Investment Research & Portfolio Lab
AssetGrowth is a research desk for long-term investors — model portfolios, allocation tools, and growth analytics built to show your assumptions, not sell you a return.
The Lab, in three parts
01 · Strategy
Model portfolios across the risk spectrum, plus an allocation builder to design your own.
02 · Analytics
Compound growth, CAGR, and wealth projection tools with transparent, adjustable assumptions.
03 · Insight
Research notes on equities, fixed income, real assets, and macro trends — clearly labeled by type.
Tool 01
Enter a starting balance, a monthly contribution, and an assumed annual rate. The engine compounds monthly and separates what you contributed from what the market did.
Projected outcome
Future value
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Contributed
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Growth
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Dashed line = capital contributed. Shaded line = projected balance assuming a constant annual rate — a simplification of real markets, which fluctuate year to year.
Model Portfolios
Each model is a starting framework you can adjust — a way to see how allocation shifts affect expected return and volatility.
From the research desk
Clear analysis on taxes, borrowing, investing, and the financial decisions that shape everyday money.