💹 Opportunity Fund Calculator
Evaluate potential investments against your opportunity fund criteria
⚠️ Important Disclaimer
This calculator is for educational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making investment decisions.
Your Information
Typical range: 4-5%
Analysis
Recommended Fund Range
$0 – $0
10-20% of liquid net worth
Required Return Threshold
0%+
2.5x your safe rate
Decision
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Methodology
- Opportunity Fund Size: 10-20% of liquid net worth reserved for high-return opportunities
- Deployment Threshold: Expected return must be 2-3x higher than safe rates (typically 4-5%)
- Minimum Return: 10%+ to justify the increased risk over safe investments