Capital Simulators
Projects a blended equity/fixed-income portfolio with an initial investment and recurring monthly contributions, using assumed long-run returns of 7% for equity and 3.5% for fixed income.
Projected Balance
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Total Contributions
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Investment Growth
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Models the future value of a single lump-sum investment compounding at a fixed annual rate, at the frequency you choose.
Future Value
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Interest Earned
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Growth Multiple
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Compares your current allocation across three sleeves to a target allocation and calculates the dollar trade needed to realign — each set of percentages should total 100%.
| Sleeve | Current | Target | Required Trade |
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Choose a risk profile to populate assumed return and volatility, or enter your own. Calculates an estimated Sharpe ratio and a one-year parametric 95% Value-at-Risk.
Estimated Sharpe Ratio
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One-Year 95% Value-at-Risk
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Parametric estimate assuming normally distributed returns — actual market outcomes can differ meaningfully from this assumption.
Projects share accumulation when dividends are automatically reinvested, compared against collecting dividends as cash while share price appreciates.
Shares After Reinvestment
Reinvested Position Value
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Cash-Dividend Total Return
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Reinvestment advantage: —