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Risk Budget

Contributions
are known.
Returns are not.

The tool projects a contribution schedule over the horizon and the rate of return you enter. Neither figure comes from the firm.

Your numbers

Capital the projection starts from.

Length of the projection, in whole years.

Your assumption. The firm does not produce it, suggest it or endorse it.

Amount of each contribution, not the yearly total.

What this projection assumes

  • Compounding: the assumed rate is applied once per contribution period.
  • Contribution timing: each contribution enters at the end of its period and does not compound within it.
  • Exclusions: inflation, taxes and fees are not modelled. Every figure is nominal and gross.
  • Dispersion band: a fixed relative spread around the assumed rate. It illustrates a range, not a probability.

A projection is not a plan

This tool arranges arithmetic, not decisions. A mandate starts from the assets, the horizon and the constraints of a specific case, and none of those three fits in five fields. If you want to weigh what you have seen here against your own situation, let us talk.

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Assumptions version 0.1.0-draft

Disclosures: FinancialQ Group is a registered investment adviser. Registration does not imply a certain level of skill or training. This material is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.

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