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High-Risk Portfolio

A growth-oriented portfolio focused on maximizing long-term returns.

Our High-Risk Portfolio

The High-Risk Portfolio is intended for clients with a higher risk tolerance and a long-term investment horizon. It places a strong emphasis on equities and growth-oriented assets, complemented by selective diversification into alternative investments.
While subject to higher market volatility, this plan is designed to deliver higher long-term returns through disciplined asset allocation and ongoing portfolio monitoring. It is suitable for long-term growth strategies and higher return objectives.

Investment Portfolio Composition

Asset Type
Percentage
Cash and Cash Equivalents
11.87%
Stocks, Options, and Stock ETFs
49.11%
Mutual Funds
5.72%
Other Assets
27.88%
Loans
0.36%
Tradable Government Bonds
4.78%
Deposits
0.24%
Non-Tradable Corporate Bonds
0.00%
Tradable Corporate Bonds and Bond ETFs
0.03%

Annual Returns

Period
Pertcentage
Last 12 months
9%
3 years cumulative
24%
3 years average
9%
5 years average
8%

Our High-Risk Portfolio
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