How long could it take to reach my portfolio goal?
A goal question measures a portfolio against a target — an allocation you are aiming at, or an amount — and says how far from it the portfolio currently stands.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
I can’t give timing or forecasts as advice, but I can show how long it would take under simple hypothetical growth scenarios using your portfolio’s current figures.
Assumptions:
- Start with your portfolio current value: 90.989,80 €.
- No further contributions or withdrawals (capital unchanged).
- Growth compounds annually at the stated constant rates.
- Exchange rates, allocations and dividends stay fixed; no rebalancing or transactions.
Table — years to reach a target value from today
| Target (EUR) | Annual growth rate (%) | Years |
|---|---|---|
| 100.000,00 € | 3,00 | 2,56 € |
| 100.000,00 € | 6,00 | 1,38 |
| 100.000,00 € | 8,00 | 1,07 |
| 150.000,00 € | 3,00 | 8,05 |
| 150.000,00 € | 6,00 | 4,32 |
| 150.000,00 € | 8,00 | 3,29 |
Notes:
- “Years” is the continuous (log-based) solution rounded to two decimals for a single constant annual rate.
- Replace the target or growth rate to see other scenarios; these are hypothetical calculations only and not predictions.
Would you like me to run this for a specific target amount or for your historical annualized return of +45,97%%?
This page in other languages
Related questions
See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.