Global Technology Leaders
A globally diversified technology-focused strategy combining U.S. tech leaders with international exposure.
Performance Metrics
Annual Return
12.03%
Total Growth (20 Years)
869.81%
$10,000 Becomes
$96,981.01
Expense Analysis
Weighted Expense Ratio
0.1562%
Annual Cost per $10,000
$15.62
Strategy Overview
Number of ETFs
5
Investment Focus
TechnologyLarge GrowthTechnologyForeign Large BlendLarge Blend
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
$96,981.01
Total Growth
869.81%
Annual Cost
$15.62
Total Cost Over Period
$312.4
Portfolio Composition
| ETF Symbol | ETF Name | Category | Allocation | Expense Ratio | Annual Return |
|---|---|---|---|---|---|
| XLK | Technology Select Sector SPDR Fund | Technology | 30% | 0.1% | 13.5% |
| QQQ | Invesco QQQ Trust | Large Growth | 30% | 0.2% | 13.2% |
| VGT | Vanguard Information Technology ETF | Technology | 20% | 0.1% | 12% |
| EFA | iShares MSCI EAFE ETF | Foreign Large Blend | 10% | 0.32% | 6.2% |
| VTI | Vanguard Total Stock Market ETF | Large Blend | 10% | 0.03% | 9.9% |
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