The Power of Just 10%
You like what you see about the Stars model, especially the best version (40/40), but you’re not ready to commit your entire portfolio. What if you allocated just 10% of your portfolio to the 40/40 version of Stars, with the other 90% in SPY?
Let’s run the numbers:
💰 Starting Portfolio: $100,000
-> $90,000 in SPY
-> $10,000 in Stars
📊 After 15 Years:
-> SPY: $450,000
-> Stars: $330,000
-> Stars now makes up 42% of your portfolio.
📊 After 30 Years:
-> SPY: $2.3 million
-> Stars: $15 million
-> Stars now makes up 87% of your portfolio.
Even with a conservative approach, dedicating just 10% of your investments to Stars could significantly transform your long-term financial future.
One way to think about it: Keep 90% of your portfolio in your preferred investment style, while 10% in Stars could provide a legacy-level retirement for your children and grandchildren.
A small shift today can create massive wealth tomorrow. Are you positioning your portfolio for long-term success?