Why Does My T-Rex Score Matter?
Expecting a long and happy retirement, three Boomers each invest $200,000 with a fifteen year time horizon. Their investments each produce the same 5% average annual return over 15 years but their T-Rex Scores are very different!
| Robert | Karen | Michael | |
|---|---|---|---|
| Investment | $200,000 | $200,000 | $200,000 |
| Time Horizon (years) | 15 | 15 | 15 |
| Annual Return | 5.00% | 5.00% | 5.00% |
| Annual Fees | 2.50% | 1.25% | 0.25% |
| T-Rex Score | 42% | 68% | 93% |
Despite identical pre-fee investment performance, Karen ends up $57,757 more than Robert while Michael ends up with $111,521 more than Robert.
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.)
Let me know what you think of this website: