Future Portfolio Potential
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Notes:
Only fill out Blue cells in column B. All other formulas will auto fill with updated data.
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Assumptions:
Portfolio Value does not factor in market conditions (stock value changes). Just capital added and dividends generated.
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Disclaimer:
Actual portfolio value may vary depending on market conditions.
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AgeYear
Dividends on Prior Year Value
Portfolio Value
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Fill Out Below302017$50,000
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Current Age302018$1,500$75,000
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Current Year20172019$2,250$100,750
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2020$3,023$127,273
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Yearly Contributions
2021$3,818$154,591
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401K$18,000352022$4,638$182,728
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IRA/ Roth IRA$5,5002023$5,482$211,710
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Taxable$02024$6,351$241,562
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Other$02025$7,247$272,308
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2026$8,169$303,978
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Yield Percent3.00%402027$9,119$336,597
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Current Portfolio Value
$50,0002028$10,098$370,195
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2029$11,106$404,801
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2030$12,144$440,445
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2031$13,213$477,158
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452032$14,315$514,973
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2033$15,449$553,922
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2034$16,618$594,040
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2035$17,821$635,361
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2036$19,061$677,922
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502037$20,338$721,759
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2038$21,653$766,912
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2039$23,007$813,420
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2040$24,403$861,322
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2041$25,840$910,662
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552042$27,320$961,482
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2043$28,844$1,013,826
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2044$30,415$1,067,741
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2045$32,032$1,123,273
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2046$33,698$1,180,471
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602047$35,414$1,239,385
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2048$37,182$1,300,067
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2049$39,002$1,362,569
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2050$40,877$1,426,946
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2051$42,808$1,493,254
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652052$44,798$1,561,552
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2053$46,847$1,631,899
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2054$48,957$1,704,356
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2055$51,131$1,778,986
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2056$53,370$1,855,856
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702057$55,676$1,935,031
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Portfolio Potential