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This video discusses a case study on how to build a $250,000 aggressive ETF portfolio. Dennis Chen, a former hedge fund manager and CFA charter holder, presents the case of a 46-year-old investor named George who wants to invest $253,000 in ETFs. George wants to be aggressive but also smart about diversification and have a long-term mindset.
The video discusses George's goals, his initial allocation across two brokerage accounts at Charles Schwab and JP Morgan Chase, and the tax implications of investing in Roth IRAs and taxable accounts. A breakdown of George's preferred ETFs and the suggested allocations for his portfolio is given, including recommendations for balancing growth focus, dividend yield focus, broad market coverage, and international exposure.
Dennis also discusses the importance of tax efficiency, diversification, and considerations for real estate exposure in the portfolio. Further recommendations such as Dollar Cost Averaging and tax-efficient Investing strategies are also highlighted.
Overall, the video provides a comprehensive guide on how to construct and manage an aggressive ETF Portfolio for long-term growth and financial independence.
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What you'll find in this video:
💵 Introduction to Building a $250K aggressive ETF portfolio
💵 Case Study: Crafting a $253K Diversified Growth ETF Portfolio
💵 Background & Goals
💵 ETF Portfolio Preferences
💵 Updated Approach: Viewing as One Portfolio
💵 Conclusion
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