Investments and Goals
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*Yellow boxes are input boxes
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GoalInvestmentMoney Growth Over Years
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#ObjectivePurposeAmount
Years
Date
Security
Initial Investment
Monthly Input
Monthly Output
Annual Gain
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1Growth
Down Payment
$15,000 52023
Vanguard PRIMECAP Fund Investor Shares (Mutual Fund)
$3,000 $129 10.11%$15,085 $35,076 $68,148 $122,860 $213,370 $363,101 $610,802 $1,020,576
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2GrowthRetirement$1,800,000 322050Shelton Nasdaq-100 Index Direct (Mutual Fund)$2,000 $253 13.56%$25,691 $72,182 $163,420 $342,471 $693,851 $1,383,420 $2,736,669 $5,392,364
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Capital Preservation
Retired$2,000,000202038 Eaton Vance National Muni$2,000,000$0 $5,000 3%
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ObjectivesExplanation
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GrowthYou don’t have enough money today. You are willing to take some risk, in order to target a higher return. You have a lot of time to work with.
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IncomeYou want to invest your assets in an income-producing security. You don’t necessarily need growth. You may be in retirement (a common reason for seeking income).
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Capital Preservation
Your principal concern is simply NOT losing your money. Returns are of secondary importance—protection of your assets is your number one goal.
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Tax ManagementYou want to limit taxes on your money.
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