12.4%
Expected CAGR
14.2%
Volatility
0.78
Sharpe Ratio
-28.5%
Max Drawdown
Wealth Projection
Generational Wealth Timeline
| Year | Age | Expected | Conservative | Optimistic |
|---|
Monte Carlo Simulation (10,000 runs)
$8.2M
10th Percentile
$18.5M
Median (50th)
$42.1M
90th Percentile
Asset Correlation Matrix
Target Progress Analysis
Progress to $30M Goal
10.5%
~12 years to reach target at expected returns
73% probability of reaching $30M within 20 years
Safe withdrawal at target: $1.2M/year (4% rule)