Finance Frog

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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%

  1. SCHG - Schwab U.S. Large Cap Growth ETF (82%)

  2. VOT - Vanguard Mid-Cap Growth ETF (14%)

  3. VBK - Vanguard Small-Cap Growth ETF (4%)

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