PORTFOLIO EINSTEIN'S SAVINGS GOAL CALCULATOR
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACAD
1
PORTFOLIO EINSTEIN'S SAVINGS GOAL CALCULATOR
2
3
Here's what you do:
4
Only input numbers in to fields that are marked yellow
5
IMPORTANT!
6
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!
7
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
8
3. Set the number of years at Note 3
9
4. Set the present value of your savings at Note 4. If you don't have any just set it to 0
10
5. Note 5-7 tells you how much you need to save yearly or monthly or daily to reach you goals
11
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
12
The percentages are the hypythecial returns of a savings portfolio.
13
6. Play around with it
14
7. Check out the "Multiple goals" tab for setting many goals
GOAL CALCULATOR
15
Note 1
Desired Future Value
\$1,000
16
17
Note 2
Returns in percent4.00%
18
19
Note 3
Number of years until goal
4
20
21
Note 4
Present value (if any)
\$0
22
23
24
To reach your goal you need to save
25
26
Note 5
\$235 Yearly
27
Note 6
\$19 Monthly
28
Note 7
\$1 Daily
29
30
31
32
33
34
35
36
Scenario 1 - what happens if our portfolio returns changes?
37
38
Note 8
5.00%\$232.01Yearly savings required
39
6.00%\$228.59Yearly savings required
40
7.00%\$225.23Yearly savings required
41
3.00%\$239.03Yearly savings required
42
2.00%\$242.62Yearly savings required
43
1.00%\$246.28Yearly savings required
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...