Pocket ISA

BY YOURPOCKETAPPS

OFFLINE COPY
Holdings & cash
SymbolPriceValue
Vanguard S&P 500VUSA.L · 10.00 shares · bought Jan 2025
£800.00+0.50%
£8,000.00+14.3% · +£1,000
CashJan 2025 · £100/mo
4.5%
£4,769.30current balance+£269 growthdeposit amount: £2,500.00 · total deposited: £4,500.00

1 yr 8 mo of history shown

Leave blank to auto-calculate

Net 6.90% after fees

Value at maturity · Sept 2036

£136,473

10 years away · portfolio survives to target.

Total deposited by maturity: £75,000

Fund value over time
£138k £105k £72k £39k £6k Today Maturity Lump sum deposit Jan 2025 · Historical average: £6,500Nov 2025 · Historical average: £10,300Today · Historical average: £11,950Today · Historical-rate projection: £12,500Today · Projection: £12,500Jul 2027 · Historical-rate projection: £18,521Jul 2027 · Projection: £18,371May 2028 · Historical-rate projection: £30,077May 2028 · Projection: £29,689Mar 2029 · Historical-rate projection: £37,276Mar 2029 · Projection: £36,543Jan 2030 · Historical-rate projection: £44,959Jan 2030 · Projection: £43,788Nov 2030 · Historical-rate projection: £53,156Nov 2030 · Projection: £51,448Sept 2031 · Historical-rate projection: £61,903Sept 2031 · Projection: £59,546Jul 2032 · Historical-rate projection: £71,237Jul 2032 · Projection: £68,106May 2033 · Historical-rate projection: £81,197May 2033 · Projection: £77,156Mar 2034 · Historical-rate projection: £91,824Mar 2034 · Projection: £86,724Jan 2035 · Historical-rate projection: £103,164Jan 2035 · Projection: £96,838Nov 2035 · Historical-rate projection: £115,265Nov 2035 · Projection: £107,531Sept 2036 · Historical-rate projection: £128,177Sept 2036 · Projection: £118,836 Jan 2025Nov 2030Sept 2036
Portfolio historyAverage-growth forecast (8.1% pa)Your projection (6.9% net)

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