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UpMyInterest High Tech Portfolio

Select portfolio:

Our high risk technology focused 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 [%]
VTI
Vanguard Tot Stock Market ETF
25.0
VXUS
Vanguard Total Intl Stock ETF
25.0
VGT
Vanguard Info Tech ETF
25.0
TLT
iShares 20+ Year Treas Bond ETF
20.0
Bitcoin
Bitcoin
5.0

Historical Summary

Mean annual return: 59.2%

Min annual return: -40.7%

Max annual return: 129.1%

Table of Annual Returns

YearReturn [%]
2017129.1
2018-40.7
2019 42.7
2020105.6

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.


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.