Neutral Scenario
Portfolio Forecast: 2025 to 2037
Scenario: Neutral
Monthly contribution: $250.00
Current value: $3,427.83
Forecasted value in 2037: $149,304.35
| Year | Forecasted value | Status |
|---|---|---|
| 2025 | $3,427.83 | Current value |
| 2026 | $7,113.39 | Forecast |
| 2027 | $11,536.07 | Forecast |
| 2028 | $16,843.28 | Forecast |
| 2029 | $23,211.94 | Forecast |
| 2030 | $30,854.33 | Forecast |
| 2031 | $40,025.19 | Forecast |
| 2032 | $51,030.23 | Forecast |
| 2033 | $64,236.28 | Forecast |
| 2034 | $80,083.54 | Forecast |
| 2035 | $99,100.24 | Forecast |
| 2036 | $121,920.29 | Forecast |
| 2037 | $149,304.35 | Target (12y after first purchase) |
Optimistic Scenario
Portfolio Forecast: 2025 to 2037
Scenario: Optimistic
Monthly contribution: $500.00
Current value: $3,427.83
Forecasted value in 2037: $525,823.49
| Year | Forecasted value | Status |
|---|---|---|
| 2025 | $3,427.83 | Current value |
| 2026 | $10,456.17 | Forecast |
| 2027 | $19,593.03 | Forecast |
| 2028 | $31,470.93 | Forecast |
| 2029 | $46,912.21 | Forecast |
| 2030 | $66,985.88 | Forecast |
| 2031 | $93,081.64 | Forecast |
| 2032 | $127,006.14 | Forecast |
| 2033 | $171,107.98 | Forecast |
| 2034 | $228,440.37 | Forecast |
| 2035 | $302,972.48 | Forecast |
| 2036 | $399,864.23 | Forecast |
| 2037 | $525,823.49 | Target (12y after first purchase) |