Sophia is 33 years young and has been working for an automotive supplier for 10 years now. She started investing once she finished university and began working to lay the foundations for her future wealth. Therefore, she started with a lump sum of 15,000€ from her parents and regularly adds 250€ per months to her investment plan.

"Many of my friends are asking, why I am already engaged with retirement savings. I think, that only the ones starting in time are able to make the most out of it. I haven't saved a lot of money yet. But with an initial investment of 15,000€ I already made a comfortable start. I am now planning to save monthly for my personal retirement with the help of invest4goals."

Sophia

Investment goals

Have a look at Sophia's key data and investment targets:

Age

Started investing

Investment horizon

Initial lump sum

Regular payment

Investment objective

Investment target

Portfolio

: 33 years

: 10 years ago

: 25 years from now, 35 from start

: 15,000€

: 250€, monthly

: Retirement

: 230,000€

: invest4goals A3

Now, let's have a look and see how Sophia's investment has done, how much of her target she has reached, if she is still on track to reach her investment goals and look at simulated future outcomes.

Performance and achievements to date

Goal check - On track?

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. We do not provide financial planning services to individual investors. There is no guarantee that the intended goal will be reached. Changes to inputs and other assumptions may affect your potential to reach the intended goal. For Illustrative purposes only. Not representative of any specific investment or account. Diversification and re-balancing strategies do not ensure a profit and do not protect against losses in declining markets. Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.