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  • Calculator For Cost Averaging

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    Jay Michael Eugenio
    17 views10 pages
    This document contains a sample investment calculator that allows a user to input the amount of money needed to achieve an investment goal, the number of years until the target date, and how much can be invested on different time intervals. It then displays an estimated investment value for each year over a 30 year period based on the inputs provided. The user is asked to answer three questions to populate the calculator and determine if their investment strategy is sufficient based on the results.

    Original Description:

    Cost Averaging Calculator

    Original Title

    Calculator for Cost Averaging

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    This document contains a sample investment calculator that allows a user to input the amount of money needed to achieve an investment goal, the number of years until the target date, and how much can be invested on different time intervals. It then displays an estimated investment value for each year over a 30 year period based on the inputs provided. The user is asked to answer three questions to populate the calculator and determine if their investment strategy is sufficient based on the results.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    17 views10 pages

    Calculator For Cost Averaging

    Uploaded by

    Jay Michael Eugenio
    This document contains a sample investment calculator that allows a user to input the amount of money needed to achieve an investment goal, the number of years until the target date, and how much can be invested on different time intervals. It then displays an estimated investment value for each year over a 30 year period based on the inputs provided. The user is asked to answer three questions to populate the calculator and determine if their investment strategy is sufficient based on the results.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 10

    Answer the three questions below, and let the calculator help you determine if it's

    *sample data is given


    Question 1: How much money do you need to achieve your goal?
    Question 2: How many years left before your target date (must be at least 5)?
    Question 3: How much can you invest per month?
    YEAR
    0
    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    11
    12
    13
    14
    15
    16
    17
    18
    19
    20
    21
    22
    23
    24
    25
    26
    27
    28
    29
    30

    TOTAL INVESTED
    DURING THIS YEAR
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!

    EST. INVESTMENT
    VALUE AT EOY
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!

    culator help you determine if it's enough

    our goal?
    e (must be at least 5)?

    WAIT FOR THE REMARK HERE

    Enter valaue here


    Enter valaue here
    Enter valaue here

    Answer the three questions below, and let the calculator help you determine if it's
    *sample data is given
    Question 1: How much money do you need to achieve your goal?
    Question 2: How many years left before your target date (must be at least 5)?
    Question 3: How much can you invest every two months?
    YEAR
    0
    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    11
    12
    13
    14
    15
    16
    17
    18
    19
    20
    21
    22
    23
    24
    25
    26
    27
    28
    29
    30

    TOTAL INVESTED
    DURING THIS YEAR
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00
    24,000.00

    EST. INVESTMENT
    VALUE AT EOY
    26,880.00
    56,985.60
    90,703.87
    128,468.34
    170,764.54
    218,136.28
    271,192.64
    330,615.75
    397,169.64
    471,710.00
    555,195.20
    648,698.62
    753,422.46
    870,713.15
    1,002,078.73
    1,149,208.18
    1,313,993.16
    1,498,552.34
    1,705,258.62
    1,936,769.65
    2,196,062.01
    2,486,469.45
    2,811,725.79
    3,176,012.88
    3,584,014.43
    4,040,976.16
    4,552,773.30
    5,125,986.09
    5,767,984.42
    6,487,022.56
    7,292,345.26

    culator help you determine if it's enough

    our goal?
    e (must be at least 5)?
    s?
    WAIT FOR THE REMARK HERE

    YES! You should invest that amount monthly.

    500,000.00
    10
    4,000.00

    Answer the three questions below, and let the calculator help you determine if it's
    *sample data is given
    Question 1: How much money do you need to achieve your goal?
    Question 2: How many years left before your target date (must be at least 5)?
    Question 3: How much can you invest quarterly, or every three months?
    YEAR
    0
    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    11
    12
    13
    14
    15
    16
    17
    18
    19
    20
    21
    22
    23
    24
    25
    26
    27
    28
    29
    30

    TOTAL INVESTED
    DURING THIS YEAR
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00
    42,000.00

    EST. INVESTMENT
    VALUE AT EOY
    47,040.00
    99,724.80
    158,731.78
    224,819.59
    298,837.94
    381,738.49
    474,587.11
    578,577.57
    695,046.87
    825,492.50
    971,591.60
    1,135,222.59
    1,318,489.30
    1,523,748.02
    1,753,637.78
    2,011,114.31
    2,299,488.03
    2,622,466.59
    2,984,202.58
    3,389,346.89
    3,843,108.52
    4,351,321.54
    4,920,520.13
    5,558,022.54
    6,272,025.25
    7,071,708.28
    7,967,353.27
    8,970,475.66
    10,093,972.74
    11,352,289.47
    12,761,604.21

    culator help you determine if it's enough

    our goal?
    e (must be at least 5)?
    y three months?
    WAIT FOR THE REMARK HERE

    YES! You should invest that amount monthly.

    2,000,000.00
    15
    10,500.00

    Answer the three questions below, and let the calculator help you determine if it's
    *sample data is given
    Question 1: How much money do you need to achieve your goal?
    Question 2: How many years left before your target date (must be at least 5)?
    Question 3: How much can you invest semi-annually, or every six months?
    YEAR
    0
    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    11
    12
    13
    14
    15
    16
    17
    18
    19
    20
    21
    22
    23
    24
    25
    26
    27
    28
    29
    30

    TOTAL INVESTED
    DURING THIS YEAR
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00
    56,000.00

    EST. INVESTMENT
    VALUE AT EOY
    62,720.00
    132,966.40
    211,642.37
    299,759.45
    398,450.59
    508,984.66
    632,782.82
    771,436.75
    926,729.16
    1,100,656.66
    1,295,455.46
    1,513,630.12
    1,757,985.73
    2,031,664.02
    2,338,183.70
    2,681,485.75
    3,065,984.04
    3,496,622.12
    3,978,936.78
    4,519,129.19
    5,124,144.69
    5,801,762.06
    6,560,693.50
    7,410,696.72
    8,362,700.33
    9,428,944.37
    10,623,137.69
    11,960,634.22
    13,458,630.32
    15,136,385.96
    17,015,472.28

    culator help you determine if it's enough

    our goal?
    e (must be at least 5)?
    every six months?
    WAIT FOR THE REMARK HERE

    YES! You should invest that amount monthly.

    5,000,000.00
    20
    28,000.00

    Answer the three questions below, and let the calculator help you determine if it's
    *sample data is given
    Question 1: How much money do you need to achieve your goal?
    Question 2: How many years left before your target date (must be at least 5)?
    Question 3: How much can you invest every year?
    YEAR
    0
    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    11
    12
    13
    14
    15
    16
    17
    18
    19
    20
    21
    22
    23
    24
    25
    26
    27
    28
    29
    30

    TOTAL INVESTED
    DURING THIS YEAR
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00
    68,000.00

    EST. INVESTMENT
    VALUE AT EOY
    76,160.00
    161,459.20
    256,994.30
    363,993.62
    483,832.85
    618,052.80
    768,379.13
    936,744.63
    1,125,313.98
    1,336,511.66
    1,573,053.06
    1,837,979.43
    2,134,696.96
    2,467,020.60
    2,839,223.07
    3,256,089.84
    3,722,980.62
    4,245,898.29
    4,831,566.09
    5,487,514.02
    6,222,175.70
    7,044,996.78
    7,966,556.40
    8,998,703.16
    10,154,707.54
    11,449,432.45
    12,899,524.34
    14,523,627.26
    16,342,622.54
    18,379,897.24
    20,661,644.91

    culator help you determine if it's enough

    our goal?
    e (must be at least 5)?

    WAIT FOR THE REMARK HERE

    YES! You should invest that amount monthly.

    20,000,000.00
    30
    68,000.00

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