Growth Portfolio
A growth portfolio is for investors looking to gain exposure into companies that are focused on expanding their business. This is for investors with a high tolerance for risk. Think of it as higher risk , higher reward. There is always the debate between growth portfolios and value portfolios and believe it or not, historically, over long time periods, a growth based portfolio has underperformed a value based portfolio. However, there have been many times where growth outperforms value, by a lot, usually in bull markets. One isn’t necessarily better than the other, they serve different purposes and can be used effectively (even concurrently) at the right times. Despite the greater volatility, a growth portfolio has a place in many investors portfolios focused on the long term or to take advantage of a bull market. This portfolio is based on an M1 Finance Portfolio.
Dividend Yield: 0.535%
Expense Ratio: 0.05%
1 Year Return: 33.68%
3 Year Return: 76.21%
5 year Return: 142.73%
SCHG - Schwab U.S. Large Cap Growth ETF (82%)
VOT - Vanguard Mid-Cap Growth ETF (14%)
VBK - Vanguard Small-Cap Growth ETF (4%)
