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A high-performance, buy-and-hold portfolio for investors who want results—without the hassle.
David Alan Carter
July 2, 2025 Of my three portfolios, you're looking at the Aggressive - an all-stock collection that has blown past the S&P 500 every year for the past decade. No day trading, no monthly rotation. Set up the buys in your brokerage account, rebalance once a year, and your work is done.
The Aggressive Portfolio is designed for investors who want a performance edge, and...
So, how big of a performance edge are we talking about? And exactly how elevated is that volatility? Let's have a look... |
The Results |
Chart courtesy ETFreplay.com
Assuming a starting balance of $10,000, an investment in SPY - the popular ETF that mirrors the S&P 500 index - would have delivered a balance of $25,340 in the 10 years ending July 1, 2025. An investment in the Aggressive Portfolio would have delivered $212,120.
The numbers get eye-popping, fast. Have a little more to start with? A $50,000 portfolio in the beginning, had you simply bought and held SPY, would be worth $126,700 today. Not bad. But that same $50,000 put to work in the Aggressive Portfolio would be worth $1,060,600 today. Want this Portfolio? Jump to Portfolio Pricing and sign up. Or, keep reading... You don't make this kind of money risk free. In the stock market, investment risk can be thought of in terms of volatility and drawdowns. Volatility In simple terms, volatility refers to the rate at which the price of an asset or market fluctuates over a given period. Over the 10-year period referenced above, our Aggressive Portfolio had a volatility of 21.1%. That's slightly higher than the 18.3% for SPY (our market proxy). Maximum Drawdown A drawdown is the decline in an investment's value from its peak to its lowest point before it recovers to a new peak. For the 10-year period, our Aggressive Portfolio experienced a maximum drawdown of -29.4% in 2020, slightly less than the -33.7% that SPY suffered that same year. 
Data courtesy ETFreplay.com
It's worth noting that the Aggressive Portfolio recovered quickly and went on the end the year up 40.2%, vastly outperforming the overall market.
The takeaway: The Aggressive Portfolio is volatile and will experience sizable drawdowns from time to time, commensurate with its high expected returns. For this reason, the portfolio is most suitable for investors with a high tolerance for risk - or investors who keep the total invested amount to a comfortable level. Ready to put these stocks to work in your account? Jump to Portfolio Pricing and sign up. Or, stay with me and take a look at why this portfolio works. |
Why Does This Work? |
Looking back over the past 10+ years, the Aggressive Portfolio has dramatically outperformed the S&P 500. Why is this so?
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What Do You Get?
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Your payment buys the list of the specific stocks that make up that portfolio, as well as the starting allocation of each asset. And your payment provides access for an entire year to the portfolio's exclusive Members Page, which offers up:
Importantly, you're on the mailing list for Trade Alerts. I don't make changes to the portfolio often or casually. But when I do, it's pretty important stuff that will affect returns and risk factors going forward. |
Take The Next Step |
Ready to level up? If your investment account has been delivering subpar returns for too many years, shake that up. It's your money -- and the quality of your retirement -- on the line. Make the most of it.
Take the next step and claim the Portfolio that matches your goals and risk profile. If you already know you want the Aggressive Portfolio, jump straight to... Portfolio Pricing First-year pricing reflects the full value you'll receive upfront. After that, it's just low-cost support and updates to keep you on track. Don't need that? Cancel anytime after the initial payment to avoid future charges. Prefer lower risk? See how my other two portfolios - Conservative and Moderate - stack up on the following page... Compare All Three Portfolios Questions? I'm just an email away. Best of luck, David P.S. Still not convinced? I get it - I'm a skeptical person, myself. But consider this: if the Aggressive Portfolio doesn't outperform SPY over the first three years of your subscription, I'll refund your entire fee. That's right, your entire fee. I'm that confident this is a winning formula. Details on the pricing page. --David |
Three Caveats
Past performance is no guarantee. While the WealthDAC Portfolios have delivered strong past performances, according to the first rule of investing, past performance is no guarantee of future results.
May not be suitable for all investors. This page details the WealthDAC Aggressive Portfolio, a curated collection of 12 large-cap stocks. As noted in the name, this is a relatively aggressive portfolio best suited for investors with a high tolerance for risk - or investors who keep the total invested amount to a comfortable level.
Max Drawdowns are not safety nets. Max drawdowns are historical points of reference. They are the largest drawdowns the backtested examples have experienced over the time frames cited. They are not floors, they are not safety nets. Always assume the largest drawdown (for any stock, ETF, mutual fund, strategy or portfolio) is lurking out there in the future.
May not be suitable for all investors. This page details the WealthDAC Aggressive Portfolio, a curated collection of 12 large-cap stocks. As noted in the name, this is a relatively aggressive portfolio best suited for investors with a high tolerance for risk - or investors who keep the total invested amount to a comfortable level.
Max Drawdowns are not safety nets. Max drawdowns are historical points of reference. They are the largest drawdowns the backtested examples have experienced over the time frames cited. They are not floors, they are not safety nets. Always assume the largest drawdown (for any stock, ETF, mutual fund, strategy or portfolio) is lurking out there in the future.