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Lesson 5-My Portfolio

Updated: Dec 26, 2021

How to Evaluate ETFs:

An ETFs appeal depends on factors including liquidity, (which refers to how easily the ETF is bought or sold), tracking error of the ETF, (which refers to how well the ETF tracks the index), expense ratio, efficiency by which each dollar invested is diversified, transparency, tax-efficiency, risk exposure, and forecasted return. The portfolio in the attached document is recommended for investors with investment time-horizons of 20-25 years as the portfolio is high risk due to its 100% equity holding. The portfolio has an expense ratio of 0.15% and a historical return of 10.504%. The projected average annual return of the portfolio for the next 10 years is approximately 16.477%. However, in the near term, due to the high proportion of growth stock holdings, returns will be volatile. ETFs are highly tax-efficient investment vehicles, generating fewer tax liabilities compared to traditional mutual funds. None of the ETFs in this portfolio use leverage to increase returns. Refer to the disclaimer on the home page before reviewing this portfolio.

(Portfolio has been temporarily removed)

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