Balanced Growth Portfolio
A balanced approach combining high-growth technology with stable large-cap exposure.
Performance Metrics
Annual Return
11.44%
Total Growth (20 Years)
772.61%
$10,000 Becomes
$87,261.38
Expense Analysis
Weighted Expense Ratio
0.1558%
Annual Cost per $10,000
$15.58
Strategy Overview
Number of ETFs
3
Investment Focus
Large GrowthLarge BlendLarge Growth
Historical Performance
Growth of $10,000 invested from 2005 to 2025
Portfolio Allocation
ETF allocation percentages within the strategy
Investment Calculator
Investment Calculator
$
Projected Results
Final Value
$87,261.38
Total Growth
772.61%
Annual Cost
$15.58
Total Cost Over Period
$311.6
Portfolio Composition
| ETF Symbol | ETF Name | Category | Allocation | Expense Ratio | Annual Return |
|---|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | Large Growth | 40% | 0.2% | 13.2% |
| SPY | SPDR S&P 500 ETF Trust | Large Blend | 40% | 0.0945% | 9.8% |
| IWF | iShares Russell 1000 Growth ETF | Large Growth | 20% | 0.19% | 11.2% |
Risk Analysis
Risk Factors
- Market Risk: Subject to market fluctuations and volatility
- Sector Concentration: May have significant exposure to specific sectors
- Economic Risk: Economic downturns could adversely affect performance
- Interest Rate Risk: Changes in interest rates may impact performance
Investor Suitability
- Long-Term Investors: 10+ year investment horizon
- Growth-Oriented Investors: Seeking capital appreciation
- Moderate to Aggressive Risk Tolerance: Comfortable with market fluctuations
- Tax-Advantaged Accounts: Ideal for retirement accounts