Build portfolios and compare projected outcomes
Calculator inputs
Shared investment plan
Investment period
20 years
Subtracted from or added to each expected annual return for the conservative and optimistic scenarios
Portfolios to project
Rebalancing
Annual rebalancing restores the target allocation at the end of each year.
Instruments
100.0% allocated
Equities
60%
Bonds and fixed income
30%
Cash and deposits
10%
