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Monthly Investment Amount for Mutual Funds (for any number of years)

Author: naonestlyExecutions: 2002
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 after a specified number of years.
Current total value of “risk assets”
× 10,000 yen
Current total value of “risk-free assets”
× 10,000 yen
Target Risk Tolerance
％
Number of years of savings required to reach risk tolerance
Year
Monthly Savings Limit
× 10,000 yen
Monthly savings amount × 10,000 yen
Annual savings amount × 10,000 yen
 years laterTotal "Risk Assets" × 10,000 yen
 years laterTotal "Risk-Free Assets" × 10,000 yen

・Risk assets include “equity-type” mutual funds, etc.
・Risk-free assets include the total amount of 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%
・The recommended number of years to accumulate funds up to your risk tolerance is approximately 3 to 5 years
　*If the period is too short, the risk during a market crash is high; if it is too long, you may miss out on investment opportunities

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