

As the high - powered top model of the new compact class, the CLA 45 AMG broadens the portfolio of Mercedes - Benz's high - performance brand to offer a fascinating high - performance vehicle in this class, too.

Commenting on the full year performance, Andy Goss, Jaguar Land Rover Group Sales Operations Director, said: «This has been a significant year for Jaguar Land Rover, with updated models being introduced across the range, as well as the addition to our portfolio of the completely new Jaguar XE and Land Rover Discovery Sport.

«With the new 53 - series models we are extending our portfolio in a first step towards a hybridised future with a leading - edge combination of sporty design, performance and efficiency.

The new special - edition model marks the return of the Redline name to the GM portfolio that previously was seen on high - performance versions of Saturn vehicles like the Sky roadster and Vue crossover.

«With the new 53 - series models we are extending our portfolio in a first step towards a hybridised future with a leading - edge combination of sporty design, performance and efficiency,» says Tobias Moers, Chairman of the Board of Management at Mercedes - AMG GmbH.

The MINI Coupé represents the faithful transposition of the brand's sporting DNA into a cutting - edge vehicle concept with a new interpretation of the super-compact sports car class; unrivalled handling agility and the best performance figures in the model portfolio.

The Model Shadow Stock Portfolio has recovered from the poor first - quarter performance and has a year - to - date return of 4.0 %.

All the software we have built in the past 20 years — the order types and trading algos, account management, research, risk analytics, performance reporting, portfolio modeling and rebalancing tools — are all available to our customers free of any extra charge.

Traditional wrap programs are based on the original model developed by E.F. Hutton in 1975, with minimum investments between $ 100,000 and $ 200,000, fees between 1 % and 3 % of the net assets in the account, and «wrapped» services that include portfolio management, asset allocation, custodial services, execution of transactions, and preparation of quarterly performance reports.

In 2012, all of the model portfolios delivered remarkably similar performance, with returns between 8 % and 9 %.

Whenever I update the returns of my model portfolios, readers ask how the performance would have been different had they added money to the portfolios money each month.

Model Shadow Stock Portfolio Performance & News The AAII Model Shadow Stock Portfolio, which is a real - money portfolio of micro-cap value stocks, lost 1.85 % Portfolio Performance & News The AAII Model Shadow Stock Portfolio, which is a real - money portfolio of micro-cap value stocks, lost 1.85 % Portfolio, which is a real - money portfolio of micro-cap value stocks, lost 1.85 % portfolio of micro-cap value stocks, lost 1.85 % in April.

I modeled the 5 - year performance of the portfolio using VIG in lieu of DGRW (which is too new to include) and found that the 3 ETF portfolio above delivered exceptional returns vs. the S&P 500 ETF.

This chart shows the performance of the Aggressive model portfolio model portfolio since inception (3/31/02) compared to the S&P 500 (including dividends) as represented by the Vanguard 500 fund (VFINX) based on an initial investment of $ 10,000.

The Subadvisor's portfolio decision - making process is primarily quantitative and driven by proprietary models which rank securities based on fundamental measures of value, past performance and indicators of recent positive changes.

Table 1 lists the current holdings of the Model Shadow Stock Portfolio, and Figure 1 and Table 2 report on the portfolio's perPortfolio, and Figure 1 and Table 2 report on the portfolio's perportfolio's performance.

Remember to carefully look at past business performance, the business model and most importantly board and management motivation to detect and keep capital killers out of your portfolio.

The Black - Litterman model supports both absolute views (expected return for the given asset) and relative views (asset # 1 will outperform asset # 2 by X), and addresses many of the shortcomings of mean - variance optimization, which often results in concentrated portfolios based on past asset performance.

The model portfolios do not attempt to consider the effect of income taxes on performance or returns and does not reflect any opinion on the tax ‐ appropriateness of the portfolio for any investor.

To better understand the currency risk of the portfolios beyond tracking relative performance and currency movements, we use the Northfield U.S. Macroeconomic Equity Risk Model to breakdown total portfolio risk.

Dear Srikanth, Your model portfolio is followed by many of your fans.If possible, analyse mid year performance of mutual funds in your portfolio.

The objective of the Odlum Brown Model Portfolio is to beat the performance of the Canadian benchmark stock index, the S&P / TSX Total Return Composite, while limiting risk and preserving capital.

The AssetBuilder (AB) constructed portfolios — Model Portfolios — have been developed based on historical performance of the standard asset classes (stocks, bonds and cash) and of representative market index fundportfolios — Model Portfolios — have been developed based on historical performance of the standard asset classes (stocks, bonds and cash) and of representative market index fundPortfolios — have been developed based on historical performance of the standard asset classes (stocks, bonds and cash) and of representative market index fund measures.

They project net portfolio performance at the asset level based principally on the Capital Asset Pricing Model (CAPM, alpha plus market beta) of asset returns.

Compare more than 11,000 funds and ETFs from across the industry; model and analyze custom - built portfolios using a wide range of performance and risk metrics.

The performance numbers displayed for each of the MAXadvisor Powerfund Portfolios represent the performance for investors who have owned the underlying mutual funds and exchange - traded funds (ETFs) shown in the model portfolios (in the recommended allocations) since inception of the portfolios on March 3Portfolios represent the performance for investors who have owned the underlying mutual funds and exchange - traded funds (ETFs) shown in the model portfolios (in the recommended allocations) since inception of the portfolios on March 3portfolios (in the recommended allocations) since inception of the portfolios on March 3portfolios on March 31st, 2002.

In addition, investors are advised that past fund performance or past model portfolio performance is no guarantee of future price appreciation.

Investors following the model portfolios may have achieved different returns, either higher or lower, than our quoted returns, based on the date they purchased the portfolios and / or the amount of deviation in their allocation percentages from the ones used to calculate model portfolio performance.

Backtested performance also differs from actual performance because it is achieved through the retroactive application of model portfolios (in this case, IFA's Index Portfolios) designed with the benefit of portfolios (in this case, IFA's Index Portfolios) designed with the benefit of Portfolios) designed with the benefit of hindsight.

Remember, since I don't follow my own advice and thus don't have equal size positions (sorry Monish, I just haven't gotten there yet), the performance of my personal portfolio is not exactly reflective of what a portfolio of equally weighted positions in each of the securities in the model portfolio might have produced.

They can not be invested in like all of the other Model Portfolios, and so they just serve as a point of reference for comparison purposes (so model performance can be compared apples - to - apples after linking retuModel Portfolios, and so they just serve as a point of reference for comparison purposes (so model performance can be compared apples - to - apples after linking retumodel performance can be compared apples - to - apples after linking returns).

SUMMARY OF EXPERIENCE * Experienced in Bank Loan portfolios * Day to day management of Separate Accounts * Part of Collateral Management Team overseeing several CLOs through full cycle * Experienced in Portfolio decision making * Portfolio Analytics and Performance Attribution * Developing Portfolio Models, and Monitoring Portfolio Risk * Broad experience with multi-disciplinary teams - accounting, legal, product management.OF EXPERIENCE * Experienced in Bank Loan portfolios * Day to day management of Separate Accounts * Part of Collateral Management Team overseeing several CLOs through full cycle * Experienced in Portfolio decision making * Portfolio Analytics and Performance Attribution * Developing Portfolio Models, and Monitoring Portfolio Risk * Broad experience with multi-disciplinary teams - accounting, legal, product management.of Separate Accounts * Part of Collateral Management Team overseeing several CLOs through full cycle * Experienced in Portfolio decision making * Portfolio Analytics and Performance Attribution * Developing Portfolio Models, and Monitoring Portfolio Risk * Broad experience with multi-disciplinary teams - accounting, legal, product management.of Collateral Management Team overseeing several CLOs through full cycle * Experienced in Portfolio decision making * Portfolio Analytics and Performance Attribution * Developing Portfolio Models, and Monitoring Portfolio Risk * Broad experience with multi-disciplinary teams - accounting, legal, product management...