Unexpectedly Intriguing!
April 19, 2005

Are you looking to project the value of your investment portfolio at some point in the future? The good news is that if you're starting from scratch, this is the tool for you! Now you can break down your regular contributions to your investment account by percentages in up to five different investment options, assigning a unique rate of return for each one, as well as its unique compounding period (if applicable.) If the amount you invest is fixed to a percentage of your income, such as for a 401(k) or 403(b) defined contribution plan, you can even project what the average of your future raises might do for your investment portfolio.

As kind of an unexpected bonus, instead of entering percentages of the amount regularly deposited into the portfolio below, you may enter actual dollar values for the amount being directed into each investment. The calculator will take all the values, add them together, then compute the percentage contribution for each investment. (The calculator doesn't know the difference, it does this math for the sake of ensuring that the percentages add up to 100%!) Just remember that the dollar amounts will need to add up to the amount of the regular deposit, and that you cannot mix and match dollar amounts and percentages in the table to get correct results.

Investment Deposit Data
Input Data Values
Amount Regularly Deposited into Investments (\$USD)
Frequency of Regular Deposits
Average Annual Rate of Increase in Deposit Amount (%)
Portfolio Investment Information
Investment Percentage of Deposit (%) Average Annual Rate of Return (%) Compounding Frequency
Investment A
Investment B
Investment C
Investment D
Investment E
Portfolio Investment Information
Input Data Values
Time Portfolio Investments are Held (years)

Individual Portfolio Returns
Calculated Results Values
Future Value of Investment A (\$USD)
Future Value of Investment B (\$USD)
Future Value of Investment C (\$USD)
Future Value of Investment D (\$USD)
Future Value of Investment E (\$USD)
Combined Portfolio Returns
Calculated Results Values
Future Value of Entire Portfolio (\$USD)
Annualized Rate of Return on Entire Portfolio (%)

Welcome to the blogosphere's toolchest! Here, unlike other blogs dedicated to analyzing current events, we create easy-to-use, simple tools to do the math related to them so you can get in on the action too! If you would like to learn more about these tools, or if you would like to contribute ideas to develop for this blog, please e-mail us at:

ironman at politicalcalculations.com

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