This portfolio has only about 1.5 years of historical data, based on the youngest asset in the portfolio. Some metrics, projections, and AI insights may be less reliable and should be interpreted with caution.

High-growth portfolio with a focus on US equities and a touch of cryptocurrency

Report created on Jul 18, 2025

Risk profile

  • Secure
    Speculative

The risk profile, derived from past market volatility, reflects the level of risk the portfolio is exposed to. This assessment helps align your investments with your financial goals and comfort with market fluctuations.

Diversification profile

  • Focused
    Diversified

The diversification assessment evaluates the spread of investments across asset classes, regions, and sectors. This ensures a balanced mix, reducing risk and maximizing returns by not concentrating in any single area.

Positions

This portfolio is predominantly invested in US equities, with a significant emphasis on growth and momentum strategies, as evidenced by the 40% allocation to the Vanguard Growth Index Fund ETF and the 35% allocation to the Invesco S&P 500® Momentum ETF. The inclusion of the Avantis® U.S. Small Cap Value ETF introduces some value play, diversifying the growth focus slightly. The Fidelity Wise Origin Bitcoin Trust and ProShares Ultra QQQ, each constituting 5% of the portfolio, add an element of high risk and potential high reward, with the former tapping into cryptocurrency and the latter leveraging NASDAQ 100 performance.

Growth Info

The portfolio has demonstrated a remarkable Compound Annual Growth Rate (CAGR) of 31.71%, though it's important to note that past performance is not indicative of future results. The maximum drawdown of -22.53% suggests significant volatility, which is expected given the growth-oriented and leveraged components of the portfolio. The days contributing to 90% of returns being so few highlights the portfolio's reliance on sharp, short-term gains.

Projection Info

The Monte Carlo simulation, based on 1,000 iterations, suggests a wide range of outcomes but with a generally positive outlook. The median projection shows a substantial potential for growth, indicative of the portfolio's aggressive stance. However, the reliance on historical data means these projections carry uncertainty, especially in volatile asset classes like cryptocurrency and leveraged ETFs.

Asset classes Info

  • Stocks
    94%
  • Other
    5%
  • Cash
    1%

With 94% of the portfolio in stocks, the asset class allocation underscores a high-growth, high-risk strategy. The minimal presence of 'Other' and 'Cash' with a complete absence of bonds reflects a portfolio designed for maximum capital appreciation, albeit with increased volatility and risk, particularly unsuitable for risk-averse investors or those with a short investment horizon.

Sectors Info

  • Technology
    32%
  • Consumer Discretionary
    15%
  • Financials
    14%
  • Telecommunications
    12%
  • Industrials
    8%
  • Consumer Staples
    5%
  • Health Care
    4%
  • Energy
    3%
  • Basic Materials
    1%
  • Real Estate
    1%
  • Utilities
    1%

The sectoral allocation reveals a heavy concentration in technology, consumer cyclicals, and financial services, which align with the growth and momentum investment themes. While this sectoral focus may capitalize on growth trends, it also exposes the portfolio to sector-specific downturns, suggesting a need for careful monitoring of sectoral health and potential rebalancing to manage risks.

Regions Info

  • North America
    94%

The geographic allocation is heavily skewed towards North America (94%), indicating a strong bias towards the US market. This concentration enhances exposure to US market performance but also increases vulnerability to US-specific economic downturns. Expanding into international markets could offer broader diversification and potential risk mitigation.

Market capitalization Info

  • Mega-cap
    47%
  • Large-cap
    23%
  • Mid-cap
    9%
  • Micro-cap
    8%
  • Small-cap
    7%

The market capitalization breakdown, with a dominant focus on mega and big cap stocks, supports the portfolio's growth orientation but also its risk profile. Including more medium, micro, and small cap stocks could enhance diversification and potentially tap into higher growth opportunities, albeit with increased volatility.

Redundant positions Info

  • Invesco S&P 500® Momentum ETF
    Vanguard Growth Index Fund ETF Shares
    ProShares Ultra QQQ
    High correlation

The high correlation among the Vanguard Growth Index Fund ETF, Invesco S&P 500® Momentum ETF, and ProShares Ultra QQQ suggests redundancy, limiting the portfolio's diversification benefits. Reducing overlap by reallocating from highly correlated assets could improve the portfolio's risk-adjusted returns.

Risk vs. return

This chart shows the Efficient Frontier, calculated using your current assets with different allocation combinations. It highlights the best balance between risk and return based on historical data. "Efficient" portfolios maximize returns for a given risk or minimize risk for a given return. Portfolios below the curve are less efficient. This is informational and not a recommendation to buy or sell any assets.

Click on the colored dots to explore allocations.

The portfolio's risk-return profile could be optimized by addressing the high correlation among certain assets. Utilizing the Efficient Frontier concept could help in identifying an asset mix that offers the best possible return for a given level of risk, potentially improving the portfolio's diversification and overall performance.

Dividends Info

  • Avantis® U.S. Small Cap Value ETF 1.70%
  • ProShares Ultra QQQ 0.20%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Vanguard Growth Index Fund ETF Shares 0.40%
  • Weighted yield (per year) 0.64%

Despite its growth focus, the portfolio generates a modest dividend yield, contributing to total returns. However, the primary goal remains capital appreciation rather than income, aligning with the portfolio's overall strategy. Investors seeking regular income might consider a greater allocation to higher-yielding assets.

Ongoing product costs Info

  • Avantis® U.S. Small Cap Value ETF 0.25%
  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • ProShares Ultra QQQ 0.95%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Vanguard Growth Index Fund ETF Shares 0.04%
  • Weighted costs total (per year) 0.16%

The portfolio's overall expense ratio is relatively low, enhancing its attractiveness by minimizing cost drag on long-term performance. The low costs are particularly beneficial in a growth-focused portfolio, where compounding returns are critical.

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