Why Does My T-Rex Score Matter?
With an eye to building future financial freedom, three Millennials each invest $10,000 for the long term. Their investments each produce the same 7% average annual return over 35 years but their T-Rex Scores are very different!
| Emily | Joshua | Sarah | |
|---|---|---|---|
| Investment | $10,000 | $10,000 | $10,000 |
| Time Horizon (years) | 35 | 35 | 35 |
| Annual Return | 7.00% | 7.00% | 7.00% |
| Annual Fees | 2.50% | 1.25% | 0.25% |
| T-Rex Score | 38% | 63% | 91% |
Despite identical pre-fee investment performance, Josh ends up $24,091 more than Emily while Sarah ends up with $51,700 more than Emily.
Which T-Rex Score will you choose?
(If this illustration doesn’t apply to your circumstances, just go to the T-Rex Calculator to create your own scenarios.)
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