PORTFOLIO EINSTEIN'S SAVINGS GOAL CALCULATOR
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PORTFOLIO EINSTEIN'S SAVINGS GOAL CALCULATOR
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Here's what you do:
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Only input numbers in to fields that are marked yellow
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IMPORTANT!
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1. Input your financial saving goal at Note 1
Copy this worksheet to your own google drive by going to "File > Make a copy" so you can make changes!
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2. Insert the expected returns from your portfolio in Note 2. If you don't know what to put in check www.portfolioeinstein.com/expert-portfolios
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3. Set the number of years at Note 3
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4. Set the present value of your savings at Note 4. If you don't have any just set it to 0
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5. Note 5-7 tells you how much you need to save yearly or monthly or daily to reach you goals
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7. In Scernario 1 (Note 8) you can quickly see the impact on your required savings if the returns of the portfolio changes the. The scenario changes your returns in 1% increments
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The percentages are the hypythecial returns of a savings portfolio.
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6. Play around with it
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7. Check out the "Multiple goals" tab for setting many goals
GOAL CALCULATOR
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Note 1
Desired Future Value
$1,000
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Note 2
Returns in percent4.00%
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Note 3
Number of years until goal
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Note 4
Present value (if any)
$0
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To reach your goal you need to save
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Note 5
$235 Yearly
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Note 6
$19 Monthly
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Note 7
$1 Daily
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Scenario 1 - what happens if our portfolio returns changes?
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Note 8
5.00%$232.01Yearly savings required
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6.00%$228.59Yearly savings required
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7.00%$225.23Yearly savings required
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3.00%$239.03Yearly savings required
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2.00%$242.62Yearly savings required
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1.00%$246.28Yearly savings required
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