PromptBase
🤖 GPT
This prompt helps you find the perfect index fund tailored to your specific investment goals, risk tolerance, time horizon, and preferences.
By adjusting key variables, you'll receive a detailed analysis of the best funds that align with your financial strategy, ensuring a well-informed decision for your future investments.
...more
$4.99
After purchasing, you will gain access to the prompt file which you can use with GPT or the app builder. You'll receive 20 free generation credits with this purchase. By purchasing this prompt, you agree to our terms of service.
Over 1 month ago
Related item
Prompt Details
Model
Chat - GPT-4o (gpt-4o)
Token size
289 ($0.01445 / call)
Example input
[insert growth/preservation of capital/income generation/other]: Growth with moderate income generation
[insert conservative/moderate/aggressive]: Moderate
[insert number of years or specific date]: 15 years
[insert U.S./international/emerging markets/global/etc.]: U.S. and Emerging Markets
[insert technology/healthcare/financials/energy/etc.]: Technology and Healthcare
[insert small-cap/mid-cap/large-cap/multi-cap]: Multi-cap
[insert quarterly/annually/as needed]: Annually
Example output
Recommended Fund 1: Vanguard Total Stock Market ETF (VTI)
Performance History: Consistent average annual return of 10% over the past decade.
Expense Ratio: 0.03%
Underlying Assets: Broad exposure to U.S. equity market, including large-cap, mid-cap, and small-cap companies across all sectors.
Market Position: VTI is a core holding in many portfolios, offering extensive diversification and stability.
Risk Analysis: With its extensive diversification, VTI mitigates sector-specific risks, providing a stable growth opportunity with moderate income from dividends.
Future Outlook: The U.S. market is expected to continue its growth trajectory, driven by technological advancements and healthcare innovation, making this fund a solid choice for a balanced approach to growth and income.
Allocation Suggestion: Allocate 60% of your portfolio to VTI for core stability and broad market exposure.
Recommended Fund 2: iShares MSCI Emerging Markets ETF (EEM)
Performance History: Average annual return of 8% with higher volatility due to emerging market dynamics.
Expense Ratio: 0.69%
Underlying Assets: Includes leading companies from China, India, Brazil, and other emerging economies, with a strong emphasis on technology and healthcare sectors.
Market Position: EEM provides access to high-growth markets with significant long-term potential.
Risk Analysis: Emerging markets are prone to higher volatility, but the potential for higher returns compensates for the increased risk. Diversification within the emerging markets mitigates some country-specific risks.
Future Outlook: With rising economic powerhouses and increased technology adoption in these regions, EEM offers substantial growth prospects.
Allocation Suggestion: Allocate 25% of your portfolio to EEM to capitalize on high-growth opportunities in emerging markets.
Rebalancing Strategy: Annually assess the portfolio to ensure that the allocation between VTI and EEM aligns with your evolving risk tolerance and market conditions. Adjust as needed to maintain your growth and income objectives.