Monthly Compound Interest with Additional Monthly Investments

Using the formula:

Let R = monthly rate = ( 1 + annual interest rate / 100 ) ^ (1/12) ; (note: 0 <= interest rate <= 1 )

Let P = initial lump sum investment

Let n = months to be invested.

Let a = monthly additional investment.

Total = P * R ^ n + a [ ( 1 - R^(n + 1) ) / ( 1 - R ) ];

It’s important to remember the relation:

1 + x + x^2 + x^3 + … + x^n = (1 – x^(n + 1)) / ( 1 – x)

That will help you reduce your formulas down to what I have up there.

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