Model Portfolio’s

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Hey Guys, I see your Millennial portfolios have done well this year and they seem to have done well since inception. I’m a new member so I’m wondering if the 30-40% return YTD is normal for these portfolio’s? Did you see unprecedented growth this year because of Covid and the tech boom? I will definitely be following one of the Millennial portfolio’s next year and I’m really looking forward to jumping into the market with your guidance!

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Asked on December 2, 2020 6:18 pm
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30-40% annual returns is not achievable on a regular basis no. Our portfolios have performed insanely well over the last few years. However, it's just not typical to see these types of returns.

You can see the portfolios that have vastly outperformed have a reasonable amount of exposure to tech. Which, they should. After all, they are growth portfolios.

We're going to be completely revamping the structure and how these portfolios are displayed. We realize that they are pretty plain as they are now, and they need some improvement. That will all come in the new year!

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Posted by Dan Kent
Answered on December 2, 2020 7:47 pm