Analyzing Example Portfolios
4 / 4
Pros:
- Balanced mix of income now and growth later.
- Broad diversification.
- Moderate income (~2.7% = $1,350 a year) with room to grow.
Cons:
- Doesn’t maximize yield or growth, serving as a middleground.
- Still requires some rebalancing over time.
- ETF fees, though small, eat slightly into returns.