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I was wondering what the performance of an investment portfolio would be under these circumstances:

  • assumed 7% annual return
  • annually increasing contributions*
  • 40 year investment window

*These contributions would scale in the same way another existing investment would compound over a 40 year period. For example:


Principal investment# (7%): $100,000

Contribution amounts:
Year 1: $2000.00
Year 2: $2140.00
Year 5: $2,805.11
Year 10: $3,934.32
Year 20: $7,739.42
Year 30: $15,224.62
Year 40: $29,949.13


# Realized value in 40 years = ???



Submitted March 09, 2017 at 05:08PM by Kranstonite http://ift.tt/2mMzJsj

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