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Real vs nominal revisited

Understand why inflation-adjusted hurdle rates: US investor needs 7% nominal for 4% real (at 3% inflation).

In this lesson

Real vs nominal revisited is part of Inflation-Proof Wealth. This preview shows how financial-independence connects to everyday family decisions such as earning, saving, spending choices, goals, approvals, or parent-guided money conversations inside Progress Penguin.

Today’s money mission

Imagine this situation: Investment A: 25% nominal return in a year with 20% inflation. Investment B: 15% nominal return in a year with 5% inflation.

What you need to know

Inflation-adjusted hurdle rates: US investor needs 7% nominal for 4% real (at 3% inflation). Nigerian investor needs 22%+ nominal for 4% real (at 18% inflation). Same real wealth gain, dramatically different nominal requirement. This is why Nigerian equity markets (historically 15-30% nominal returns) are necessary — not optional — for real wealth preservation.

Real-life example

Real-life money moment: You are evaluating two 10-year investments: A) Nigerian stock fund, 25% nominal annual return, 18% average inflation. B) UK stock fund (in pounds), 10% nominal annual return, 3% inflation, but currency risk. Calculate real returns for both and identify the key risk in each. — Equal real returns, different risks: both achieve 7% real annual return. But the risk sources differ: A is exposed to Nigerian market and currency; B is exposed to exchange rate movements. The rational diversification: hold some of both. Currency risk on B is partially managed by the naira depreciation trend (which tends to boost naira returns on pound-denominated assets over time).

Progress Penguin connection

In Progress Penguin, the inflation protection simulator has a real-versus-nominal display toggle. Switch between nominal and real return views for the same investment and see how different they look. This lesson explains the distinction — the simulator makes visible what the nominal number hides.

Activity preview

Try the money challenge

Match each key term from this lesson to its definition. The trickiest pair connects to: inflation-adjusted hurdle rates: US investor needs 7% nominal for 4% real (at 3%. If a match feels wrong, reread the guided explanation and try again.

Quiz preview

If your investment returns 10% but inflation is 18%, real return is:

+28%
+10%
+18%
-8%

Investment A: 25% nominal return in a year with 20% inflation. Investment B: 15% nominal return in a year with 5% inflation. Which produced better real returns?

Investment A real: 25%−20%=5%. Investment B real: 15%−5%=10%. Investment B produced better real returns despite lower nominal return
Both equal — nominal differences don't matter over the longer term given the circumstances
Cannot compare investments in different environments as a general rule when planning ahead
Investment A — higher nominal return for the typical person given the circumstances