Compounding Factors
If you invested $10,000 today into an index ETF that tracked the S&P 500, you'd have $469,016.13 after 50 years if the annualised return was 8%.
If you invested $1000 today and then $100 every month, you would have $760,320.91 after 50 years if the annualised return was 8%. Check for yourself.
I guess all that's left to do it sit back and get rich, or something like that. I'm waiting...
Public Portfolio
Started 22 Feb 2024 Last Updated 25 Nov 2024
This public portfolio was created to transparently show the effects of compounding returns. I will be Dollar Cost Averaging (DCA) into Exchange-Traded Funds (ETFs) and opting into Dividend Reinvestment Plans (DRP) where possible. The results are displayed below for all to see.
Portfolio Breakdown
| ETF Ticker |
|---|
| ASX: VAS |
| Return | Current Value | Invested | % of Portfolio |
|---|---|---|---|
| 6.86% | $10,260.60 | $9,602.15 | 100% |
Portfolio Value
| Date |
|---|
| 22 Dec 2024 |
| 22 Nov 2024 |
| 22 Oct 2024 |
| 23 Sep 2024 |
| 22 Aug 2024 |
| 22 Jul 2024 |
| 24 Jun 2024 |
| 22 May 2024 |
| 22 Apr 2024 |
| 22 Mar 2024 |
| 22 Feb 2024 |
| Portfolio Value | Monthly Return | Return | Total Invested | Monthly Investment |
|---|---|---|---|---|
| $ | % | % | $ | $ |
| $10,260.60 | 2.49% | 6.86% | $9,602.15 | $949.99 |
| $9,061.09 | 0.89% | 4.73% | $8,652.16 | $922.09 |
| $8,058.79 | 2.12% | 4.25% | $7,730.07 | $921.64 |
| $6,969.90 | 1.20% | 2.37% | $6,808.43 | $1,001.29 |
| $5,886.00 | 1.54% | 1.36% | $5,807.14 | $983.99 |
| $4,812.50 | -1.33% | -0.22% | $4,823.15 | $968.49 |
| $3,908.80 | 2.08% | 1.40% | $3,854.66 | $982.79 |
| $2,846.40 | -1.69% | -0.89% | $2,871.87 | $951.89 |
| $1,943.40 | 1.32% | 1.22% | $1,919.98 | $974.99 |
| $943.10 | -0.20% | -0.20% | $944.99 | $944.99 |