Investment Allocation Simulation

Investment allocation simulation helps you plan the distribution of funds into various types of investment products according to your risk profile and financial goals. With proper diversification, risk can be minimized while still optimizing potential returns.
Initial Investment i
Monthly Investment i
Investment Period i
Investment Allocation i
Total allocation 100%
Final Investment Value i
Rp 0
Total Amount Invested
Rp 0
Estimated Return
Rp 0
Total Contributions i
Rp 0

Calculation details:

  • The final investment value is calculated based on the allocation proportion of each investment product.
  • Each product is calculated using a periodic investment formula: FV = PV × (1+r)ⁿ + PMT × ((1+r)ⁿ−1)/r × (1+r).
  • The returns entered are assumed per year and will be converted to a monthly basis.
  • Make sure the total allocation is the same as 100% for accurate calculations.

Disclaimer:

  • This simulation is only illustrative and does not constitute a promise or guarantee of investment returns.
  • Past performance does not reflect future performance.
  • Investments involve risks, including the risk of not getting a return and the risk of losing some or all of your capital.
  • Make sure you understand the investment risk profile before making an investment decision.