Sovereign

Scenario

$1,000 per month for 20 years at 7% (monthly)

Engineered for search intent around “$1,000 per month for 20 years at 7% (monthly)”. Includes inflation-adjusted outputs, CAGR ranges and ETF playbooks.

Projection

$520,927

Total contributions

$240,000

Market growth

$280,927

Inflation adjusted

$317,906

Blended CAGR

4.0%

Scenario range

-2% bear case

5.0%

$411,034

Base case

7.0%

$520,927

+2% bull case

9.0%

$667,887

Timeline
20 years
YearPortfolioContributionGrowthReal Value
Year 1$12,393$12,000$393$12,090
Year 2$25,681$24,000$1,681$24,444
Year 3$39,930$36,000$3,930$37,079
Year 4$55,209$48,000$7,209$50,017
Year 5$71,593$60,000$11,593$63,278
Year 6$89,161$72,000$17,161$76,883
Year 7$107,999$84,000$23,999$90,856
Year 8$128,199$96,000$32,199$105,219
Year 9$149,859$108,000$41,859$119,996
Year 10$173,085$120,000$53,085$135,214
Year 11$197,990$132,000$65,990$150,897
Year 12$224,695$144,000$80,695$167,073
Year 13$253,331$156,000$97,331$183,771
Year 14$284,037$168,000$116,037$201,020
Year 15$316,962$180,000$136,962$218,852
Year 16$352,268$192,000$160,268$237,297
Year 17$390,126$204,000$186,126$256,389
Year 18$430,721$216,000$214,721$276,164
Year 19$474,250$228,000$246,250$296,657
Year 20$520,927$240,000$280,927$317,906

Inputs

$1,000 per month

Time horizon: 20 years
Rate assumption: 7.0%
Inflation: 2.5%

ETF playbook

Blend a global core (VWRP / IWDA) with high-beta satellites (CNDX / EQQQ) to target the aggressive scenario. Compare matchups directly inside our ETF desk.

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$1,000 per month for 20 years at 7% (monthly)

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FAQ

What is the projected balance for $1,000 per month for 20 years at 7% (monthly)?

At 7.0% annualized, the balance is projected to reach $520,927 after 20 years. $280,927 of that figure is pure market growth.

FAQ

How much capital do I personally contribute?

You contribute $240,000 across the horizon ($1,000 per month plus $0 upfront).

FAQ

How does inflation affect the outcome?

Assuming 2.5% inflation, the purchasing power of the final balance equates to $317,906 in today’s money.