Leveraged Investment Calculator

leverged investment loan calculatorThis calculator will help you project the future value of a segregated fund investment loan contract. As you input different loan amounts, interest rates, and investment periods, you will quickly come to realize the potential earning power that a leveraged investment can provide. Please consult with a qualified licensed investment advisor to see if a leveraged investment strategy is suitable for you.

Please enter the following information:

Investment Loan Value: (enter an amount between $10,000 and $250,000, which is the typical range for most investment loans.)


Annual Interest Charges: (100% income tax deductible and usually range between prime + .75% and prime + 1.50%)


Marginal Tax Rate: (combined fed. and prov. income tax rates for B.C. residents ranges from 20.06% to 43.70% depending on income.)


Annual Investment Earnings: ( enter the rate of % interest you would expect to earn on your segregated fund investments.)


Investment Term to Maturity: ( choose the number of years that you would like to have your investment loan working for you.)


Total Personal Investment: ( consider the total % interest charges paid on your loan as your own capital or personal investment.)


Future Account Value: ( this value represents the total of the original investment loan plus the annually compounded investment earnings.)


Total Return on Investment: (the actual return on your personal investment without factoring in any of your income tax refunds.)


Aggregated Income Tax Refund: (the total income tax refund you would receive based on the marginal tax rate entered above.)


DISCLAIMER: The administrator and owner of this website take no responsibility for any financial decisions made based upon the use of this calculator. The information provided by this calculator is intended solely for general information and educational purposes. Rates of return may fluctuate over time and especially for long-term investments. Final calculated results are not guaranteed to be completely accurate and are in no way endorsed, offered or guaranteed by Savii Financial Concepts. Copyright© 2017 saviifinancial.com

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