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Regular investment optimalisation

As discussed in the article on Rule 3: make regular investments there are benefits to being longer in the market, but also downsides to making regular transaction costs. This calculator will make a comparison between the options. yearly investment ($) fixed transaction cost ($) variable transaction cost (%) expected return (%) create table Yearly Investment: The […]

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Future Portfolio Value

initial value ($) yearly investment ($) expected return (%) years from now create table Portfolio value: The amount that you initially start with. Yearly Investment: The amount of money that you expect to invest each year. Example: 12000 Expected return: The yearly return that you expect. The long term return of the stock market is […]