Tri-State Corporation
jonknee
gifford.xlsxModel
| Financial Analysis - Portfolio Projection | ||||||
| Age | 25 | |||||
| Current Salary | $34,000 | |||||
| Current Portfolio | $14,500 | |||||
| Annual Salary Growth Rate | 5% | |||||
| Annual Investment Rate | 4% | |||||
| Annual Portfolio Growth Rate | 10% | |||||
| Beginning | New | Portfolio | Ending | |||
| Year | Age | Portfolio | Salary | Investment | Earnings | Portfolio |
| 1 | 25 | 14,500 | 34,000 | 1,360 | 1,518 | 17,378 |
| 2 | 26 | 17,378 | 35,700 | 1,428 | 1,809 | 20,615 |
| 3 | 27 | 20,615 | 37,485 | 1,499 | 2,136 | 24,251 |
| 4 | 28 | 24,251 | 39,359 | 1,574 | 2,504 | 28,329 |
| 5 | 29 | 28,329 | 41,327 | 1,653 | 2,916 | 32,898 |
FIGURE 13.18. FINANCIAL ANALYSIS SPREADSHEET FOR TOM GIFFORD
