FANS OF WARREN EXERCISE
WARREN ELON OPRAH
Age Start 22 25 40
Age end 75 65 80
How much invested? $150 weekly &
compounding
weekly
$600 monthly &
compounding
monthly
$1,750 quarterly
& compounding
quarterly
Total saved per year weekly monthly quarterly
Fund type Index Managed Index
Fee 3 basis points 2.25% 1.00%
Market return % before
fees
8% 8% 8%
Return % after fees ____% _____% _____%
A FV calculated at 8% $________ $________ $________
B FV after fees
(calculate FV using return % after fees
growth rate)
$________ $________ $________
A-B = Total fees paid
(FV @ 8% - FV after fees)
$________ $________ $________
2
WARREN
_Warren__ invested $______ per _______ earning a(n) ______% return. He/She invested a total
of $_______ per year for _____ years. He/She chose to invest in a(n) ________ fund, paying
_______% in fees for a net return of ________% after fees. Net of fees (after fees), He/She accumulated
$________, and paid a total of $ ________ in fees.
ELON
__Elon___ invested $______ per _______ earning a(n) ______% return. He/She invested a total
of $_______ per year for _____ years. He/She chose to invest in a(n) ________ fund, paying
_______% in fees for a net return of ________% after fees. Net of fees (after fees), He/She accumulated
$________, and paid a total of $ ________ in fees.
OPRAH
Oprah invested $______ per _______ earning a(n) ______% return. He/She invested a total
of $_______ per year for _____ years. He/She chose to invest in a(n) ________ fund, paying
_______% in fees for a net return of ________% after fees. Net of fees (after fees), He/She accumulated
$________, and paid a total of $ ________ in fees.