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Investment Calculator

Calculate investment returns and future value of your portfolio. Plan your investment strategy with different return scenarios and time horizons.

Investment Parameters

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Investment Projection

$367,293
Portfolio Value
$100,000
Total Invested
$267,293
Total Gains
Initial Investment: $10,000
Monthly Contributions: $500
Annual Return: 8.0%
Investment Period: 15 years
Total Return: 267%

Inflation-Adjusted Value

Real Value (Today's Dollars): $234,819
Real Return: 135%

Annual Growth

Average Annual Growth: $17,819
Net Annual Return: 7.0%

Investment Scenarios

Conservative (5%)

$239,428
Final Value
Risk Level: Low
Total Return: 139%

Bonds, CDs, high-grade corporate bonds

Moderate (8%)

$367,293
Final Value
Risk Level: Medium
Total Return: 267%

Balanced portfolio, index funds, REITs

Aggressive (12%)

$609,610
Final Value
Risk Level: High
Total Return: 510%

Growth stocks, emerging markets, crypto

Investment Tips

Diversification is Key

Don't put all your eggs in one basket. Spread your investments across different asset classes, sectors, and geographic regions to reduce risk.

Start Early

Time is your greatest ally in investing. The power of compound interest works best over long periods. Start investing as early as possible.

Regular Contributions

Consistent monthly contributions can be more powerful than timing the market. Dollar-cost averaging reduces the impact of market volatility.

Consider Fees

High management fees can significantly impact your returns over time. Look for low-cost index funds and ETFs for long-term investing.

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