What return would I need to reach my target by my deadline?
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.
Tell me the target value and the deadline you want to reach, and I’ll calculate the required return.
If you want a quick reminder of current headline figures first: your portfolio is worth 90.989,80 €, you have invested 63.990,15 € and cash is 5.510,23 €.
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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.