Multi-Phase Portfolio Simulator

Model complex wealth construction across a spectrum of return assumptions.

Parameters

Starting Capital (€)

€0€0€500,000

Lower Bound Return Rate (%)

1%6.0%15%

Upper Bound Return Rate (%)

1%8.0%15%

Starting Contribution (€/mo)

€500€4,000€15,000

Annual Escalation Rate (%)

0%3%10%

Phase 1 Duration (Years)

1 yr10 yrs30 yrs

Phase 2 Withdrawal (€/mo)

€0€6,000€15,000

Phase 2 Duration (Years)

1 yr10 yrs30 yrs

Phase 3 Withdrawal (€/mo)

€0€3,000€15,000

Phase 3 Duration (Years)

5 yrs30 yrs50 yrs

Midpoint Peak Bal.

€0

Midpoint End Bal.

€0

Total Invested

€0

Total Extracted

€0

Event Milestone	Timeline Year	Total Invested	Total Withdrawn	Closing Balance