USA

Coca-Cola savings plan: what would your monthly amount be worth?

Q: How often did a 10-year plan pay off?

89.0% of periods ended in profit. Best start: May 1987 (5.6× what was paid in). Worst start: Dec 1995 (0.8× what was paid in).

Q: Monthly plan or all at once?

Monthly plan: $9,318. All at the start: $12,819. When prices rise, investing everything at once usually wins. A monthly plan spreads the risk of a bad entry over many points in time.

With $50 a month since Nov 2016 you'd have $9,318 today, having paid in $6,000.

Nov 2016Oct 2026

Savings plan table

Monthly amount and time frame, each calculated up to today.

	5 years	10 years	20 years
$25 a month	$1,966$1,500 paid in	$4,659$3,000 paid in	$12,652$6,000 paid in
$50 a month	$3,932$3,000 paid in	$9,318$6,000 paid in	$25,305$12,000 paid in
$100 a month	$7,864$6,000 paid in	$18,636$12,000 paid in	$50,609$24,000 paid in

How often did a 10-year plan pay off?

We calculated every possible 10-year period since Jan 1985 (382 start months).

89.0%

of periods ended in profit

Best start

May 1987

5.6× what was paid in

Worst start

Dec 1995

0.8× what was paid in

Typical (median): 1.4× what was paid in

Monthly plan or all at once?

Same money over the last 10 years: $6,000 either spread monthly or invested at the start.

Monthly plan

$9,318

All at the start

$12,819

When prices rise, investing everything at once usually wins. A monthly plan spreads the risk of a bad entry over many points in time.

Calculate your own More about Coca-Cola

Values in USD, month-start prices, excluding dividends, costs and taxes. Past performance is no guarantee.