Growth Portfolio

People investing to grow wealth for the long-term, periods of ten years or more, often invest mostly in stocks or ETFs that own stocks, provided they can handle the bumpy ride of portfolio values moving up and down. Although some investors invest 100% in stocks for potentially higher expected returns, a mix of 90% stocks and 10% bonds helps make the bumpy ride easier to handle when stocks decline, and of course a mix of 80%-20% stocks-bonds should make the bumpy ride even smoother, but the reduced amount in stocks also reduces expected long-term returns.

Below is an example of a growth portfolio with a blend of 90% in ETFs that own stocks, and 10% in ETFs that own bonds. Investors can set up this type of portfolio by selecting one or more ETFs in each ETF Category, using information in the Member Zone – ETF & Stock Screener, listing the largest ETFs in each Category of ETFs and the data including ETF size, fees, yield (or income), past performance and more. Some investors may want to adjust the amount in some ETF Categories, such as adjusting International Stocks higher or lower than 20% or adjusting U.S. Bonds higher or lower than 10%.

ETF Category% of Portfolio
U.S. Large Cap ETFs30%
U.S. Small Cap ETFs10%
U.S. Growth ETFs10%
U.S. Value ETFs10%
U.S. Dividend ETFs10%
International ETFs20%
U.S. Bond ETFs10%

This example is for illustrative purposes only. Portfolios can be simplified to include fewer categories.

90% Stocks | 10% Bonds

  • U.S. Large Cap ETFs, 30%
  • U.S. Small Cap ETFs, 10%
  • U.S. Growth ETFs, 10%
  • U.S. Value ETFs, 10%
  • U.S. Dividend ETFs, 10%
  • Intl. ETFs, 20%
  • U.S. Bond ETFs, 10%

How to Invest?

Click the “Stocks” icon.
Click “THEMES”
Choose one ticker at a time or invest in all by clicking “Add all to cart”.
Once complete, click the “Cart” icon
Enter the amount that you wish to invest.
NOTE: By default, the stocks or ETFs in a selected cart will be weighted equally. If you would like to change the percentage allocated to each ticker, simply click on the ticker and enter the target allocation.
Click, “Proceed to checkout”, review your order, then click, “Checkout”.

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