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Wealth Builder ETF Portfolio

Description

Exposure to US Stocks Total Returns exposure with low volatility of returns

Wealth Builder holds a broad-based ASX-listed ETF covering US share market total returns, trading out of it during time of elevated market stress to minimise downside risk. The model’s goal is to generate long term returns with a low volatility of returns.

Subscribe to the Wealth Builder model portfolio and gain access to monthly signals. Access the model information via the website and have the signals sent direct to your email inbox.

Features

  • Holds a broad-based ASX-listed diversified ETF
  • Smooth consistent returns
  • Low volatility of returns

Key Metrics

  • Compound Annual Return: 23%
  • Max Historical Drawdown: 14%
  • Average Volatility of Returns: 12%
  • ETFs Held in Portfolio: 1

Full detailed performance metrics & charts and full strategy description

View strategy trade list