Investment Loan Calculator

See how borrowing to invest magnifies your return — and your risk.

What This Number Means

This projection is only one part of the decision. Before you borrow to invest, consider:

  • How borrowing to invest magnifies both gains and losses

  • Whether the expected return exceeds your loan's interest cost

  • How much risk the leverage adds to your portfolio

  • Whether interest on the loan is deductible in your situation

  • Whether this strategy fits your overall risk tolerance

How to Use This Calculator

1

Enter the loan amount and rate: Input how much you'd borrow and the loan's interest rate.

2

Add your expected investment return: Enter the return you expect on the borrowed funds.

3

Set your time horizon: Enter how long you plan to hold the leveraged investment.

4

Review the leveraged outcome: See how borrowing magnifies your projected return and risk.

DISTINCT TAX

CONSULTING GROUP

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