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.

Growth-oriented portfolio with heavy tech exposure and a unique tilt towards Bitcoin ETF

Report created on Aug 2, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification

Positions

This portfolio is predominantly invested in the Invesco NASDAQ 100 ETF (70%), with significant allocations to the JPMorgan Equity Premium Income ETF (20%) and the ARK 21Shares Bitcoin ETF (10%). The heavy weighting towards the NASDAQ 100 ETF underscores a strong focus on technology and growth stocks, while the inclusion of a Bitcoin ETF introduces an alternative investment element. This composition suggests a single-focused diversification strategy, heavily reliant on the performance of the tech sector and, to a lesser extent, cryptocurrency markets.

Growth Info

Historically, the portfolio has demonstrated a Compound Annual Growth Rate (CAGR) of 24.73%, with a maximum drawdown of -21.38%. Notably, a significant portion of returns was generated over a small number of days, indicating high volatility and the importance of timing in this investment strategy. Such performance metrics underscore the growth-oriented nature of the portfolio but also highlight its susceptibility to sharp market movements.

Projection Info

Using Monte Carlo simulations, the forward projection anticipates a wide range of outcomes, with a 50th percentile growth of 6,717.2%, demonstrating the portfolio's high-growth potential. However, the reliance on historical data in these projections means they should be viewed with caution, as past performance is not always indicative of future results. This variability underscores the portfolio's aggressive growth stance but also its significant risk.

Asset classes Info

  • Stocks
    87%
  • Other
    10%
  • No data
    3%

The asset class distribution shows a heavy emphasis on stocks (87%), with a minor allocation to 'Other' (10%), presumably representing the Bitcoin ETF, and a small percentage not classified (3%). This allocation reinforces the portfolio's growth orientation but suggests a need for broader diversification to mitigate risk, especially given the volatile nature of both technology stocks and cryptocurrency.

Sectors Info

  • Technology
    41%
  • Telecommunications
    13%
  • Consumer Discretionary
    11%
  • Health Care
    6%
  • Consumer Staples
    6%
  • Industrials
    5%
  • Financials
    3%
  • Utilities
    2%
  • Basic Materials
    1%
  • Energy
    1%
  • Real Estate
    1%

Sector analysis reveals a dominant technology sector (41%), followed by communication services (13%) and consumer cyclicals (11%). This sectoral concentration aligns with the portfolio's growth goals but increases sensitivity to sector-specific downturns, particularly in the technology sector, which can be highly volatile.

Regions Info

  • North America
    88%
  • Europe Developed
    1%
  • Latin America
    1%

Geographic allocation is heavily North American (88%), with minimal exposure to other regions. This concentration in a single geographic area may limit the portfolio's ability to capitalize on global growth opportunities and could increase vulnerability to region-specific economic or political risks.

Market capitalization Info

  • Mega-cap
    43%
  • Large-cap
    33%
  • Mid-cap
    12%

The market capitalization breakdown showcases a focus on mega (43%) and big (33%) cap stocks, indicative of an inclination towards established, large-scale companies. This may provide some stability within the growth-focused strategy but could also limit potential upside from smaller, more dynamic companies.

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.

Considering the Efficient Frontier, the portfolio may not be fully optimized for the best risk-return ratio due to its heavy concentration in high-volatility assets. Adjusting the allocation to include more diverse asset classes or sectors could potentially enhance the portfolio's efficiency, balancing growth prospects with risk management.

Dividends Info

  • JPMorgan Equity Premium Income ETF 8.00%
  • Invesco NASDAQ 100 ETF 0.50%
  • Weighted yield (per year) 1.95%

The dividend yield from the JPMorgan Equity Premium Income ETF (8.00%) significantly contributes to the portfolio's total yield (1.95%), offering a source of income amidst growth-focused investments. However, the overall yield is relatively low, reflecting the portfolio's prioritization of capital appreciation over income generation.

Ongoing product costs Info

  • ARK 21Shares Bitcoin ETF 0.21%
  • JPMorgan Equity Premium Income ETF 0.35%
  • Invesco NASDAQ 100 ETF 0.15%
  • Weighted costs total (per year) 0.20%

The Total Expense Ratio (TER) of 0.20% is impressively low, especially considering the inclusion of specialized ETFs. This cost efficiency supports better long-term performance by minimizing the drag on returns, a positive aspect of the portfolio's construction.

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.

Instrument logos provided by Elbstream.

Help us improve Insightfolio

Your feedback makes a difference! Share your thoughts in our quick survey. Take the survey