UpMyInterest 2019-2021 High Tech Portfolio
Our high risk technology focused portfolio for investors planning to save for at least 15 years.
Other information about this portfolio.
This portfolio may not reflect the current view of the author.
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| Asset | Holding [%] |
|---|
VTI
Vanguard Tot Stock Market ETF |
25 |
VXUS
Vanguard Total International Stock ETF |
25 |
VGT
Vanguard Information Technology ETF |
25 |
TLT
iShares 20+ Year Treasury Bond ETF |
20 |
bitcoin
Bitcoin |
5 |
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Historical Summary
Mean annual return: 37.8
Min annual return: -25.8
Max annual return: 242.2
Table of Annual Returns
| Year | Return [%] |
|---|
| 2023 | 32.1 |
| 2022 | -25.8 |
| 2021 | 17.3 |
| 2020 | 38.2 |
| 2019 | 32.6 |
| 2018 | -8.3 |
| 2017 | 71.2 |
| 2016 | 16.1 |
| 2015 | 3.4 |
| 2014 | 8.1 |
| 2013 | 242.2 |
| 2012 | 26.3 |
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Historical growth
Misc. information
There are companies common to both VTI and VGT which will receive "double weight." This portfolio has achieved astronomical historical returns, but don't assume that will continue.
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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.
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