AshtonCrest
Conservative Long-Term Income
Low-risk, income-generating bond strategy
Client
Ngozi Adeyemi
Investment scenario
Initial Investment
$1,000,000
Starting capital
Monthly Contribution
$15,000
Regular deposits
Projected Value
$13,742,498
After 30 years
Investment Growth Projection (30 Years)
Short-term Growth (5 Years)
Final Value Breakdown
Scenario Parameters
Return Rate
4.0% annually
Time Horizon
30 years
Total Return
114.7%
Total Contributions:$6,400,000
Investment Growth:+$7,342,498
Final Portfolio Value:$13,742,498