Annual 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.
- annual contribution to your investment portfolio is done at the beginning of each year
- final asset allocation is the one at the start of the final year of your investment horizon
- asset allocation changes from initial to final in a linear manner at the beginning of each year
- your whole portfolio is rebalanced at the beginning of each year to match the pertinent assets allocation split