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Investing

This document shows four scenarios for investment growth over a 20 year period: 1) Growing at 10% annually, starting from $10,000 and reaching $67,275 after 20 years. 2) Growing at 5% annually with additional 15% increases in years 2, 7, 12, and 17, starting from $10,500 and reaching $79,047.56 after 20 years. 3) Growing at 5% annually with additional 15% increases in years 2, 7, and 12, starting from $10,500 and reaching $65,897.87 after 20 years. 4) Growing at a flat 5% annually, starting from $10,500 and reaching $32

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Prince Ady
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32 views

Investing

This document shows four scenarios for investment growth over a 20 year period: 1) Growing at 10% annually, starting from $10,000 and reaching $67,275 after 20 years. 2) Growing at 5% annually with additional 15% increases in years 2, 7, 12, and 17, starting from $10,500 and reaching $79,047.56 after 20 years. 3) Growing at 5% annually with additional 15% increases in years 2, 7, and 12, starting from $10,500 and reaching $65,897.87 after 20 years. 4) Growing at a flat 5% annually, starting from $10,500 and reaching $32

Uploaded by

Prince Ady
Copyright
© © All Rights Reserved
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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1st

scenario

Initial amount
Year 1

$10,000
Year 2

Year 3

Year 4

Year 5

Year 6

Year 7

$11,000.0

$12,100.0

$13,310.0

$14,641.0

$16,105.1

$17,715.6

$19,487.2

2nd
scenario

Growing @ 5%
15%
5%
$10,500.00 $11,025.00 $12,678.75 $14,580.56 $16,767.65 $17,606.03 $18,486.33

3rd
scenario

Growing @ 5%
15%
$10,500.00 $11,025.00 $11,576.25 $13,312.69 $15,309.59 $17,606.03 $20,246.93

4th
scenario

Growing @ 5%
$10,500.00 $11,025.00 $11,576.25 $12,155.06 $12,762.82 $13,400.96 $14,071.00

Year 8
$21,435.9

Year 9

Year 10
Year 11
Year 12
Growing at 10% for 20 years
$23,579.5 $25,937.4 $28,531.2 $31,384.3

Year 13

Year 14

Year 15

$34,522.7

$37,975.0

$41,772.5

15%
5%
15%
$21,259.28 $24,448.17 $28,115.40 $29,521.17 $30,997.23 $35,646.81 $40,993.83 $47,142.91
5%
15%
$23,283.97 $24,448.17 $25,670.58 $26,954.11 $30,997.23 $35,646.81 $40,993.83 $47,142.91
15%
$14,774.55 $15,513.28 $16,288.95 $18,732.29 $21,542.13 $24,773.45 $28,489.47 $32,762.89

Year 16

Year 17

Year 18

Year 19

Year 20

$45,949.7

$50,544.7

$55,599.2

$61,159.1

$67,275.0

5%
15%
Difference vs 1)
$49,500.05 $51,975.05 $59,771.31 $68,737.01 $79,047.56
$11,772.56
10%
Difference vs 1)
$54,214.34 $59,635.78 $65,599.35 $72,159.29 $79,375.22
$12,100.22
15%
Difference vs 1)
$37,677.32 $43,328.92 $49,828.26 $57,302.50 $65,897.87
($1,377.13)

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