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Trendz offers a choice of management styles to suit each investor's risk preferences. A Trendz advisor will help you determine which management style is best for you, based on your personal preferences.
Trendz dynamically plans the next move based on objective and statistical performance histories.
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Traditional – Up to 95% can be invested in equities
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Moderate – 40% minimum invested in bond funds/money market
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Conservative – 70% minimum invested in bond funds/money market
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Rate of Return
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10% |
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Contribution Total
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$10,000 |
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Annual Increase
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2% |
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Year
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Account Balance
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Contributions
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1
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$11,000
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2
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$12,300
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$10,200 |
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3
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$34,934
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$10,404 |
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4
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$49,039
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$10,612 |
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5
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$64,768
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$10,824 |
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6
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$82,258
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$11,041 |
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7
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$101,775
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$11,262 |
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8
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$123,440
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$11,487 |
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9
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$147,500
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$11,717 |
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10
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$174,201
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$11,951 |
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15
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$357,720
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$13,195 |
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20
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$661,310
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$14,568 |
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25
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$1,159,112
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$16,084 |
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30
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$1,970,618
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$17,758 |
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Monthly Income at 8% = $13,137.45
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