Index Investment Strategy

Initial Capital: $2,000 USD

Investment Type: Stock Market Indices

Investment Period: 2025

Portfolio Allocation

Index Fund	Allocation %	Amount (USD)
S&P 500 ETF	45%	$900
NASDAQ-100 ETF	25%	$500
Russell 2000 ETF	15%	$300
MSCI Emerging Markets ETF	10%	$200
Cash Reserve	5%	$100

Index Fund Tracking

Fund Name	Units	Entry Price	Current Price	P/L
[S&P 500 ETF]	--	$--	$--	$--
[NASDAQ-100 ETF]	--	$--	$--	$--
[Russell 2000 ETF]	--	$--	$--	$--
[MSCI EM ETF]	--	$--	$--	$--

Investment Rationale

S&P 500 (45%): Core holding for broad U.S. market exposure
NASDAQ-100 (25%): Technology and growth sector exposure
Russell 2000 (15%): Small-cap U.S. market exposure
MSCI EM (10%): International diversification through emerging markets
Cash (5%): Emergency buffer and opportunity fund

Performance Monitor

Monthly Returns 2025

Risk Management

<aside>

Rebalancing Schedule: Quarterly review and rebalancing if allocation differs by more than 5% from target

Risk Metrics to Monitor:

Portfolio Beta
Correlation between holdings
Volatility measures </aside>

Investment Goals

Timeframe	Target Return	Status
Q2 2025	--%	In Progress
Q3 2025	--%	Pending
Q4 2025	--%	Pending
Year-End 2025	--%	Pending