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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 August 30, 2018

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%-7.43%-0.51%12.34%4.67%5.75%none%0.63%
StockiShares Russell 1000 Growth IndexIWF3016.2826.9919.1117.2612.64none0.2
StockiShares Russell 2000 IndexIWM2014.2525.4316.1513.0410.5none0.2
StockiShares DJ US Real Estate IndexIYR154.486.181010.177.15none0.43
StockVanguard Europe Pacific ETFVEA15-2.354.488.046.224.09none0.07
   1006.5614.6914.1411.188.72 0.3
** 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.