Tool

Aggressive ETF Portfolio

January 2012

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider. Visit our Portfolio Finder to see them all.

 
View Another Investment Portfolio:

 

Aggressive ETF Portfolio

For those who want an all-stock package.
 100% Stocks | 


 Data through October 31, 2017

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
StockWisdomTree Emerging Mkts Small Cap DivDGS20%28.03%23.86%5.84%4.86%2.96%none%0.63%
StockiShares Russell 1000 Growth IndexIWF3025.1829.4612.9516.618.94none0.2
StockiShares Russell 2000 IndexIWM2011.8927.8310.1814.537.67none0.2
StockiShares DJ US Real Estate IndexIYR156.848.746.318.774.76none0.44
StockVanguard Europe Pacific ETFVEA1523.2424.366.689.081.44none0.07
   10020.0624.149.0511.545.73 0.31
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

This package is geared toward investors who can tolerate a high dose of risk. The entire portfolio is in stocks, including 15% in a real estate trust.

The biggest chunk is in large-company growth stocks, but the portfolio also holds two small-company ETFs: One (IWM) focuses on domestic stocks, and the other (DGS) invests in more than 550 small, dividend-paying companies in emerging markets, including Taiwan, Thailand, South Korea and South Africa.