A highly aggressive tech tilted portfolio with strong growth focus and low income generation

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 portfolio style fits an investor who is comfortable with substantial volatility in pursuit of aggressive long‑term growth. The ideal profile is someone with a long time horizon, no short‑term need to tap the funds, and a high tolerance for temporary drawdowns without panicking. Goals might include maximizing wealth over decades, leaning into innovation and future‑oriented themes, and accepting that returns may be very lumpy year to year. This kind of investor typically values upside potential more than stability or income, is willing to study their holdings, and understands that periods of underperformance versus the broader market are a normal part of a concentrated, speculative approach.

Positions

  • ASML Holding NV ADR
    ASML - USN070592100
    7.39%
  • Amprius Technologies Inc.
    AMPX - US03214Q1085
    6.96%
  • Rocket Lab USA Inc.
    RKLB - US7731221062
    6.11%
  • NVIDIA Corporation
    NVDA - US67066G1040
    5.95%
  • VanEck Uranium+Nuclear Energy ETF
    NLR - US92189F6016
    5.84%
  • Invesco NASDAQ Next Gen 100 ETF
    QQQJ - US46138G6310
    5.58%
  • Vanguard S&P 500 ETF
    VOO - US9229083632
    5.24%
  • SAGMF
    SAGMF
    5.18%
  • Invesco NASDAQ 100 ETF
    QQQM - US46138G6492
    5.16%
  • Fidelity® Government Money Market Fund
    SPAXX - US31617H1023
    4.94%
  • Kratos Defense & Security Solutions
    KTOS - US50077B2079
    4.39%
  • Western Digital Corporation
    WDC - US9581021055
    4.22%
  • TTM Technologies Inc
    TTMI - US87305R1095
    4.21%
  • Micron Technology Inc
    MU - US5951121038
    4.15%
  • VanEck Semiconductor ETF
    SMH - US92189F6768
    4.12%
  • Applied Materials Inc
    AMAT - US0382221051
    3.82%
  • Taiwan Semiconductor Manufacturing
    TSM - US8740391003
    3.75%
  • SPDR® S&P Metals and Mining ETF
    XME - US78464A7550
    2.89%
  • Ivanhoe Electric Inc.
    IE - US46578C1080
    2.38%
  • Leonardo DRS, Inc. Common Stock
    DRS - US52661A1088
    2.20%
  • Fastenal Company
    FAST - US3119001044
    2.16%
  • POET Technologies Inc
    POET - CA73044W3021
    1.47%
  • Constellium Nv
    CSTM - FR0013467479
    1.26%
  • Photronics Inc
    PLAB - US7194051022
    0.63%

This portfolio is packed with individual stocks and a handful of growth‑oriented funds, with very little in low‑risk assets. The biggest weights sit in semiconductors, advanced tech, space and defense names, with broad index funds as smaller supporting positions. This structure heavily emphasizes growth potential over stability. That can be exciting when markets are strong but uncomfortable during sharp pullbacks. A simple way to tighten things up is to decide what role each holding plays: core broad exposure, high‑conviction growth, or satellite “bets.” Once those roles are clear, trimming overlapping positions and boosting the true core can make the overall mix easier to manage and more resilient.

Warning Historical data is limited for this portfolio, which reduces the confidence in the calculated values.

Growth Info

The historical numbers here (a reported CAGR above 1,300% with very small drawdowns) are almost certainly distorted by a short data window, unusual starting point, or calculation quirks. CAGR, or Compound Annual Growth Rate, is like averaging your speed over a long road trip; outliers over a tiny stretch can make it look unrealistically high. It’s helpful that the view so far has been positive, but past returns—especially extreme ones—don’t reliably predict what comes next. It’s more useful to stress‑test mentally: imagine a 30–50% drop in the growth names and ask whether the position sizes and number of bets would still feel acceptable and aligned with your long‑term plan.

Warning Due to limited historical data, this may show extreme values that are not realistic.

Projection Info

The Monte Carlo results show enormous positive and negative percentages, which is a sign the simulation struggled with the inputs and volatility. Monte Carlo analysis basically runs thousands of “what if” paths using past ups and downs to estimate future ranges. When the outputs go to absurd extremes, it’s a reminder not to take the exact numbers literally. The key takeaway is that this kind of high‑octane, concentrated growth portfolio naturally produces a very wide range of possible outcomes. A more practical approach is to think in scenarios: good case, bad case, and middling case over 5–10 years, and adjust position sizes so that even the bad case is survivable for you.

Asset classes Info

  • Stocks
    95%
  • Cash
    0%
  • Other
    0%

Almost everything here is in stocks, with close to zero in stabilizers like bonds or cash beyond a small money market piece. That aligns with a very speculative profile focused on long‑term capital growth rather than capital preservation or income. Stock‑only portfolios can build wealth quickly in bull markets but also tend to experience sharp drawdowns when conditions turn. Many investors find it useful to define a minimum “safety buffer” in cash‑like or low‑volatility assets—even 5–15%—to cover near‑term needs and give flexibility to buy dips. If the current all‑equity tilt is intentional, it’s still worth deciding at what point you might gradually add a small stabilizing sleeve as the portfolio grows.

Sectors Info

  • Technology
    46%
  • Industrials
    24%
  • Basic Materials
    6%
  • Unknown
    5%
  • Energy
    4%
  • Utilities
    2%
  • Consumer Discretionary
    2%
  • Health Care
    2%
  • Telecommunications
    2%
  • Consumer Staples
    1%
  • Financials
    1%
  • Real Estate
    0%

Sector‑wise, technology is the clear anchor, with nearly half the portfolio there and another big chunk in industrials, especially defense, space, and advanced manufacturing themes. This concentration can be powerful when innovation and risk‑taking are rewarded, and your exposure here is very much in line with a high‑growth mindset. The flip side is vulnerability if high‑growth areas fall out of favor or if regulation, rates, or supply‑chain shocks hit these sectors. It can help to decide how much of the portfolio you want in “high innovation” versus steadier, more boring areas. Even shifting a modest slice toward more defensive or cash‑generative businesses can smooth the ride without diluting the overall growth tilt.

Regions Info

  • North America
    79%
  • Europe Developed
    10%
  • Asia Emerging
    5%
  • Asia Developed
    1%
  • Australasia
    1%
  • Europe Emerging
    0%
  • Africa/Middle East
    0%
  • Latin America
    0%

Geographically, the portfolio leans heavily on North America, with some exposure to developed Europe and a small stake in Asia, including important chip‑related holdings. This is broadly similar to many common benchmarks that are US‑centric, which is a positive alignment because it anchors you to large, transparent markets. However, the limited exposure to emerging regions and the relatively light non‑US weighting means outcomes are still closely tied to the US and a few developed economies. A simple way to refine this is to decide on a target split between home‑market and international exposure, then use broad, low‑cost global funds to fill any gaps instead of adding more small individual positions.

Market capitalization Info

  • Mega-cap
    32%
  • Large-cap
    32%
  • Mid-cap
    13%
  • Small-cap
    12%
  • Unknown
    5%
  • Micro-cap
    1%

The mix by market cap is nicely spread across mega, large, mid, and small companies, with a meaningful allocation to larger, established names. That’s a strength, because mega and large caps tend to be more liquid and somewhat more resilient, while small and mid caps add upside potential but can swing more wildly. The current blend fits a speculative growth style but still has an anchor in big, global businesses. One useful check is to review whether the riskiest small and micro‑cap positions are sized appropriately—typically kept small enough that a severe drawdown in any one of them won’t materially damage the overall portfolio or your ability to stay invested through volatility.

Redundant positions Info

  • Fidelity® Government Money Market Fund
    Amprius Technologies Inc.
    Ivanhoe Electric Inc.
    SAGMF
    VanEck Uranium+Nuclear Energy ETF
    Rocket Lab USA Inc.
    Vanguard S&P 500 ETF
    VanEck Semiconductor ETF
    Photronics Inc
    Constellium Nv
    TTM Technologies Inc
    Invesco NASDAQ Next Gen 100 ETF
    Western Digital Corporation
    Applied Materials Inc
    ASML Holding NV ADR
    Micron Technology Inc
    Taiwan Semiconductor Manufacturing
    Kratos Defense & Security Solutions
    Invesco NASDAQ 100 ETF
    SPDR® S&P Metals and Mining ETF
    High correlation

The data show many holdings moving together historically, meaning they’re highly correlated. Correlation is just how often things go up and down at the same time; when most positions share the same pattern, diversification benefits shrink during stress. This is common in portfolios dominated by a single broad theme like advanced tech and growth. It’s good that you already have some diversified funds, but several holdings likely provide very similar exposure. A helpful step is to identify which positions are “duplicates in disguise” and decide which you truly want as core. Consolidating overlapping names into fewer, stronger convictions or into broad funds can maintain your desired theme while reducing unnecessary complexity.

Dividends Info

  • Applied Materials Inc 0.30%
  • ASML Holding NV ADR 0.50%
  • Leonardo DRS, Inc. Common Stock 0.80%
  • Fastenal Company 2.00%
  • Micron Technology Inc 0.10%
  • VanEck Uranium+Nuclear Energy ETF 2.10%
  • Invesco NASDAQ Next Gen 100 ETF 0.80%
  • Invesco NASDAQ 100 ETF 0.50%
  • VanEck Semiconductor ETF 0.30%
  • Fidelity® Government Money Market Fund 1.50%
  • Taiwan Semiconductor Manufacturing 0.70%
  • Vanguard S&P 500 ETF 1.10%
  • Western Digital Corporation 0.10%
  • SPDR® S&P Metals and Mining ETF 0.30%
  • Weighted yield (per year) 0.49%

The overall dividend yield is quite low, under 1%, which fits a growth‑first approach rather than an income strategy. Dividends are cash payments from companies; higher‑yield portfolios can help cover living expenses or provide a steady stream to reinvest. Here, most of the return potential is intended to come from price appreciation, not regular payouts. That’s perfectly reasonable for someone with a longer time horizon who doesn’t need the portfolio to generate much current cash. It can still be useful to track the yield and see whether, over time, you’d like a small portion of the portfolio in more income‑oriented assets, especially as your situation, goals, or withdrawal needs evolve.

Ongoing product costs Info

  • VanEck Uranium+Nuclear Energy ETF 0.61%
  • Invesco NASDAQ Next Gen 100 ETF 0.15%
  • Invesco NASDAQ 100 ETF 0.15%
  • VanEck Semiconductor ETF 0.35%
  • Vanguard S&P 500 ETF 0.03%
  • SPDR® S&P Metals and Mining ETF 0.35%
  • Weighted costs total (per year) 0.08%

Your costs are impressively low overall, with a blended expense ratio under 0.10% thanks to the use of efficient broad ETFs. That’s a big positive, because fees work like friction: even small differences compound over decades and can materially impact final wealth. The more concentrated thematic ETFs carry higher fees, but their weights are modest enough that they don’t drag the total too much. A useful ongoing habit is to periodically check whether any higher‑cost vehicles are still pulling their weight relative to simpler, cheaper alternatives. Continuing to favor low‑cost core holdings while being very selective about pricier niche funds keeps more of the long‑run growth in your own pocket.

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.

From a risk‑return optimization angle, this portfolio sits near the “high risk, high potential return” end of the spectrum. The Efficient Frontier is a concept that shows the best possible trade‑off between risk and return using only the assets you already hold, by changing their weights. Importantly, efficient does not always mean more diversified; it just means better payoff for each unit of volatility. Given how correlated many positions are, slight shifts toward broad, low‑cost funds and away from redundant single stocks could push the portfolio closer to that efficient line. It’s also wise to remember that efficiency on paper doesn’t replace the need to match the mix to your own emotional risk comfort.

What next?

Ready to invest in this portfolio?

Select a broker that fits your needs and watch for low fees to maximize your returns.

Select broker

Create your own report?

Analyze your portfolio

Join our community!

Join Discord

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.