VCM Wealth is a registered investment advisory firm that provides an array of wealth management services to institutional and individual clients.

Aggressive ETF Strategy Composite

The Aggressive ETF Strategy’s main objective is to achieve an aggressive growth oriented return by investing in a combination of global equity asset classes. The portfolio consists of multiple exchange traded funds (ETFs) and is invested through the use of a disciplined research process.  The asset allocation of this model is a distinct and differentiating factor. The composite is allocated 100% to the global equity markets.

  • Creation Date: January 1, 2015
  • Inception Date: July 1, 2009
  • Termination Date: N.A.
  • Benchmark: 100% MSCI All World Index (net of all tax withholding)
  • Currency used to express performance: US Dollar
  • Leverage or Derivatives: the firm does not directly use leverage or derivatives, however, underlying holdings with investments held within the model have the ability to use leverage.
  • Domestic/Foreign holdings: All securities held in the model are trades on US exchanges, however, underlying securities may hold foreign securities.
  • Capitalization limits: there are no capitalization limits.
  • Tax restrictions: There are no tax restrictions. All returns are presented net of all applicable tax withholdings.
  • If applicable, nonpaying fee accounts are included.

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