100K 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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