Globally diversified, low-cost ETF allocation designed for maximum long-term growth
2012 – 2025 · 14-Year Track Record
Annualized Return
9.93%
Compound annual growth
Worst Year
−9.42%
2022
Best Year
22.19%
2025
Positive Years
12 / 14
86% of years positive
Initial Investment$100,000
Initial Investment
$
Time Horizon20 years
Annual Contribution
$
Downside (5th percentile)
$0
Only 5% of outcomes finish lower
Median (50th percentile)
$0
Most likely range of outcomes
Upside (95th percentile)
$0
Only 5% of outcomes finish higher
Important Disclosures: Performance shown reflects backtested model results based on
historical ETF total returns from 2012–2025, assuming reinvestment of all dividends and
distributions and annual rebalancing back to target allocation weights. Returns are shown gross of advisory fees;
actual client returns will be lower after fees and may differ further due to timing, taxes, and
other factors. Future projections use Monte Carlo simulation derived from historical statistics
— they are illustrative estimates, not guarantees. Past performance does not predict future
results. All investing involves risk, including possible loss of principal.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered
investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and
Jantz Wealth Solutions are independent of each other. Insurance products and services are not
offered through BWA but are offered and sold through individually licensed and appointed agents.