Assumptions

Updated 2023-09-21

$5,200/year @ 8% (over $1.2 million)

This projection reflects a hypothetical example of compounding over time, based on an investment of $5,200 per year for 40 years with an assumed growth rate of 8%, compounded each year and assuming the funds stay invested throughout the investment period. Returns are hypothetical annualized returns, assuming a properly diversified investment portfolio. Performance is provided for illustrative purposes, and it is not indicative of past performance or any Beanstox portfolio or any client’s experience using the Beanstox App. The hypothetical return does not reflect fees or the cost associated with investing. Content is meant for education purposes on the power of compound returns over time, and is not intended to be taken as advice or a recommendation for any specific investment product or strategy.

$100/week @ 8% (over $1.5 million)

This projection reflects a hypothetical example of compounding over time, based on an investment of $100 per week for 40 years with an assumed growth rate of 8%, compounded weekly and assuming the funds stay invested throughout the investment period. Returns are hypothetical annualized returns, assuming a properly diversified investment portfolio. Performance is provided for illustrative purposes, and it is not indicative of past performance or any Beanstox portfolio or any client’s experience using the Beanstox App. The hypothetical return does not reflect fees or the cost associated with investing. Content is meant for education purposes on the power of compound returns over time, and is not intended to be taken as advice or a recommendation for any specific investment product or strategy.

$100/week @ 7% (over $1 million)

This projection reflects a hypothetical example of compounding over time, based on an investment of $100 per week for 40 years with an assumed growth rate of 7%, compounded weekly and assuming the funds stay invested throughout the investment period. Returns are hypothetical annualized returns, assuming a properly diversified investment portfolio. Performance is provided for illustrative purposes, and it is not indicative of past performance or any Beanstox portfolio or any client’s experience using the Beanstox App. The hypothetical return does not reflect fees or the cost associated with investing. Content is meant for education purposes on the power of compound returns over time, and is not intended to be taken as advice or a recommendation for any specific investment product or strategy.

$400/month @ 7% (over $1 million)

This projection reflects a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed growth rate of 7%, compounded monthly and assuming the funds stay invested throughout the investment period. Returns are hypothetical annualized returns, assuming a properly diversified investment portfolio. Performance is provided for illustrative purposes, and it is not indicative of past performance or any Beanstox portfolio or any client’s experience using the Beanstox App. The hypothetical return does not reflect fees or the cost associated with investing. Content is meant for education purposes on the power of compound returns over time, and is not intended to be taken as advice or a recommendation for any specific investment product or strategy.

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