High Growth Technology Focus
A strategy focused on high-growth technology ETFs that have consistently delivered strong returns.
Performance Metrics
Annual Return
13.32%
Total Growth (20 Years)
1119.36%
$10,000 Becomes
$121,935.82
Expense Analysis
Weighted Expense Ratio
0.16%
Annual Cost per $10,000
$16.00
Strategy Overview
Number of ETFs
2
Investment Focus
Large GrowthTechnology
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
$121,935.82
Total Growth
1,119.36%
Annual Cost
$16
Total Cost Over Period
$320
Portfolio Composition
| ETF Symbol | ETF Name | Category | Allocation | Expense Ratio | Annual Return |
|---|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | Large Growth | 60% | 0.2% | 13.2% |
| XLK | Technology Select Sector SPDR Fund | Technology | 40% | 0.1% | 13.5% |
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