Reference Portfolios

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Conservative Growth

Conservative

Low Risk

A balanced portfolio focused on steady growth with low risk

Expected Return

6.5%

Volatility

8.2%

Asset Allocation

VTI
ETF40%
BND
Bond ETF30%
VEA
International ETF20%
VTEB
Municipal Bond ETF10%
Aggressive Growth

Aggressive

High Risk

High-growth portfolio targeting maximum returns with higher risk

Expected Return

12.3%

Volatility

18.5%

Asset Allocation

QQQ
Tech ETF35%
VUG
Growth ETF25%
VTI
Total Market ETF20%
ARKK
Innovation ETF20%
Dividend Income

Income

Medium Risk

Income-focused portfolio emphasizing dividend-paying assets

Expected Return

8.1%

Volatility

12.4%

Asset Allocation

VYM
Dividend ETF40%
SCHD
Dividend ETF30%
REITS
REITs20%
VNQ
Real Estate ETF10%

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