1791 (QQQM) (39.7%)

1362 (VOO) (30.2%)

1351 (SCHD) (30%)


how much to increase qqqm by for the ratio to become 50/25/25

To solve this, we need to adjust the investment in QQQM so that the new allocation has a 50/25/25 ratio. Here’s the step-by-step process:

### 1. **Current Allocations**
- QQQM: 1791 units (39.7%)
- VOO: 1362 units (30.2%)
- SCHD: 1351 units (30%)

Let the current total allocation be:

\[
\text{Total} = 1791 + 1362 + 1351 = 4504 \, \text{units}
\]

Now, we are asked to adjust the allocation to reach a new ratio of 50% QQQM, 25% VOO, and 25% SCHD. Let the new total allocation be \( T \), and let \( x \) be the amount by which QQQM is increased.

### 2. **New Allocations Based on the Target Ratios**
- The new allocation for QQQM should be 50% of the total: \( 0.50 \times T \).
- The new allocations for VOO and SCHD should each be 25% of the total: \( 0.25 \times T \).

So:
- New QQQM = \( 1791 + x \)
- New VOO = \( 1362 \)
- New SCHD = \( 1351 \)

The new total \( T \) becomes:

\[
T = (1791 + x) + 1362 + 1351
\]
\[
T = 4504 + x
\]

### 3. **Setting Up the Equation for the Desired Ratio**

We want the new QQQM allocation to be 50% of the total, so:

\[
1791 + x = 0.50 \times (4504 + x)
\]

### 4. **Solve for \( x \)**

Expanding the right-hand side:

\[
1791 + x = 0.50 \times 4504 + 0.50 \times x
\]
\[
1791 + x = 2252 + 0.50x
\]

Now, subtract \( 0.50x \) from both sides:

\[
1791 + 0.50x = 2252
\]

Subtract 1791 from both sides:

\[
0.50x = 2252 - 1791
\]
\[
0.50x = 461
\]

Now, solve for \( x \):

\[
x = \frac{461}{0.50} = 922
\]

### 5. **Conclusion**

To achieve a 50/25/25 ratio, you need to **increase QQQM by 922 units**.

### Do you want further details or have any questions?

Here are 5 related questions you might consider:
1. What would be the impact if VOO or SCHD values changed?
2. How would adding new funds equally affect each investment ratio?
3. Can this calculation work for different types of portfolios?
4. How does percentage change affect the weighted portfolio performance?
5. What would the new percentage of QQQM be if you added less than 922 units?

**Tip:** When adjusting portfolios, rebalancing based on ratios can optimize asset allocation over time.

how much to increase qqqm by for the ratio to become 50/25/25

Discover how to adjust the number of QQQM units to achieve a 50/25/25 allocation across QQQM, VOO, and SCHD. This solution involves calculating the new portfolio total and solving a linear equation. Perfect for high school students learning algebra and ratio calculations.

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