Retirement Savings Project
Investor:
Age at start of nest egg plan:
Salary at start of plan (1.5% pass judgment growth per year): $73,000
Investment Scenario
VTSMX: 100
VGTSX: 0
VBMFX: 0
?Forecast Accumulation by fester 65: $2,650,000
?Total Forecast Retirement Income for Average commercialise surgical procedure: $163,000 per year.
?Total Forecast Retirement Income for Poor food market performance: $67,400 per year.
?Likelihood of Meeting the Retirement Goal: 87%
Investment Scenario
VTSMX: 0
VGTSX: 100
VBMFX: 0
?Forecast Accumulation by age 65: $2,420,000
?Total Forecast Retirement Income for Average Market achievement: $151,000 per year.
?Total Forecast Retirement Income for Poor Market exploit: $66,100 per year.
Investment Scenario
VTSMX: 0
VGTSX: 0
VBMFX: 100
?Forecast Accumulation by age 65: $1,350,000
?Total Forecast Retirement Income for Average Market executing: $95,800 per year
?Total Forecast Retirement Income for Poor Market public presentation: $69,500 per year.
Investment Scenario
VTSMX: 60
VGTSX: 30
VBMFX: 10
?Forecast Accumulation by age 65: $2,570,000
?Total Forecast Retirement Income for Average Market effect: $159,000 per year
?Total Forecast Retirement Income for Poor Market process: $70,000 per year.
Investment Scenario
VTSMX: 50
VGTSX: 40
VBMFX: 10
?Forecast Accumulation by age 65: $2,550,000
?Total Forecast Retirement Income for Average Market Performance: $159,000 per year
?Total Forecast Retirement Income for Poor Market Performance: $70,100 per year
My best-fit allocation is an aggressive investing approach with a high up return. The allocation I chose also has an 88% chance of colossal my goal of $87,000 per year in retirement income. I chose to cargo hold my sh ares in bonds relatively low as high returns are not expected, but I do want to harbour my portfolio diverse to ensure my risks are mitigated somewhat.
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