Your Portfolio After Fees


You have probably heard many times about the impact of fees on your investment, especially after compounding them for several years. If you have never seen how significant this can be, now you can.

Feel free to customize the sample data below by changing the green cells. See what you are left with after fees. You will be shocked:

As you can see, the small percentage of fees can really eat into your portfolio after a couple of decades.  A 2% fee can eventually eat away more than HALF of it!

Assuming that each of the portfolios will get the same annual return as the index, then the best way to go is to own stocks.  The second best way to go is to own ETF.

See Why Most Funds Underperform.

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