An Aggressive ETF Portfolio for Growth

An Aggressive ETF Portfolio for Growth

Mar. 20, 2024

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This week we’re discussing the growth part of our three-pronged plan.

And in our last Newsletter, we looked at an ETF portfolio meant to beat the market and preserve our portfolio.

But stability was the main focus, not growth. It was a maybe a portfolio for a mature person in his/her 50s.

Today we’re getting aggressive.

This portfolio is for big growth, big drawdowns be darned. This might be appropriate for someone in their 20s or someone who loves risk and bigger returns.

Of course, the idea of what grows might be different than what actually grows. Let’s take a look

First, I looked around and found several ETFs that fit our aggressive profile (on paper). Here’s that portfolio:

We have tech (VGT), growth (VUG), large-cap growth (MGK), more growth (SCHG), more large-cap growth because that’s what AAPL/MSFT/NVDA are (IVV), international exposure (VXUS), and Bitcoin (FBTC).

The problem is that all the Bitcoin ETFs have just come out, so we can’t really run any data with those yet. So I’ll eliminate Bitcoin and run the rest.

Here are the results since 2014:

Our aggressive growth basket did, in fact, beat the market. And, as expected, the drawdown was much bigger than if we just used an index fund by itself.

But wait a second. What were the returns from last Newsletter’s “conservative” portfolio again?

I thought so.

Our “preserve our money” portfolio beat the aggressive portfolio over the same period–and had much lower drawdown.

Hmm. Maybe the thought of what grows isn’t what actually grows.

Of course, Bitcoin has recently gone through the roof. Any strategy that has Bitcoin exposure and includes 2024 will do better.

But any portfolio that included Bitcoin through the fall of 2023 would have done worse.

So keep that in mind.

In our next Newsletter, we’ll look at some brand new, crazy, exciting ETFs.

Talk to you soon.

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Disclaimer:
It should not be assumed that the methods, techniques, or indicators presented in these products will be profitable or that they will not result in losses. Past results are not necessarily indicative of future results. Examples presented on these sites are for educational purposes only. These set-ups are not solicitations of any order to buy or sell. The authors, the publisher, and all affiliates assume no responsibility for your trading results. There is a high degree of risk in trading.

HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN INHERENT LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT ACTUALLY BEEN EXECUTED, THE RESULTS MAY HAVE UNDER- OR OVER-COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN.