投资故事
「如果从那时起就坚持买入会怎样?」这些是用具体资产、期间与金额计算出的假设性投资故事。所有结果均为基于过去数据的估算值,并以税前呈现。
这些故事并非投资推荐。它们是基于过去数据的估算值,为税前,未计入费用;对于海外资产,汇率(汇率效应)也未计入。
If you had invested about $74 every month in the S&P 500 for 20 years
This estimates the result of steadily investing about $74 every month in an S&P 500 ETF for 20 years, from 2006 to 2026 — living through both the financial crisis and the COVID crash.
Total principal invested
about $18k
Ending value (estimate, pre-tax)
about $95k
If you had bought Samsung Electronics every month for the past 10 years
This is the estimated result of investing about $148 every month in Samsung Electronics stock for 10 years, from 2016 to 2026 — a journey through a peak, a halving, and recovery.
Total principal invested
about $18k
Ending value (estimate, pre-tax)
about $23k
Deposits vs. stocks: a 20-year gap
This compares the estimated results of a 3%-a-year deposit and an S&P 500 ETF when investing about $370 every month for 20 years. See the difference in volatility and opportunity cost for yourself.
Total principal paid in
about $89k
Deposit estimated result (after-tax approx.)
about $121k
About $37 into Bitcoin every week for 5 years
This is the estimated result of investing about $37 into Bitcoin every week for 5 years, from January 2021 to January 2026. Could you have endured an -80% drawdown?
Total principal invested (estimate)
about $9.6k
Ending value (estimate, pre-tax)
about $46k
📋 结果基于历史数据计算,过去的收益不代表未来的收益。
📋 本服务旨在帮助理解投资、供教育之用,并非投资建议。