Investment Trust Regular Savings Amount (Any Number of Years) Ver. 2
Author: naonestlyExecutions: 514
※ This library was created by a member. This site is not responsible for its content.
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.
| Monthly savings amount | × 10,000 yen |
| Annual Contribution 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 bank deposits and savings-type insurance policies, etc.
・Special expenses refer to large expenditures planned during the savings period (such as purchasing a car)
・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 savings period to reach your risk tolerance is approximately 3 to 5 years
*A shorter period increases the risk of a market crash, while a longer period results in opportunity cost
No customer feedback for this calculation yet.