Aggressive Growth

Maximum equity exposure tilted toward growth and innovation. This portfolio swings hard — expect 30%+ drawdowns but potentially market-beating returns over a 10+ year horizon.

ETFs

0.5%

Aggregate Yield

$222.9B

Wtd Avg AUM

Holdings

Symbol	Name	Weight	Price	1D	3M	YTD	Yield	AUM
QQQ	Invesco QQQ Trust, Series 1	40%	$710.99	...	...	...	0.4%	$465.3B
VGT	Vanguard Information Technology ETF	20%	$112.43	...	...	...	2.7%	$16.9B
IWF	iShares Russell 1000 Growth ETF	25%	$123.54	...	...	...	1.4%	$129.1B
ARKK	ARK Innovation ETF	15%	$79.08	...	...	...	—	$7.3B

Investment Thesis

Growth investing concentrates on companies reinvesting profits into expansion rather than paying dividends. The thesis is simple: the biggest winners in the stock market are companies that grow earnings faster than anyone expects, and tech/innovation companies have the longest runways for that growth. The QQQ and VGT core provides exposure to the mega-cap tech companies driving AI, cloud computing, and digital transformation. IWF broadens this into growth stocks across all sectors, while ARKK adds a high-risk satellite position in speculative innovation names. This portfolio is designed for investors with a 10+ year horizon who can stomach significant drawdowns — the Nasdaq fell 80% after the dot-com bubble and 33% in 2022, but has massively outperformed over full cycles.

Portfolio Construction

QQQ Invesco QQQ Trust, Series 1

40%

Nasdaq-100 tech/growth core — the 100 largest non-financial Nasdaq companies. Heavy in Apple, Microsoft, NVIDIA, Amazon, and Meta. This is the engine of the portfolio.

Yield: 0.4% AUM: $465.3B

VGT Vanguard Information Technology ETF

20%

Pure technology sector bet — more concentrated than QQQ, focusing exclusively on information technology companies including semiconductors, software, and hardware.

Yield: 2.7% AUM: $16.9B

IWF iShares Russell 1000 Growth ETF

25%

Broad US growth stocks — the Russell 1000 Growth index captures growth companies across all sectors, not just tech. Includes healthcare and consumer growth names that QQQ and VGT miss.

Yield: 1.4% AUM: $129.1B

ARKK ARK Innovation ETF

15%

Disruptive innovation satellite — high-conviction active bets on genomics, fintech, autonomous vehicles, and next-gen internet. Very high volatility but potential for outsized returns if these themes play out.

AUM: $7.3B

Key Considerations

Extremely concentrated in technology — if tech falls out of favor, this portfolio will significantly underperform
No bond allocation means no cushion during crashes; 30-50% drawdowns are possible
ARKK adds speculative risk with high-beta, often unprofitable companies
Near-zero yield means no income — this is purely a total return play

← All Portfolios