Financial Goal Planner

Starting Capital ($) Initial investment amount

Target Capital ($) Goal amount to reach

Time Horizon (Years) Number of years to reach your goal

Risk Preference

Conservative (Lower risk, more stable returns)

Moderate (Balanced risk and return)

Aggressive (Higher risk, potential for greater returns)

Additional Options

Include intermediate milestone goals

Include actionable investment recommendations

Our proprietary strategy combines the best elements of quantitative investing with a strong foundation in value principles:

Core Compounders: Buffett and Lynch-style investments focused on excellent fundamentals and long-term compounding potential.
Growth & Momentum: High-growth stocks with strong upward trends, targeting 20-30% annualized returns.
Quant Trades: Short-to-medium term trades using quantitative signals and backtested patterns.
Cash & Defense: Strategic allocation to preserve capital and provide dry powder for opportunistic investments.

Even modest differences in annual returns produce dramatic results over time:

Our strategies aim to maximize long-term compounded returns while managing risk.

Building a portfolio to support your lifestyle after leaving the workforce. Typically requires accumulating 25-30x your annual expenses.

Accumulating enough wealth that work becomes optional. Often defined as having investments generating income equal to your expenses.

Growing capital over time to significantly increase net worth (2x, 5x, 10x) through strategic investment allocations.