Monthly contributions calculator

This calculator is used for calculation of the expected value of your investment portfolio at the end of a specified investment horizon at fixed contributions (additions) to the portfolio during the whole period.

parameters inputs
Monthly contribution, $
Current sum, $
Investment horizon, years
Inflation, % per year
Marginal tax rate on income from your portfolio, %
Initial asset allocation:
  - stocks, % of portfolio
  - bonds, % of portfolio
  - cash, % of portfolio
Final asset allocation:
  - stocks, % of portfolio
  - bonds, % of portfolio
  - cash, % of portfolio
Expected return on:
  - stocks, % per year
  - bonds, % per year
  - cash, % per year

Assumptions:

  • monthly contribution to your investment portfolio is done at the beginning of each month
  • final asset allocation is the one at the start of the final month of your investment horizon
  • asset allocation changes from initial to final in a linear manner at the beginning of each month
  • your whole portfolio is rebalanced at the beginning of each month to match the pertinent assets allocation split
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VALUATION THEORY       ASSET ALLOCATION

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