Sentences with phrase «using hypothetical returns»

Not exact matches

For those age 50 or older, one $ 6,500 yearly contribution could grow to more than $ 69,000 in 35 years.5 We used a hypothetical 7 % long - term compounded annual rate of return and assumed the money stays invested the entire time.

The hypothetical used to determine this year's pecking order: The starting quarterback of a league - average team goes down with a freak injury, and early reports offer no sign of his imminent return.

In addition, let's assume hypothetical expected returns for U.S. equities, Treasuries and cash of 4.4 percent, 1.6 percent and 1.2 percent respectively, using BlackRock Client Solutions» five - year return assumptions for various assets.

Using the most recent full cycle dating back to 2007 as a guide, a hypothetical portfolio of 60 % global stocks and 40 % Canadian bonds slightly edged the S&P / TSX Composite Index's cumulative return, but with almost half the amount of volatility (see the chart below).

Their presentations showcase lots of data, often using hypothetical (back - tested) returns.

If a database that is used in simulating portfolios omits the strongly negative returns of delisted stocks, the hypothetical results will be better than what actual portfolios can achieve in practice.

Using a venerable actuarial tool called the Linton Yield Method, these returns are derived by comparing the cash value policy to the alternative of buying lower premium term life insurance and investing the premium savings in a hypothetical alternative investment, such as a bank account or a mutual fund.

Any hypothetical rate of return used does not reflect actual performance or predict future results of the program.

To construct the hypothetical set of returns herein, we used this particular data file.

Here's a chart comparing the hypothetical 30 - year performance of someone investing $ 1,000 a month at 5 % returns a year, using a brokerage vs. robo - advisors.

So all returns since Jan»99 or Jan»17 are actual, whereas all of the returns of the Models below are hypothetical (because they just show past returns using current funding vehicles, which changed in the past).

Actual returns will most always be much lower than hypothetical, so the advisor has little incentive to calculate them accurately (also because their BD and Finra will let them use hypothetical - in other words, it's a completely legal fail.

Using a venerable actuarial tool called the Linton Yield Method, these returns are derived by comparing the cash value policy to the alternative of buying lower premium term life insurance and investing the premium savings in a hypothetical alternative investment, such as a bank account or a mutual fund.