Neutral Scenario
Portfolio Forecast: 2025 to 2037
Scenario: Neutral
Monthly contribution: $250.00
Current value: $4,127.13
Forecasted value in 2037: $155,539.42
| Year | Forecasted value | Status |
|---|---|---|
| 2025 | $4,127.13 | Current value |
| 2026 | $7,952.56 | Forecast |
| 2027 | $12,543.07 | Forecast |
| 2028 | $18,051.68 | Forecast |
| 2029 | $24,662.02 | Forecast |
| 2030 | $32,594.42 | Forecast |
| 2031 | $42,113.31 | Forecast |
| 2032 | $53,535.97 | Forecast |
| 2033 | $67,243.16 | Forecast |
| 2034 | $83,691.80 | Forecast |
| 2035 | $103,430.16 | Forecast |
| 2036 | $127,116.19 | Forecast |
| 2037 | $155,539.42 | Target (12y after first purchase) |
Optimistic Scenario
Portfolio Forecast: 2025 to 2037
Scenario: Optimistic
Monthly contribution: $500.00
Current value: $4,127.13
Forecasted value in 2037: $542,115.96
| Year | Forecasted value | Status |
|---|---|---|
| 2025 | $4,127.13 | Current value |
| 2026 | $11,365.27 | Forecast |
| 2027 | $20,774.85 | Forecast |
| 2028 | $33,007.31 | Forecast |
| 2029 | $48,909.50 | Forecast |
| 2030 | $69,582.35 | Forecast |
| 2031 | $96,457.05 | Forecast |
| 2032 | $131,394.17 | Forecast |
| 2033 | $176,812.42 | Forecast |
| 2034 | $235,856.15 | Forecast |
| 2035 | $312,612.99 | Forecast |
| 2036 | $412,396.89 | Forecast |
| 2037 | $542,115.96 | Target (12y after first purchase) |