CRG Aggressive ETF Model
OBJECTIVE:
The Aggressive ETF Model Portfolio is designed for investors seeking maximum capital appreciation with a high tolerance for risk and market volatility. The model emphasizes growth-oriented equity investments, including exposure to emerging markets, small-cap stocks, and sector-specific ETFs, aiming to capture significant long-term gains.
| RISK LEVEL | Very High |
| TIME HORIZON (YRS) | 10+ |
| RISK SCORE RANGE | 81 – 100 |
| EST. NOMINAL RETURN | 9 – 12% |
| EST. VOLATILITY | 18 – 25% |
QQQ – Invesco QQQ Trust
VOO – Vanguard S&P 500 ETF
VB – Vanguard Small-Cap ETF
VWO – Vanguard FTSE Emerging Markets ETF
BRINGING THE FUTURE INTO THE PRESENT
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Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
We specialize in personalized retirement solutions for small & mid-sized businesses, the self-employed, and individual investors in healthcare.
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LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Phoenix AZ. Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.
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