Time: Fourth 5 years Goal: |Savings to $64,000; expected ETFs to $156,000; expected overall to $516,000 Method: |Invest money in savings account, CDs, ETFs, and Stocks 10% Savings account Allocation for 15% CD Initial Amount Invested: 20% ETFS 55% Stocks Points Possible: 34 Starting Balance: $213,589.52 Your starting balance is the actual ending balance from the previous period. Savings CD ETFS Stocks Choose only your best (highest expected rate) stock to invest in Initial Amount $21,358.95 $32,038.43 $42,717.90 $117,474.24 Invested: How much money was earned through the investments over the 20 years, above and Expected Rate: 3.00% 4.00% 4.60% 9.400% beyond all the payments? Actual Rate: 3.00% 4.00% 1.00% 19.000% PMT: $606.20 $1,519.08 $908.76 Expected Ending $64,000.00 Balance: $39,118.81 $156,000.00 $256,881.19 Actual Ending $64,000.00 $39,118.81 $138,329.13 $391,414.14 Balance: Total Expected $516,000.00 Ending Balance: Total Actual Ending $632,862.08 Balance