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Investment Trust Regular Savings Amounts (5-Year Edition)

Author: naonestlyExecutions: 916
TOP/Shared Formulas (Life)/Money (General)

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This calculator determines how much you should invest in mutual funds each month to reach your target risk tolerance in five years.
Current total value of “risk assets”
× 10,000 yen
Current total value of “risk-free assets”
× 10,000 yen
Monthly savings amount over the next 5 years
× 10,000 yen
Target Risk Tolerance in 5 Years
％
Monthly savings amount × 10,000 yen
Annual savings amount × 10,000 yen
Total Value of “Risk Assets” in 5 Years × 10,000 yen
Total value of “risk-free assets” in 5 years × 10,000 yen

・Risk assets include “equity-type” mutual funds, etc.
・Risk-free assets include the total amount of bank deposits, savings, and savings-type insurance policies
・Risk tolerance is the percentage of the portfolio allocated to risk assets
・An example of how to calculate risk tolerance ⇒ 100 – current age
　*For example, if you are 30 years old: 100 – 30 = 70%

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