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% |

HOLDINGS |
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TICKER | RATIONALE | LITERATURE |
QQQ (Invesco QQQ Trust)
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Including QQQ in an aggressive ETF model portfolio provides targeted exposure to high-growth sectors and leading innovative companies, offering the potential for superior long-term returns. Its liquidity, cost efficiency, and diversification within growth stocks further strengthen its role as a core holding in an aggressive growth-oriented portfolio.
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VO (Vanguard Mid-Cap ETF)
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Including the Vanguard Mid-Cap ETF (VO) in an aggressive ETF model portfolio enhances growth potential by adding mid-cap exposure, diversifies market capitalization risk, and broadens sector exposure beyond large-cap tech-heavy ETFs. This combination supports the aggressive portfolio’s goal of maximizing long-term capital appreciation while managing risk through diversification.
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VEA (iShares MSCI EAFE ETF)
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Including the Vanguard FTSE Developed Markets ETF (VEA) in an aggressive ETF model portfolio adds important geographic and sector diversification, reducing reliance on U.S. markets while maintaining exposure to global growth opportunities. This helps improve the portfolio’s risk-return profile and supports long-term capital appreciation goals consistent with an aggressive investment strategy.
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PROSPECTUS | ||
VOO (Vanguard S&P 500 ETF)
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VOO tracks the S&P 500 Index, which represents approximately 500 of the largest U.S. companies. These large-cap stocks provide a strong historical growth record, low costs, and high liquidity. VOO serves as a stable core holding that complements more concentrated growth ETFs, supporting the portfolio’s long-term capital appreciation objectives while managing risk through diversification.
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PROSPECTUS | ||
VB (Vanguard Small-Cap ETF)
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Including VB in an aggressive ETF model portfolio enhances growth potential by adding diversified small-cap exposure, complements large- and mid-cap holdings, and captures the small-cap premium. This supports the portfolio’s objective of maximizing long-term capital appreciation while maintaining broad market diversification and managing risk through size and sector diversification.
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IAU (iShares Gold Trust) |
Including the iShares Gold Trust (IAU) in an aggressive ETF model portfolio can seem counterintuitive at first, since gold is traditionally viewed as a defensive or inflation-hedging asset rather than a growth driver. However, including it provides valuable diversification benefits, inflation protection, and downside risk mitigation. This helps balance the portfolio’s high-growth focus with resilience against market shocks, ultimately supporting more consistent long-term performance.
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VWO (Vanguard FTSE Emerging Markets ETF)
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Including Vanguard FTSE Emerging Markets ETF (VWO) in an aggressive ETF model portfolio enhances growth potential by providing diversified exposure to fast-growing emerging markets. It broadens geographic and economic diversification, captures demographic and sector tailwinds, and complements developed market holdings. While it introduces higher volatility, this aligns with the aggressive portfolio’s objective of maximizing long-term capital appreciation through diversified global growth opportunities.
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BRINGING THE FUTURE INTO THE PRESENT
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