By Bob Barber, CWS®, CKA®
Initial Investment Year 1
($100,000 invested all in one objective for 20 years)
$100,000 grows at 5% to = $265,330
Initial investment Year 1
($100,000 diversified in 5 different objectives for 20 years)
Aggressive Growth: $20,000 grows at 11%: $161,246
Growth: $20,000 grows at 9%: $112,088
Moderate/Balanced: $20,000 grows at 5%: $53,066
Conservative: $20,000 grows at 3.5%: $39,796
Ultra Conservative: $20,000 grows at 2%: $29,719
* TOTAL: $395,915
* NEARLY 50% more in a diversified portfolio
“Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.” Ecclesiastes 11:2
