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Interactive Strategy Calculator

Wealth Generation Strategy Calculator

Model a HELOC-funded investment strategy, annual cash-flow spread, accelerated debt reduction, and projected strategy profit.

Important Disclaimer

Figures are based on assumptions provided and are general in nature. Results are not guaranteed and should not be construed as tax, legal, lending, or investment advice. Borrowing to invest involves risk, including interest-rate risk, market risk, and the potential for investment losses.
Initial HELOC
$0
Initial investment borrowing
Annual Cash Flow
$0
Net portfolio cash flow
Gain / Profit
$0
Investment value less HELOC

Strategy Projection

HELOC outstanding, investment account value, cash-flow spread, and cumulative strategy profit.

Year-by-Year Projection

Based on the same formulas used in the Excel workbook.

Year HELOC Outstanding Investment Account Value Cash Flow Spread Gain / Profit
Investment cash flow first services HELOC interest. Any cash flow remaining after interest is applied directly to HELOC principal. Once the HELOC reaches $0, all remaining and future cash flow is reinvested into the investment account.