AshtonCrest
Balanced Euro Growth
Balanced strategy with a mix of EU equity and bonds
Client
Kristjan Saar
Investment scenario
Initial Investment
$1,800,000
Starting capital
Monthly Contribution
$22,000
Regular deposits
Projected Value
$18,545,839
After 20 years
Investment Growth Projection (20 Years)
Short-term Growth (5 Years)
Final Value Breakdown
Scenario Parameters
Return Rate
7.0% annually
Time Horizon
20 years
Total Return
161.9%
Total Contributions:$7,080,000
Investment Growth:+$11,465,839
Final Portfolio Value:$18,545,839