Investment History 1871–2026
Lump Sum (USD)
Monthly (USD)
Horizon (yrs)
End Date
Portfolio
Values
Currency
Y Axis
Stocks 60 %
Bonds 30 %
Money Market (auto) 10 %

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Final Value
Total Invested
Net Gain
Return p.a. (CAGR)
Data sources: Stocks = S&P 500 Total Return (price + dividends). Bonds = US 10Y Treasury, approx. TR (const. duration d = 8). Money Market = US 3M T-Bill (FRED 1934+). Inflation = US CPI. CZK/USD = OECD via FRED (from 01-1991). Data: 1871–2026. Sources: Shiller (Yale), FRED (Fed. Reserve), Yahoo Finance. Disclaimer: Past performance is not a guarantee of future results.