These Growth investment strategies are designed to yield higher returns than your typical Retirement investments. Our ETF Growth Portfolios and Strategies give you several options based on your level of risk tolerance to maximize your ETF growth returns.
ALERT: Be certain you understand investment risk since it's probably NOT what your think. Read Understanding Investment Risk now!
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Conservative Growth
Our use of broad market indexes results in a conservative investment strategy when compared to a portfolio of individual stocks because of the greater diversification inherent in an index fund. Additionally, our suggested allocations across a global market further mitigates risk to a conservative level while still seeking a safe, maximum return for that level of risk.
Our Conservative Growth Portfolio suggestion is:
Funds, Underlying Indices, and Percentage in this Strategy
Fund Symbol
| Underlying Index
| Asset Class
| Percentage of Portfolio
|
VTI
| MSCI US Broad Market Index | US Stock
| 30% |
| VBR | MSCI US Small Cap Value Index | US Stock
| 10% |
VEA
| MSCI EAFE Index | Foreign Stock
| 45% |
VWO
| MSCI Emerging Markets Index | Foreign Stock
| 15% |
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Moderate Growth
Our use of broad market indexes results in a moderate investment strategy when compared to a portfolio of individual stocks because of the greater diversification inherent in an index fund. Additionally, our suggested allocations across a global market further mitigates risk to a moderate level while still seeking maximum return for that level of risk.
Our Moderate Growth Portfolio suggestion is:
Funds, Underlying Indices, and Percentage in this Strategy
Fund Symbol
| Underlying Index
| Asset Class
| Percentage of Portfolio
|
VTI
| MSCI US Broad Market Index | US Stock
| 20% |
| VBR | MSCI US Small Cap Value Index | US Stock
| 20% |
VEA
| MSCI EAFE Index | Foreign Stock
| 30% |
VWO
| MSCI Emerging Markets Index | Foreign Stock
| 30% |
Analyze this Strategy's Performance using our Portfolio Performance Analyzer