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Rates of Return: What are my options for setting rates of portfolio returns?

Understand the difference between Weighted Average and Hypothetical Straight Line modes in Advizr

  • You can model portfolio returns in a client's plan using two different methodologies
  • Hypothetical Straight Line - Expected returns on portfolios are based on simple straight line returns as indicated by the user
  • Weighted Average - Uses the JP Morgan capital market assumptions average return expectations
  • An explanation of how this works can be found in this video: