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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.

 
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Aggressive ETF Portfolio

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


 Data through December 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%35.48%35.48%9.38%4.57%4.41%none%0.63%
StockiShares Russell 1000 Growth IndexIWF3029.9629.9613.5917.119.8none0.2
StockiShares Russell 2000 IndexIWM2014.6614.6610.0114.178.75none0.2
StockiShares DJ US Real Estate IndexIYR159.379.375.958.766.5none0.44
StockVanguard Europe Pacific ETFVEA1526.4426.448.958.292.36none0.07
   10024.424.410.1911.426.9 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.