High. This portfolio focuses on maximizing long-term growth with higher exposure to equities, accepting greater volatility and market risk.
You have a higher risk tolerance and a long-term investment horizon, and are comfortable with market ups and downs in pursuit of higher potential returns.
The Global Multi-Asset Aggressive Portfolio is designed for investors seeking strong capital appreciation by allocating a larger portion to equities across U.S., developed, and emerging markets. While this portfolio is subject to higher volatility, it offers greater long-term growth potential by capitalizing on global market opportunities. It is suited for investors focused on building wealth over time and willing to accept higher short-term fluctuations.
For this portfolio, we have identified the below companies:
| Company | Description |
|---|---|
| iShares MSCI Emerging Markets ETF (EEM) | This fund provides aggressive growth potential by investing in a wide range of companies located in fast-growing but more volatile emerging market economies around the world. |
| iShares MSCI EAFE ETF (EFA) | Offering aggressive international diversification, this fund invests in leading companies across developed markets in Europe, Australasia, and the Far East for significant growth opportunities. |
| SPDR Gold MiniShares Trust (GLDM) | This trust offers a cost-effective way to invest in physical gold, providing a hedge against inflation and currency fluctuations as part of an aggressive diversification strategy. |
| iShares High Yield Systematic Bond ETF (HYDB) | Seeking higher income streams for aggressive investors, this ETF focuses on high-yield corporate bonds, which carry greater risk but offer more substantial potential returns than investment-grade debt. |
| iShares Core Total USD Bond Market ETF (IUSB) | This fund provides a stabilizing core to an aggressive portfolio by offering broad exposure to the entire U.S. investment-grade bond market for diversification and capital preservation. |
| iShares Core S&P 500 ETF (IVV) | Acting as the foundational U.S. equity holding, this ETF provides exposure to 500 of the largest American companies, capturing broad market growth for the aggressive portfolio. |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) | This fund provides aggressive exposure to a diverse basket of commodities like energy and metals, aiming for capital appreciation and acting as a hedge against rising inflation. |