Orion Social | Jina Horton | Activity https://social.orionadvisor.com/members/jina-horton/activity/ Activity feed for Jina Horton. Wed, 14 Oct 2026 19:26:47 -0500 https://buddypress.org/?v= en-US 30 hourly 2 22c4e2840553c5cad430a1a606334a31 Jina Horton changed their profile picture https://social.orionadvisor.com/activity/p/6889/ Wed, 18 Oct 2017 18:22:21 -0500 0 74b674932272ed6f95e3a484e5adf95e Jina Horton posted a new activity comment https://social.orionadvisor.com/activity/p/5873/#acomment-5880 Mon, 21 Aug 2017 14:53:07 -0500 @allenpetersonwealth-com Absolutely! I’ll give you a call today to discuss this.

In reply to - Allen Padilla posted an update Hi @jina-horton, I hope you are doing well. You are my guru, sensei, master. I come to you with another question. Again, not necessarily a case question, but more of a learning […] ]]> 6936a061594c7ec5bbdb97f5a43da66a Jina Horton started the topic in the forum Performance https://social0.wpengine.com/forums/topic/ascent-2017/ Mon, 17 Jul 2017 17:55:39 -0500 Ascent 2017 is quickly approaching! With 5 sessions dedicated to Performance, we’re sure you’ll leave the conference with a wealth of knowledge.

Which session are you most excited to attend and what are you hoping to gain from it?

Ascent 2017

Session#3 – Helping You Understand Your Client’s Performance – An In-Depth Experience
Session#6 – P…[Read more]

]]> 083335d59509f157a7c17762eabd26da Jina Horton started the topic in the forum Performance https://social0.wpengine.com/forums/topic/ascent-2017/ Mon, 17 Jul 2017 17:55:39 -0500 Ascent 2017 is quickly approaching! With 5 sessions dedicated to Performance, we’re sure you’ll leave the conference with a wealth of knowledge.

Which session are you most excited to attend and what are you hoping to gain from it?

]]> 7ececc5ba978f45c4ea96ebe8830bd16 Jina Horton posted a new activity comment https://social.orionadvisor.com/activity/p/4946/#acomment-4965 Fri, 23 Jun 2017 15:53:57 -0500 @allenpetersonwealth-com It is always a pleasure to speak with you. Thank you…I’m happy to help!

In reply to - Allen Padilla posted an update @jina-horton, Thank you for sharing your awesomeness with us today. We always appreciate your kind and thoughtful service. You are one of a kind. ]]> 09195a70b8151ac8087333f48342a554 Jina Horton replied to the topic Unmanaged Asset Options in the forum Performance https://social0.wpengine.com/forums/topic/unmanaged-asset-options/#post-1535 Mon, 19 Jun 2017 19:12:06 -0500 Thank you, Brad. We are looking at tracking Change History for excluding Assets, but we want to make sure Composites handle them correctly. To be sure of this, we are talking to a third party verification firm to make sure Composites are handled correctly with this feature enabled. Thanks again!

]]> bef63575a9718f972022542b8cc79e7f Jina Horton replied to the topic Cancelled Accounts - Still count for performance? in the forum Performance https://social0.wpengine.com/forums/topic/cancelled-accounts-still-count-for-performance/#post-1084 Wed, 10 May 2017 22:56:09 -0500 @bretttru-ind-com That’s correct! You are very welcome, and thanks again for asking!

]]> e0bb70d8b75b3adbf747f8805d445904 Jina Horton replied to the topic Cancelled Accounts - Still count for performance? in the forum Performance https://social0.wpengine.com/forums/topic/cancelled-accounts-still-count-for-performance/#post-1081 Wed, 10 May 2017 20:16:05 -0500 @bretttru-ind-com That’s a great question! Providing that the Household is still Active and has a value, that the Account(s) was “Managed”, and that the setting used on the Report or at your firm level is set to include “All Accounts”, then the cancelled Account(s) would still be included in in performance.

]]> bf392d757d493b2306f7606d18eb1b9c Jina Horton voted up to the topic FAQ Friday: Blended Benchmark Indices - TR vs PR by Joe Porter https://social.orionadvisor.com/activity/p/2509/ Mon, 08 May 2017 20:26:09 -0500 0 1cfaa85464bf891be38c5a4ad115b5a8 Jina Horton posted a new activity comment https://social.orionadvisor.com/activity/p/1038/#acomment-1723 Tue, 18 Apr 2017 18:33:54 -0500 Of course I would be your friend! Hope you are well!

In reply to - Karen Benner posted an update @jina-horton hey jina….will you be my friend??? ]]> 348f3c89a92e950fb0c1a2da314f69f1 Jina Horton and Rodney Mottl are now friends https://social.orionadvisor.com/activity/p/1216/ Wed, 12 Apr 2017 17:37:05 -0500 0 bdca45f591da8cc47e9aef24977140d2 Jina Horton and Amanda Steinspring are now friends https://social.orionadvisor.com/activity/p/1172/ Wed, 12 Apr 2017 14:41:13 -0500 0 15786ed1ca7a1e2f955c9a7af6e75e61 Jina Horton and Corey Kracl are now friends https://social.orionadvisor.com/activity/p/1169/ Wed, 12 Apr 2017 14:40:33 -0500 0 e5765aa0142334d681df525b6b19d89f Jina Horton started the topic in the forum Performance https://social0.wpengine.com/forums/topic/this-weeks-performance-webinar-stored-performance/ Tue, 11 Apr 2017 20:35:40 -0500 Be sure to register to attend this week’s Performance Webinar: Stored Performance

We’ll take a deep dive into understanding what Stored Performance is, what is required to get it loaded into Orion, how to troubleshoot Stored Performance, and any upcoming releases surrounding Stored Performance.

Is there anything you’d like to make sure we touch…[Read more]

]]> 3158e53f81362a1b5ff28eafebd2729f Jina Horton posted a new activity comment https://social.orionadvisor.com/activity/p/938/#acomment-968 Tue, 11 Apr 2017 18:57:20 -0500 @allenpetersonwealth-com Yes! You should be able to go to my Profile and add me as a friend. I’ll keep an eye out for the invite!

In reply to - Allen Padilla posted an update @jina-horton, Can I add you as a friend? ]]> 1525b95cd13d80f3870243bb363f8e41 Jina Horton started the topic in the forum Performance https://social0.wpengine.com/forums/topic/risk-statistics-whats-in-the-works/ Mon, 10 Apr 2017 16:20:28 -0500 Orion already has Risk Statistics available for use, and is adding to this list. Which of these upcoming statistics would you use most? Which Risk Statistics would you like to see available for use?

Current Selection:

Standard Deviation
Drawdown
Sharpe Ratio
R-Squared
Beta
Treynor
Jensen’s Alpha

New Additions:

M-Squared
# Months Positive
# M…[Read more]

]]> 4a30c78a48828e9c496e85a074663af2 Jina Horton started the topic in the forum https://social0.wpengine.com/groups/market-data/forum/topic/composite-exclusions/ Mon, 10 Apr 2017 14:57:09 -0500 What rules do you apply to your composites to exclude accounts?

]]> 7489d66d66704d6d586c66248040863f Jina Horton changed their profile picture https://social.orionadvisor.com/activity/p/478/ Thu, 30 Mar 2017 20:38:57 -0500 0 e1a150ab1592e8936bd0485b5058b1f4 Jina Horton changed their profile picture https://social.orionadvisor.com/activity/p/476/ Thu, 30 Mar 2017 20:37:02 -0500 0 da706e8c1de00fe4f0e32b9a8cce5e28 Jina Horton started the topic in the forum https://social0.wpengine.com/forums/topic/risk-statistics-whats-in-the-works/ Thu, 30 Mar 2017 20:33:33 -0500 Orion already has a list of Risk Statistics available for use, and we are adding to it!

Existing Stats:
Standard Deviation
Drawdown
Sharpe Ratio
Sortino Ratio
R-Squared
Beta
Treynor
Jensen’s Alpha

New Additions:
# Months Positive
# Months Negative
% Months Positive
% Month Negative
Best Period Return
Worst Period Return
Batting A…[Read more]

]]> 3e490997aa6543a072d98284a3df1964 Jina Horton started the topic in the forum https://social0.wpengine.com/forums/topic/go-to-performance-reports/ Thu, 30 Mar 2017 20:12:25 -0500 What Data Queries and/or Reports do you most frequently use for reviewing performance?

]]> 075ac473ea5edabc2c8d2d586848bed3 Jina Horton started the topic in the forum https://social0.wpengine.com/forums/topic/performance-viewer-app-enhancements/ Thu, 30 Mar 2017 20:10:53 -0500 The Performance Viewer App is a great tool to assist with on-the-spot Performance review, as well as troubleshooting.

What enhancements would you like to see for the Performance Viewer?

]]> c2c942c8ca2c0463449cf540904bee0f Jina Horton started the topic in the forum https://social0.wpengine.com/forums/topic/nextgen-composite-app/ Thu, 30 Mar 2017 20:07:32 -0500 Have you heard about the NextGen Composite App coming out in Q3? If not, check out the Blog link HERE to find out more about it.

What are you most excited about with its release?

Stay tuned for additional Blog posts supporting the release and capabilities of the NextGen Composite App!

]]> c2c942c8ca2c0463449cf540904bee0f Jina Horton started the topic in the forum https://social0.wpengine.com/forums/topic/nextgen-composite-app/ Thu, 30 Mar 2017 20:07:32 -0500 Have you heard about the NextGen Composite App coming out in Q3? If not, check out the Blog link HERE to find out more about it.

What are you most excited about with its release?

Stay tuned for additional Blog posts supporting the release and capabilities of the NextGen Composite App!

]]> c2c942c8ca2c0463449cf540904bee0f Jina Horton started the topic in the forum https://social0.wpengine.com/forums/topic/nextgen-composite-app/ Thu, 30 Mar 2017 20:07:32 -0500 Have you heard about the NextGen Composite App coming out in Q3? If not, check out the Blog link HERE to find out more about it.

What are you most excited about with its release?

Stay tuned for additional Blog posts supporting the release and capabilities of the NextGen Composite App!

]]> b11adb531a7da076d915f485bc7094f5 Jina Horton changed their profile picture https://social.orionadvisor.com/activity/p/389/ Tue, 21 Mar 2017 18:40:50 -0500 0 99875c2d804865e7a9ba5c7c5c0fc4bf Jina Horton joined the group Performance https://social.orionadvisor.com/activity/p/264/ Fri, 10 Mar 2017 22:45:59 -0600 0