This portfolio has only about 1.6 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.

A high-growth potential portfolio with a focus on technology and innovative assets

Report created on Aug 5, 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

The portfolio is heavily weighted towards technology and innovation, with significant positions in the SPDR S&P 500 ETF Trust, NVIDIA Corporation, Tesla Inc, and the iShares Bitcoin Trust. This allocation reflects a strong focus on growth sectors, particularly in technology and consumer cyclicals, but it comes with a high level of risk due to the concentration in a few high-volatility assets. The diversification score is low, indicating a single-focused strategy that might not mitigate risks across different market conditions.

Growth Info

Historically, this portfolio has shown an exceptional Compound Annual Growth Rate (CAGR) of 49.17%, with a maximum drawdown of -32.07%. Such performance suggests significant growth potential but also underscores the portfolio's volatility. The days contributing to 90% of returns are notably few, highlighting the impact of extreme positive movements on overall performance. This pattern is typical for aggressive growth portfolios but requires an investor comfortable with substantial fluctuations.

Projection Info

Monte Carlo simulations project a wide range of outcomes, with the median scenario suggesting a substantial increase in portfolio value. However, the broad spread between the 5th and 67th percentiles highlights the uncertainty and risk inherent in this portfolio. While all simulations resulted in positive returns, the variability suggests that future performance could be significantly influenced by key market movements, especially in the technology and crypto sectors.

Asset classes Info

  • Stocks
    90%
  • Other
    10%

The asset allocation is heavily skewed towards stocks (90%) with a small allocation to other assets (10%), notably lacking in bonds or cash holdings which could provide stability during market downturns. This composition aligns with the portfolio's aggressive growth focus but limits its ability to hedge against volatility.

Sectors Info

  • Technology
    39%
  • Consumer Discretionary
    29%
  • Financials
    5%
  • Telecommunications
    4%
  • Health Care
    4%
  • Industrials
    3%
  • Consumer Staples
    2%
  • Energy
    1%
  • Utilities
    1%
  • Real Estate
    1%
  • Basic Materials
    1%

Sector allocation is concentrated in technology and consumer cyclicals, which can offer high growth but also higher volatility. The minimal exposure to defensive sectors like healthcare, consumer defensive, and utilities does little to buffer against market downturns. This sector concentration increases the portfolio's sensitivity to specific industry trends and economic cycles.

Regions Info

  • North America
    90%

The geographic allocation is heavily North American-centric (90%), with no exposure to developed Europe or Asia. This focus on the U.S. market leverages the innovation and growth potential of American companies but misses out on diversification benefits and growth opportunities in other developed markets.

Market capitalization Info

  • Mega-cap
    69%
  • Large-cap
    14%
  • Mid-cap
    7%

The portfolio's market capitalization exposure is predominantly in mega-cap stocks (69%), which typically offer stability and lower volatility compared to smaller companies. However, the significant allocations to high-growth, high-volatility stocks like NVIDIA and Tesla, both considered mega-caps, skew the portfolio towards higher risk.

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.

Given the portfolio's current composition, there's an opportunity to optimize for risk versus return using the Efficient Frontier concept. This might involve diversifying into additional asset classes or sectors to improve the risk-return ratio without necessarily sacrificing growth potential. However, any adjustments should be carefully considered to maintain alignment with the aggressive growth objective.

Dividends Info

  • SPDR S&P 500 ETF Trust 1.10%
  • Weighted yield (per year) 0.44%

The portfolio's dividend yield is relatively low, with the SPDR S&P 500 ETF Trust contributing a 1.10% yield. This focus on growth over income is consistent with the portfolio's aggressive strategy but means that returns are heavily reliant on capital appreciation, which can be unpredictable.

Ongoing product costs Info

  • iShares Bitcoin Trust 0.12%
  • SPDR S&P 500 ETF Trust 0.10%
  • Weighted costs total (per year) 0.05%

The portfolio's costs are impressively low, with a total expense ratio (TER) of just 0.05%. This efficient cost structure supports better long-term performance by minimizing the drag on returns, an important consideration for growth-focused portfolios.

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