- Comments (6)
- Text Size: Down Up
moneysense.ca, 6/06/05
Starting Early: Fun with Numbers
Fellow blogger JLP recently posted about the advantages of investing early in life. By starting early, we can allow compounding to work its magic. Time literally is money. However, along with our investment, inflation is also compounding and eating into our returns.
So, I took JLP’s numbers and plugged them into Excel and added a twist: I am assuming annual returns of 12% and an inflation of 3%. Here are the results:
Early Bird, who started investing $3000 every year starting at age 25 has a portfolio of $143,651 at age 40. But, instead of $48,000 in nominal dollars she has actually invested $62,284 in real terms. Actual return is 230% compared to a nominal return of about 300%.
Slow Poke, who waited till 30 and invested $3000 every year thereafter until age 40, has a portfolio of $69,399. He has invested $33,000 in nominal terms but only $39,576 in real terms. Slow Poke’s actual return is 175% and nominal return is 210%.
Admittedly, Early Bird has a big headstart. At age 65, she will have $2.44 million whereas Slow Poke will only have $1.17 million. Starting to invest early pays rich dividends, only it is a little bit less than we think.
moneysense.ca, 6/06/05









Early investing also allows you to divide your retirement investment along a long time. It is easier on the pocket, alloweing a bit more space for luxuries.
Money and Investing
Arbee,
Thanks for the mention.
One thing about your example: When you say you are factoring in inflation, does that mean that you are adjusting (increasing) the $3,000 per year by the 3% inflation rate?
One thing I didn’t factor into my equation was the impact of raises and such. My goal was to make the example simple enough for people to understand the impact of saving money.
Good post! Keep up the good work!
JLP
AllThingsFinancial
JLP: Yes. I am adjusting inflation at the end of every year.
Please note, I am not saying early investing is not good. If we start early, we need to invest less money over time to achieve our investment goals like JA point out.
It sounds like I am nitpicking, but all I am saying is inflation corrodes our investment returns that returns are just a little bit less impressive than it first seems.
[...] earlier however when discussing investing the magic of compounding can never be overstated. The earlier you invest the more you can benefit from compounding interest; this is exactly why investing early is so critical. People often ask [...]
[...] A recent post on this topic by Michael James reminded me of this post that was first published here in June 2005. Note the overly optimistic and rather naive assumption of a 9 percent real [...]
[...] A recent post on this topic by Michael James reminded me of this post that was first published here in June 2005. Note the overly optimistic and rather naive assumption of a 9 percent real [...]