Sector Rotation Growth
A diversified sector approach focusing on historically high-performing sectors.
Performance Metrics
Annual Return
11.04%
Total Growth (20 Years)
712.06%
$10,000 Becomes
$81,206.18
Expense Analysis
Weighted Expense Ratio
0.1%
Annual Cost per $10,000
$10.00
Strategy Overview
Number of ETFs
4
Investment Focus
TechnologyHealthFinancialConsumer
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
$81,206.18
Total Growth
712.06%
Annual Cost
$10
Total Cost Over Period
$200
Portfolio Composition
| ETF Symbol | ETF Name | Category | Allocation | Expense Ratio | Annual Return |
|---|---|---|---|---|---|
| XLK | Technology Select Sector SPDR Fund | Technology | 40% | 0.1% | 13.5% |
| XLV | Health Care Select Sector SPDR Fund | Health | 25% | 0.1% | 10.5% |
| XLF | Financial Select Sector SPDR Fund | Financial | 20% | 0.1% | 6.8% |
| XLY | Consumer Discretionary Select Sector SPDR Fund | Consumer | 15% | 0.1% | 11% |
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