Fund model calculation
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MANUAL:
Feel free to change the figures in any of the yellow marked cells.
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Fund Volume100.000,00 €
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Average Annual Costs
2,00%
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Total Costs20.000,00 €
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Investable amounts80.000,00 €
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Desired Return300.000,00 €
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Variable modelExample 1Example 2Example 3
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Portfolio Composition
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Loss Makers40%50%60%50%
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Neutrals50%30%30%30%
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Homerun10%20%10%20%
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Expected Return
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Loss Makers1,000,500,501,00
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Neutrals5,002,002,004,00
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Homerun8,5014,5028,5010,25
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444,44 €
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1.481,48 €
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1.925,93 €
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192.592,59 €
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