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Re: OldAIMGuy post# 1179

Wednesday, 08/06/2025 8:14:46 AM

Wednesday, August 06, 2025 8:14:46 AM

Post# of 1185
We're past the 7 month mark for 2025 and things are still going well with my ETF portfolios.

U.S. Domestic Sector ETFs portfolio composite:


International "Style" based ETF portfolio (9 components):


Simple Vanguard Growth Fund (VUG) Plus Cash/Bond Fund (AWF):
This was a contributory IRA until I retired in 2024. It was first managed with Twinvest and then switched to being an AIM managed account.


These range from being very simple to being very broadly diversified. My core and greatest total assets are in the U.S. Domestic portfolio with the International portfolio being the second largest concentration. The simple Vanguard growth account isn't very big, but as you can see, it is doing well since being managed by AIM. Twinvest did a great job of accumulation from 2019 through 2024.

Best wishes,
OAG Tom

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