Future Value – Compare 2 Portfolios

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This calculator is found in the Financial Planning section of Concept Toolkit.

It lets you create two portfolios made up of stocks, bonds and cash and compare the growth over time based on the rates of return you enter.


Where to find the calculator:

  1. Click Financial Planning at the top of the Concept Toolkit screen
  2. Click Future Value – Compare 2 Portfolios

Change Data

  • Click Change Data to open the Data Entry screen


You can compare the growth of two portfolios based on different asset mixes and rates of return.

You need to enter the percent of each asset class in the portfolio and the rates of return that you expect each asset class will earn.


Portfolio Growth – Historical Returns Calculator

  • This calculator is similar to Future Value – Compare 2 Portfolios but uses actual historical rates of return for each asset class.

Where to find the calculator:

  1. Click Investment 1 at the top of the Concept Toolkit screen
  2. Click Portfolio Growth Using Historical Returns



Change Data

  • Click Change Data to open the Data Entry screen



You can compare the growth of two portfolios based on different asset mixes.

You don’t need to enter rates of return for each asset class since the calculator uses actual historical rates of return based on the time period you enter (25 year period from 1994 to 2018).

 

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