A casino level rocket science portfolio trying to speedrun wealth and bankruptcy at the same time
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.
What type of investor this portfolio is suitable for
Speculative Investors
This setup fits someone who treats volatility like a sport and has a long time horizon plus strong stomach lining. Think: highly speculative mindset, very high risk tolerance, and goals skewed toward massive upside rather than smooth progress. There’s clear comfort with concentrated bets, narrative-driven companies, and the possibility of brutal drawdowns along the way. Planning here assumes either a long runway or money that’s genuinely surplus, not rent money. Ideal for a person who’d rather swing for potential life-changing outcomes and accept the real possibility of heavy losses, rather than sleep soundly with a slow, boring, diversified grind toward moderate, predictable wealth.
Positions
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Rocket Lab USA Inc.
RKLB - US7731221062 50.00% -
MDA Ltd
MDALF - CA55293N1096 18.80% -
Sellas Life Sciences Group Inc
SLS - US81642T2096 9.86% -
Kraken Robotics Inc
KRKNF 7.04% -
Vanguard FTSE All-World ex-US Index Fund ETF Shares
VEU - US9220427754 6.39% -
Planet Labs PBC
PL - US72703X1063 5.67% -
Maritime Launch Services Inc.
MAXQF 2.24%
This setup isn’t a portfolio it’s a fan club for small space and defense contractors with a side quest in biotech. Half the money sits in Rocket Lab alone and almost everything else rhymes with “high concept science project that could implode before lunch.” Compared to a boring global index mix, this is wildly concentrated and brutally undiversified. It’s like building a house out of fireworks: looks exciting right up until ignition. To make this resemble an actual portfolio, gradually dial down single-name exposure and spread money into broader baskets so one launch failure or trial result doesn’t rewrite your life plans in a single trading session.
Growth
An 85% CAGR sounds like a typo from a meme stock subreddit, not a sustainable path. CAGR, or Compound Annual Growth Rate, is just the average yearly growth speed of your money over time. Here it screams “you caught a hot streak,” while the near 38% max drawdown says “and this thing punches back hard.” Also, 90% of returns coming from 28 days means you’re basically hostage to a handful of wild sessions. Past data is like last season’s weather: useful but not a forecast. Treat this run as lucky variance, trim overgrown winners, and build in some boring ballast so one bad month doesn’t erase multiple good years.
Projection
Those Monte Carlo results look like someone fed Red Bull to a spreadsheet. Monte Carlo simulation is just a nerdy way of running thousands of “what if” futures using past volatility and returns. When the median result is five-figure percentage gains and the bottom case is roughly minus 60%, that’s not a plan, that’s a dare. And remember, simulations bake in old behavior; markets don’t care about your model. Treat the upside as fantasy concept art, not a promise. To avoid living only in the 5th-percentile horror story, gradually reduce reliance on moonshot names and pair them with steadier holdings that can quietly compound while the rockets either soar or explode.
Asset classes
- Stocks 100%
- Cash 0%
- Other 0%
- No data 0%
This is 100% stocks and 0% everything else, which is basically saying, “Volatility? Inject it straight into my veins.” No bonds, no cash buffer, no alternatives—just pure equity adrenaline. That can work for long horizons, but it also means every correction hits like a truck, and there’s nothing in here to soften the blow or fund opportunities when prices tank. Think of other asset classes like shock absorbers on a bike: you still move forward, but potholes hurt less. Shifting even a small slice into lower-volatility assets or short-term reserves would make drawdowns more survivable and give dry powder for buying when your favorite rockets go on clearance.
Sectors
- Industrials 78%
- Health Care 10%
- Technology 8%
- Financials 2%
- Consumer Discretionary 1%
- Basic Materials 0%
- Consumer Staples 0%
- Telecommunications 0%
- Energy 0%
- Utilities 0%
- Real Estate 0%
Sector breakdown translation: “Industrials and space toys or bust.” With nearly 80% in Industrials and another chunk in tech-adjacent plays, this is less a diversified portfolio and more a thematic bet on aerospace, defense, and advanced hardware with a biotech cameo. If that ecosystem suffers—regulation, funding winters, contract delays—you get wrecked across almost everything at once. In contrast, broad indexes spread risk across many unrelated business types so one narrative doesn’t dominate your fate. To avoid being held hostage by a single storyline, keep the high-conviction sector bets but cap their weight and layer in exposure to painfully boring sectors that keep chugging even when the cool stuff hits turbulence.
Regions
- North America 94%
- Europe Developed 2%
- Asia Emerging 1%
- Japan 1%
- Asia Developed 1%
- Australasia 0%
- Africa/Middle East 0%
- Latin America 0%
- Europe Emerging 0%
Geographically this screams “North America supremacist with a reluctant toe in the rest of the world.” Around 94% in North America means your fortunes ride heavily on one economic and political regime, plus its currency and regulatory mood. That’s great when your home market dominates, brutal when it doesn’t. The tiny slivers in Europe and Asia via the ETF are the only thing saving this from total home-country tunnel vision. A more balanced mix would treat the rest of the planet as more than a token guest appearance. Gradually increasing truly global exposure would help if the U.S. or Canada hit a rough decade while other regions quietly outperform.
Market capitalization
- Large-cap 52%
- Mid-cap 25%
- Small-cap 17%
- Mega-cap 3%
- Micro-cap 2%
The market-cap mix looks normal at first glance—plenty of big caps—but the actual names tell a different story: this is functionally a small and mid-cap science fair with a few bigger kids chaperoning. Smaller companies behave like teenagers: dramatic, emotional, and extremely sensitive to sentiment and funding conditions. They can grow fast but also disappear quietly. Large caps are more like boring uncles—less exciting, but more likely to show up next year. To avoid your net worth being entirely at the mercy of “story stocks,” keep the spicy smaller names but deliberately build up positions in established, dull compounding machines that can anchor the ride.
Dividends
- Vanguard FTSE All-World ex-US Index Fund ETF Shares 2.90%
- Weighted yield (per year) 0.19%
Dividend story: basically nonexistent. With a total yield around 0.19%, this thing throws off about as much cash as a failed lemonade stand. The one serious payer is the global ex-US ETF, but it’s tiny in the mix. Dividends are like a small paycheck that shows up regardless of market mood, even if prices wobble. Here, you’re relying almost entirely on capital gains—stock prices going up—to make anything. That can work for growth-focused strategies, but it also means no built-in “rent” on your capital. If income or flexibility ever matters, consider nudging the weight of cash-generating holdings higher so not everything depends on price charts behaving nicely.
Ongoing product costs
- Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.07%
Costs are the one part that doesn’t need a therapist. That Vanguard ETF at 0.07% is impressively cheap—you clearly found at least one grown-up option while building this roller coaster. Fees are like slow leaks in a tire: the higher they are, the more distance you lose over time. Here, trading costs and bid-ask spreads in these niche names may still quietly nibble at returns, especially if turnover is high, but structurally you’re not lighting money on fire via expense ratios. Keep the low-fee mindset, and if you ever shift more toward diversified funds, stick to similarly lean vehicles instead of flashy, overpriced wrappers.
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.
In risk-return terms, this sits nowhere near an Efficient Frontier; it’s more like hanging off the edge by one hand. Efficient Frontier just means the best possible mix of assets for a given level of risk—maximizing return per unit of pain. Here, the pain dial is maxed while diversification and stability are turned almost off. You’re taking venture-capital-style risk without the careful portfolio construction behind it. The performance so far flatters the danger; it doesn’t cancel it. To move closer to something sane, cap single-stock weights, boost broad diversified holdings, and intentionally lower volatility so future gains aren’t completely dependent on one or two moonshot stories working out.
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