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UpMyInterest 2019-2021 High Risk Portfolio

Select portfolio:

Our high risk / reward portfolio for investors planning to save for at least 15 years. Click here for more information.

This portfolio may not reflect the current view of the author.

AssetHolding [%]
VXUS
Vanguard Total Intl Stock ETF
40.0
VTI
Vanguard Tot Stock Market ETF
40.0
TLT
iShares 20+ Year Treas Bond ETF
10.0
IAU
iShares Gold Trust
7.0
Bitcoin
Bitcoin
3.0

Historical Summary

Mean annual return: 17.9%

Min annual return: -21.8%

Max annual return: 42.5%

Table of Annual Returns

YearReturn [%]
2018-21.8
2019 28.2
2020 42.5
2021 22.8

Historical growth

Misc. information

nan


Notes

  • Returns assume dividend reinvestment.
  • Returns assume continuous rebalancing.
  • Vanguard index funds like VTI, VWO, etc. were used where a portfolio calls for US equities, emerging market equities, etc. There are other providers of analogous index funds. Do your own research before selecting an index fund for your portfolio. We do not endorse Vanguard or receive any compensation from them.

Click here for other historical returns.