VIGRX

Typical_Web_2125

This custom portfolio is **significantly overweight in U.S. stocks** and **tilted toward Growth** compared to the [Vanguard Total World Stock ETF (VT)](https://investor.vanguard.com/investment-products/etfs/profile/vt). While VT provides a "market-cap weighted" slice of the entire global investable market, your portfolio is an active bet on the continued dominance of the U.S. and large-cap growth companies.  **Geographic Exposure** * **Heavy U.S. Tilt**: Your portfolio allocates **87% to U.S. equities** (combining VFINX, VIGRX, VIMSX, and NAESX). In contrast, VT maintains a roughly **62.5% U.S. allocation**, reflecting the global market's actual composition. * **Underweight International**: You have only **13% in international stocks** (10% Developed, 3% Emerging). VT holds nearly **37.5% in non-U.S. stocks**, providing much broader exposure to markets like Japan, the UK, and China.  Vanguard +2 **Market Cap and Style Tilts** * **Growth Concentration**: By adding 12% in Vanguard Growth Index (VIGRX), you are "tilting" away from the total market's neutral stance and betting on high-valuation sectors like Technology. * **Complex Mid/Small Cap Mix**: While VT naturally includes mid and small-cap stocks at their market weight, your portfolio manually allocates **15% to Mid (VIMSX) and Small-Cap (NAESX)**. This may result in a higher concentration of smaller companies than a market-cap weighted fund would typically hold. 

prkskier

Are you looking specifically for the "growth" factor or do you mean growing your portfolio in a general sense? Those are two different things. While the growth factor has performed well lately, that historically hasn't been the case all the time. QQQM, VUG, and similar funds would be good choices. I'd probably favor VUG since it includes a wider set of large cap growth companies (like financials) that QQQM wouldn't. If you want to increase the expected return, you should consider a combination of growth and value companies. I'd say even going with a large cap growth and small cap value split 50/50. So maybe VUG 50% and AVUV 50%. [Here's a backtest showing the 50/50 LCG/SCV versus QQQ and SP500](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2023&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&benchmark=VFINX&portfolioNames=true&portfolioName1=50%2F50+LCG%2FSCV&portfolioName2=QQQ&portfolioName3=Portfolio+3&symbol1=VISVX&allocation1_1=50&symbol2=VIGRX&allocation2_1=50&symbol3=QQQ&allocation3_2=100)

blahblah98

Maybe I wasn't entirely clear about what Fidelity offered in my corporate 401(k) account; only about 30 mutual funds of mediocre performance. No brokerage option. I'm doing more than 3x better with QQQ, SPHQ, VIGRX, VIMGIX with leverage not available for 401ks. I'll look at your suggestions for my wife's account; currently INPIX, SCATX, MACGX and ADNPX. Backtest shows about 1/3 TMR compared to \^\^.

buried_lede

qqq is from 1999 onward That's plenty of record But you can also use older ones to go back further Vanguard growth - VIGRX Vanguard SP500 - VFINX

HickNamby

VIGRX tracks the nasdaq and is off 25 percent. That's it's own little recession there and a crazy deal in my book