$300,000 invested today
I just deployed $300,000 into my SAVER Growth Fund.
Here’s exactly how it’s structured and why 👇
30% SCHD – $90,000
Built for income and stability. This ETF focuses on high-quality U.S. companies that pay strong, consistent dividends.
• 1-Year: ~8–10%
• 5-Year Avg: ~10–11%
• 10-Year Avg: ~11–12%
20% SMH – $60,000
This is the growth engine. Semiconductor companies powering AI, chips, and future tech. Higher upside… but expect volatility.
• 1-Year: ~40–50% (very strong recent run)
• 5-Year Avg: ~20–25%
• 10-Year Avg: ~18–20%
25% VOO – $75,000
The foundation. Tracks the S&P 500. This is your “own the market” position.
• 1-Year: ~20–25%
• 5-Year Avg: ~14–15%
• 10-Year Avg: ~12–13%
25% QQQ – $75,000
Growth with consistency. Focused on top tech companies like Apple, Microsoft, and Nvidia.
• 1-Year: ~25–30%
• 5-Year Avg: ~18–20%
• 10-Year Avg: ~16–17%
What does this mean together?
When you blend income (SCHD), stability (VOO), and growth (QQQ + SMH), you get a portfolio designed to ride the ups and downs while still pushing forward.
👉 Estimated 10-Year Average Return: ~13–15% annually
(Not guaranteed, but based on historical performance and allocation)
That’s the difference between just investing… and investing with a strategy.
🏎️You can go 30 mph with your money… or 90 mph. The choice is yours.
⸻
This is for educational purposes only.
Consult your financial advisor, tax professional, or investment professional before making any decisions.
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$300,000 invested today
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Many couples earn good money but still feel behind financially. Inside the SAVER Wealth Community, you’ll learn to build generational wealth together.
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