
Rate Of Return
Commemorative100K USD · Finalized Configuration
Assets exceeding 100K USD
Preservation of Value > Returns
Capital Preservation > Quick Profits
No Loss > Sharp Rise
(Gold 10%, Higher stock allocation, more comfortable)
1. VTI 40.5% = $40,500
2. VT 19.5% = $19,500
3. BOXX 30% = $30,000
4. IAU 10% = $10,000
In a nutshell
This plan: stable, tax-efficient, simple, flexible, and most suitable for you.
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