(provide example of when to build growth portfolio) Building your Growth Portfolio for accumulation


Long-term growth, diversification, low-cost, tax efficiency

Seek higher returns by focusing on controllable factors (such as expenses, portfolio rebalancing, dollar cost averaging and tax efficiency).  When it comes to investing, we do not attempt to time the market. When plausible, we select passive, index based ETFs and mutual funds to build low-cost, diversified portfolios.

Typical Investments:
Exchange traded funds (ETFs), mutual funds and individual stocks and bonds

Fund Families:
Vanguard Investments, iShares, Dimensional Fund Advisors

Betterment, Fidelity, Vanguard