A portfolio consisting of stock and bond ETFs
MODEL TABLE OF CONTENTS (Skip to Section)
The Aggressive Model is a portfolio example containing publicly traded exchange-traded funds that trade on U.S. exchanges. The holdings listed are representative examples. Other ETFs and funds with similar characteristics could be used.
Who Should Use An Aggressive Portfolio?
- Investors who are continuing to save toward retirement / financial independence and whose spending plans and lifestyle would not be disrupted by a major market downturn.
- Investors who will not be retiring for another 25 years or more and are extremely tolerant toward risk in terms of their ability to withstand large portfolio losses without panicking.
- Investors who want to achieve higher portfolio returns through a significant allocation to stocks.
Performance for periods ending September 30, 2025
Performance is annualized for periods longer than one year.
| 3 Months | YTD | 1 Year | 3 Years | 5 Years | Since Inception | Inception Date | Maximum Drawdown | Annual Standard Deviation | |
|---|---|---|---|---|---|---|---|---|---|
| Aggressive Model Portfolio | 6.7% | 16.5% | 13.8% | 18.2% | 11.0% | 9.7% | 12/31/2018 | -24.8% | 12.7% |
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