I created this spreadsheet as a tool to project my own potential returns from investing in ATM funds, along with the potential tax impact that bonus depreciation would have on my other investments. Now I’m making that tool available to readers of Mindfully Investing.

Use This Financial Model to Project Potential ATM Fund Returns

This Excel spreadsheet (.xlsx file type) contains multiple tools:

1. 1. a month-by-month breakdown of the advertised returns of the most popular ATM fund, allowing you to model out the various potential return scenarios with different starting investments
   2. an annual overview of the projected investment performance with depreciation analysis
   3. a simulated real estate or other passive income source, alongside a potential ATM Fund investment, to help you model the impact of any applicable bonus tax depreciation on the rest of your portfolio

It’s easy to use, and comes with a video walkthrough to help you go over the various inputs you can use to change the model.

Satisfaction Guaranteed Or Your Money Back!

If you buy this spreadsheet and either you can’t use it or you are dissatisfied, you may contact us within 15 days of purchase for a refund.

You can open the file with any spreadsheet tool that can open Excel files; if you don’t have any such software, contact us after purchasing and we will create a Google Sheets version for you.

 

Please also read this important disclaimer:

THIS IS NOT A SOLICITATION TO SELL SECURITIES, WHICH IS ONLY DONE THROUGH APPROPRIATE DISCLOSURE DOCUMENTS AND ONLY TO QUALIFIED INVESTORS. WE ARE NOT FINANCIAL ADVISORS, NOR ATTORNEYS, NOR ACCOUNTANTS, NOR DO WE HOLD OURSELVES OUT TO BE SO. NOTHING ON THIS WEBSITE SHOULD BE INTERPRETED AS A RECOMMENDATION. INVESTORS ARE ENCOURAGED TO CONSULT WITH THEIR PERSONAL LEGAL AND TAX ADVISORS. NEITHER THIS WEBSITE NOR ITS REPRESENTATIVES, OFFICERS, EMPLOYEES, AFFILIATES, SUB-CONTRACTORS OR VENDORS PROVIDE TAX, LEGAL OR INVESTMENT ADVICE. NOTHING ON THIS WEBSITE IS INTENDED TO BE OR SHOULD BE CONSTRUED AS SUCH. THIS IS NOT A GUARANTEE OF INCOME, IT IS A HELPFUL SPREADSHEET MODEL TO HELP YOU DO YOUR OWN MATH AND RESEARCH.