Neutral Scenario
Portfolio Forecast: 2025 to 2037
Scenario: Neutral
Monthly contribution: $250.00
Current value: $3,446.79
Forecasted value in 2037: $149,473.45
| Year | Forecasted value | Status |
|---|---|---|
| 2025 | $3,446.79 | Current value |
| 2026 | $7,136.15 | Forecast |
| 2027 | $11,563.38 | Forecast |
| 2028 | $16,876.06 | Forecast |
| 2029 | $23,251.27 | Forecast |
| 2030 | $30,901.52 | Forecast |
| 2031 | $40,081.83 | Forecast |
| 2032 | $51,098.19 | Forecast |
| 2033 | $64,317.83 | Forecast |
| 2034 | $80,181.39 | Forecast |
| 2035 | $99,217.67 | Forecast |
| 2036 | $122,061.21 | Forecast |
| 2037 | $149,473.45 | Target (12y after first purchase) |
Optimistic Scenario
Portfolio Forecast: 2025 to 2037
Scenario: Optimistic
Monthly contribution: $500.00
Current value: $3,446.79
Forecasted value in 2037: $526,265.35
| Year | Forecasted value | Status |
|---|---|---|
| 2025 | $3,446.79 | Current value |
| 2026 | $10,480.83 | Forecast |
| 2027 | $19,625.08 | Forecast |
| 2028 | $31,512.60 | Forecast |
| 2029 | $46,966.38 | Forecast |
| 2030 | $67,056.30 | Forecast |
| 2031 | $93,173.19 | Forecast |
| 2032 | $127,125.14 | Forecast |
| 2033 | $171,262.69 | Forecast |
| 2034 | $228,641.49 | Forecast |
| 2035 | $303,233.94 | Forecast |
| 2036 | $400,204.12 | Forecast |
| 2037 | $526,265.35 | Target (12y after first purchase) |