A quarterly-rebalanced, growth-focused mix of QQQ, VUG, ARKK, NVDA, and AAPL, designed to target fast-growing tech and innovation while accepting higher volatility and sector concentration.

- The portfolio is fully invested in five holdings with fixed target weights that sum to 100%. - Holdings: QQQ 30%, VUG 25%, ARKK 20%, NVDA 15%, AAPL 10%. - Rebalance happens every quarter: at each rebalance, you buy or sell so the actual amounts match the target weights again. - This is a growth-oriented mix: it leans into technology and innovation to pursue faster earnings growth, not broad diversification across all sectors. - Example: If you have $10,000, you’d aim for about $3,000 in QQQ, $2,500 in VUG, $2,000 in ARKK, $1,500 in NVDA, and $1,000 in AAPL after rebalancing. - Costs include the ETF expense ratios and any trading costs when rebalancing; taxes can apply if you’re in a taxable account and sell assets at a gain during rebalances.

Out-of-sample, this growth tilt beats the S&P: ~28% annual return vs ~16%, Sharpe ~1.04 vs ~0.93, Calmar ~1.0. Tech-heavy, quarterly rebalance offers higher upside; expect larger drawdowns (~28%).