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.
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Tech and Consumer-Focused Aggressive Growth Portfolio with High Volatility Potential

Report created on Sep 7, 2025

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio is heavily weighted towards common stocks, with significant allocations in technology, communication services, and consumer defensive sectors. The concentration in high-growth companies like Alphabet Inc, Reddit, Inc., and Amazon.com Inc suggests a strategy aiming for aggressive growth. However, the absence of bonds, commodities, or alternative investments indicates a lack of diversification across asset classes, which could increase volatility and risk.

Growth Info

Historically, this portfolio has shown a remarkable Compound Annual Growth Rate (CAGR) of 50.14%, though it has also experienced a significant maximum drawdown of -36.76%. These figures illustrate the portfolio's high-risk, high-reward nature. The days contributing to 90% of returns being so few points to the portfolio's performance being heavily reliant on short-term gains, which may not be sustainable long-term.

Projection Info

Monte Carlo simulations suggest a wide range of outcomes, with the median scenario projecting an 887.2% return. However, the possibility of a -90.7% return in the 5th percentile highlights the portfolio's high risk. These projections, while useful for understanding potential volatility, are based on historical data and cannot guarantee future performance.

Asset classes Info

  • Stocks
    100%

The portfolio's exclusive investment in stocks, without any bonds or other asset classes, maximizes potential returns but also increases risk. Diversifying across different asset classes can reduce volatility and provide a safety net during stock market downturns. Considering the investor's aggressive profile, a small allocation to alternative investments or fixed income could balance risk while still aiming for high returns.

Sectors Info

  • Technology
    25%
  • Telecommunications
    24%
  • Consumer Staples
    18%
  • Financials
    14%
  • Consumer Discretionary
    10%
  • Health Care
    9%

The sectoral allocation leans heavily towards technology and communication services, sectors known for their high growth potential but also for their volatility. The significant investments in consumer defensive and financial services sectors add some balance, potentially mitigating risk during market downturns. However, the portfolio might benefit from further diversification into sectors less correlated with market cycles, such as utilities or healthcare.

Regions Info

  • North America
    83%
  • Europe Developed
    11%
  • Asia Emerging
    6%

With 83% of assets in North America and minimal exposure to emerging Asian markets, the portfolio's geographic distribution reflects a focus on developed markets. While this may seem safer, emerging markets offer growth opportunities and diversification benefits. Increasing exposure to these regions could enhance returns and reduce overall portfolio volatility.

Market capitalization Info

  • Large-cap
    52%
  • Mega-cap
    32%
  • Mid-cap
    10%
  • Small-cap
    6%

The portfolio's allocation across big (52%), mega (32%), and medium (10%) cap stocks, with a small portion in small caps (6%), suggests a balance between stability and growth. However, the emphasis on larger companies, while reducing volatility, may limit potential upside from small-cap investments known for their explosive growth potential in bullish markets.

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 current risk-return profile suggests room for optimization. By adjusting allocations to achieve an expected return of 75.90% at a similar risk level, the portfolio could potentially enhance performance. However, this optimization must consider the investor's risk tolerance and investment horizon, balancing the pursuit of higher returns with the need to manage risk appropriately.

Dividends Info

  • ASML Holding NV ADR 0.90%
  • The Cheesecake Factory 1.80%
  • Capital One Financial Corporation 1.10%
  • Alphabet Inc Class C 0.30%
  • Kroger Company 1.90%
  • Novo Nordisk A/S 3.00%
  • Taiwan Semiconductor Manufacturing 1.10%
  • Zoetis Inc 1.30%
  • Weighted yield (per year) 0.61%

The portfolio's overall dividend yield of 0.61% is relatively low, reflecting its focus on growth stocks, which typically reinvest profits rather than pay dividends. For investors seeking income or a more balanced growth and income approach, increasing exposure to higher-dividend-yielding stocks or sectors could provide additional cash flow and reduce volatility.

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