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HORIZON model overview

Each Action Report period, the HORIZON™ computer model completes the follows.

  1. The performance history for each investment choice is first divided into multiple time slices.

  2. Next, the performance direction (up or down), degree (magnitude of movement) and the duration (elapsed time) in each time slice are evaluated (i.e., HORIZON™ 3D-Analysis™ ).

  3. A weighting is then applied to each time slice.

  4. The sum of each of the performance time slice weightings are added together to produce the HORIZON™ Score for the fund.

  5. A HORIZON™ Model Portfolio Allocation percentage amount is then determined for each choice based on the relative Scores of the other choices.

The number of time slices, the weighting algorithms and the portfolio allocation percentages are the results of five years of extensive study by the Compass Institute. Over 500,000 possible permutations were tested to develop the correct combination of factors that would provide the optimal results when applied to any well-balanced collection of fund choices.

 

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