Total Net Worth
$112,000
45% of portfolio
$62,200
25% of portfolio
$37,300
15% of portfolio
$24,900
10% of portfolio
Diversified exposure to AI, cloud computing, and semiconductor leaders
Sustainable energy solutions with government incentives and growth potential
High-growth companies in developing Asian markets with strong fundamentals
Low-volatility investments to protect capital during market downturns
Target: $1,000,000 by 2045
Target: $250,000 by 2030
Target: $80,000 by 2028
Invest fixed amounts regularly to reduce market timing risk and lower average costs.
Strategically manage capital gains and losses to minimize tax liabilities each year.
Maintain your target asset allocation to manage risk and capture growth opportunities.
Spread investments across global markets to reduce concentration risk and tap into growth.