LINUS Portfolio Calculator

1. BUILD A CLASSIC INVESTMENT PORTFOLIO

Shares

Bonds

2. ADD PRIVATE REAL ESTATE

Private Real Estate

Average Shares and Bonds Portfolio

INITIAL INVESTMENT €

€ 25,000 to € 50,000,000

5 YEARS

10 YEARS

15 YEARS

After 5 Years

After 10 Years

After 15 Years

Capital
€

XXX,XXX

XXX,XXX

XXX,XXX

XXX,XXX

XXX,XXX

XXX,XXX

Return
% p.a.

X.05

X.05

X.10

X.10

X.15

X.15

Volatility
% p.a.

X.05

X.05

X.10

X.10

X.15

X.15

Sharpe
Ratio

X.05

X.05

X.10

X.10

X.15

X.15