A high-growth tech-focused portfolio with significant exposure to leading indexes

Report created on Aug 2, 2025

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

2/5
Low Diversity
Less diversification More diversification

Positions

This portfolio is heavily concentrated in the technology sector, with a significant allocation to NVIDIA Corporation, the Invesco NASDAQ 100 ETF, and the Vanguard S&P 500 ETF. This composition indicates a strong focus on growth, particularly within the tech industry. However, it also suggests a low level of diversification, both in terms of asset classes and sectors, as 100% of the portfolio is invested in stocks, with a notable emphasis on technology.

Growth Info

Historically, this portfolio has demonstrated impressive growth, with a Compound Annual Growth Rate (CAGR) of 32.93%. The maximum drawdown of -46.10% points to high volatility, which is typical for aggressive growth portfolios focused on tech. The days contributing to 90% of returns being concentrated in just 29 days highlights the portfolio's reliance on significant, albeit infrequent, market movements for its returns.

Projection Info

The Monte Carlo simulation, running 1,000 scenarios, suggests a wide range of potential outcomes for this portfolio. With a 50th percentile projection of 4,994.7% growth, the simulation underscores the portfolio's high-growth potential. However, the broad spread of outcomes, from the 5th to the 67th percentile, also emphasizes the high risk associated with this aggressive strategy.

Asset classes Info

  • Stocks
    100%

The portfolio's allocation is entirely in stocks, with no presence in other asset classes like bonds or real estate. This singular focus on equities, particularly within tech, maximizes potential returns but also increases risk, as there's no diversification to mitigate sector-specific downturns or broader market volatility.

Sectors Info

  • Technology
    62%
  • Telecommunications
    8%
  • Consumer Discretionary
    8%
  • Health Care
    5%
  • Financials
    5%
  • Industrials
    4%
  • Consumer Staples
    4%
  • Utilities
    1%
  • Energy
    1%
  • Basic Materials
    1%
  • Real Estate
    1%

With 62% of the portfolio in technology, followed by smaller allocations to communication services and consumer cyclicals, the sectoral distribution reinforces the portfolio's aggressive growth stance. However, this concentration in tech also means higher susceptibility to sector-specific risks, such as regulatory changes or shifts in consumer technology preferences.

Regions Info

  • North America
    99%
  • Europe Developed
    1%

The geographic allocation is almost entirely in North America (99%), with a negligible exposure to developed Europe. This geographic concentration in the US market, particularly in the tech sector, limits global diversification and increases exposure to US market-specific risks.

Market capitalization Info

  • Mega-cap
    67%
  • Large-cap
    22%
  • Mid-cap
    10%

The portfolio's focus on mega (67%) and big (22%) cap stocks aligns with its growth-oriented strategy, as these companies often offer more stability and growth potential than smaller companies. However, the lack of small-cap exposure may limit opportunities for outsized returns from emerging 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.

Given the portfolio's aggressive stance and significant exposure to the tech sector, there may be opportunities to optimize its risk-return profile. While its current composition aligns with an aggressive growth strategy, diversifying across more sectors and asset classes could reduce volatility without significantly compromising growth potential. However, any optimization should be carefully balanced with the investor's high-risk tolerance and growth objectives.

Dividends Info

  • Invesco NASDAQ 100 ETF 0.50%
  • Vanguard S&P 500 ETF 1.20%
  • Weighted yield (per year) 0.56%

The portfolio's dividend yield is relatively low, at 0.56%, reflecting its growth-focused strategy over income generation. This is typical for tech-centric portfolios, where companies often reinvest earnings into growth rather than distributing them as dividends.

Ongoing product costs Info

  • Invesco NASDAQ 100 ETF 0.15%
  • Vanguard S&P 500 ETF 0.03%
  • Weighted costs total (per year) 0.06%

The portfolio benefits from relatively low costs, with a Total Expense Ratio (TER) of 0.06%. This efficiency supports better long-term performance by minimizing the drag on returns from fees. Keeping costs low is crucial in maximizing the compounding effect of returns over time.

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