Portfolio Simulator

Model your global portfolio through GIFT City

Set sleeve allocations, contributions and horizon. We project nominal growth, inflation-adjusted value, drawdown bands and an LTCG-style tax snapshot — calibrated against historical USD-denominated asset class returns.

Allocation
US Equities
30% · 11.5% CAGR
Global DM Equities
20% · 9.2% CAGR
EM Equities
10% · 10.4% CAGR
Global Bonds (USD)
25% · 4.6% CAGR
Alternatives / Gold
10% · 7.5% CAGR
USD Cash / T-Bills
5% · 4.2% CAGR
Total: 100%
Contributions & horizon
Horizon15 years
Inflation assumption4%
Effective tax on gains (LTCG)12.5%
Expected CAGR
8.4%
weighted, gross
Portfolio vol
10.2%
diversified
Stress drawdown
-25%
historical analog
Sharpe (proxy)
0.42
vs USD T-bills
Projected portfolio value
Allocation mix
Outcome at year 15
Total contributions$550.0K
Projected nominal value$1.18M
Gains (pre-tax)$630.2K
Tax @ 12.5% LTCG− $78.8K
Net of tax$1.10M
Real (today's USD)$655.3K

Projections are deterministic estimates based on long-run USD asset class returns and are not a guarantee of future performance. Drawdown bands use ±½σ as a simplified dispersion proxy. Tax treatment depends on residency, holding period and product structure; consult a licensed advisor before investing through GIFT City.