Life Plan

What do you want to achieve?

Use of this tool is the sole responsibility of the user and does not constitute an investment recommendation. Past performance does not guarantee future returns.

Spending Capital

Ending Balance = 0

Maintain Capital

Ending Balance = Beginning Balance

Maintain Purchasing Power

Protect vs. inflation

Save

Additional Contributions

Share your numbers with us

I want to open my account with

MXN $ MXN

and I seek to withdraw

MXN $ MXN

monthly during

years.

Structure of your Portfolio

Using Historical Data

Using Your Data

Fixed Income

Equities

Inflation

Fixed Income

Equities

Expected yield

Results

Summary

You want:

Scenario

Life Expectancy:

X years

First Retreat:

Scenario

Last Retreat:

X years

Present Value:

X years

Ending Balance:

X years

Balances

Deposits / Withdrawals

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