Investing – A Good Way To Build A Wealth
An effective way to build wealth is to invest a regular savings rate. The compound interest effect develops its full potential over several years.
We show you an example of how a portfolio can develop if regular investments are made and a long-term performance of 8% takes place.
The analysis was performed for the periods of 3, 5, 10, 20 and 30 years.
The example is calculated very conservatively because the monthly savings rate remains the same over the entire period. For most investors, the savings rate will increase over time.
3 Year Development
Assumption performance of +8% (stock market average) over several years:
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We start with an investment sum of 10000 USD.
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An additional 500 USD is invested every month.
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An additional 2000 USD is invested every January.
Performance
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Total Invest: 31'500 USD
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Total Value: 37'905 USD
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Total Profit: 6'405 USD
5 Year Development
Assumption performance of +8% (stock market average) over several years:
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We start with an investment sum of 10000 USD.
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An additional 500 USD is invested every month.
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An additional 2000 USD is invested every January.
Performance
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Total Invest: 47'500 USD
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Total Value: 63'651 USD
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Total Profit: 16'151 USD
10 Year Development
Assumption performance of +8% (stock market average) over several years:
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We start with an investment sum of 10000 USD.
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An additional 500 USD is invested every month.
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An additional 2000 USD is invested every January.
Performance
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Total Invest: 87'500 USD
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Total Value: 154'318 USD
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Total Profit: 66'818 USD
20 Year Development
Assumption performance of +8% (stock market average) over several years:
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We start with an investment sum of 10000 USD.
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An additional 500 USD is invested every month.
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An additional 2000 USD is invested every January.
Performance
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Total Invest: 167'500 USD
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Total Value: 536'455 USD
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Total Profit: 368'955 USD
30 Year Development
Assumption performance of +8% (stock market average) over several years:
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We start with an investment sum of 10000 USD.
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An additional 500 USD is invested every month.
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An additional 2000 USD is invested every January.
Performance
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Total Invest: 347'500 USD
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Total Value: 1'530'678 USD
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Total Profit: 1'283'179 USD
