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.

High-growth tech-focused portfolio with significant exposure to major tech firms and cryptocurrency

Report created on Aug 6, 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 heavily weighted towards technology, with 40% in the Vanguard S&P 500 ETF, 30% in the Invesco QQQ Trust, 11% each in Alphabet Inc and NVIDIA Corporation, and 8% in the iShares Bitcoin Trust. It's characterized by a concentration in equities, particularly in the tech sector, and includes a notable position in cryptocurrency. The diversification is single-focused, with a strong tilt towards growth assets, reflecting a higher risk tolerance.

Growth Info

Historically, this portfolio has shown an impressive Compound Annual Growth Rate (CAGR) of 33.65%, with a maximum drawdown of -24.06%. These figures suggest a high-growth trajectory, albeit with significant volatility. The days contributing to 90% of returns being limited to 14 indicates that the portfolio's performance is heavily reliant on a few key days, emphasizing its risk and return characteristics.

Projection Info

Monte Carlo simulations, using historical data to forecast future performance, suggest a wide range of outcomes for this portfolio. With all simulations showing positive returns and a median projected increase of 31,216.9%, the forward-looking potential appears strong. However, the reliance on past performance, which does not guarantee future results, and the extreme range of outcomes highlight the portfolio's speculative nature.

Asset classes Info

  • Stocks
    92%
  • Other
    8%

The portfolio's allocation is 92% in stocks and 8% in other assets, primarily the iShares Bitcoin Trust, representing a cryptocurrency exposure. This high concentration in equities, especially within the tech sector, and the inclusion of cryptocurrency, underscores the portfolio's aggressive growth focus but also indicates a lack of diversification across asset classes.

Sectors Info

  • Technology
    40%
  • Telecommunications
    20%
  • Consumer Discretionary
    8%
  • Financials
    6%
  • Health Care
    5%
  • Industrials
    4%
  • Consumer Staples
    4%
  • Utilities
    1%
  • Energy
    1%
  • Basic Materials
    1%
  • Real Estate
    1%

Sector allocation is heavily skewed towards technology (40%) and communication services (20%), with lesser exposures to consumer cyclicals, financial services, and other sectors. This concentration in tech-related sectors may lead to higher volatility, especially in market downturns, but also offers the potential for substantial growth, aligning with the portfolio's growth-oriented strategy.

Regions Info

  • North America
    91%
  • Europe Developed
    1%

Geographic allocation is predominantly North American (91%), with minimal exposure to developed Europe (1%) and no significant investment in emerging markets or other regions. This concentration in the U.S. market, while reducing global diversification, aligns with the portfolio's focus on tech giants and cryptocurrency, which are primarily U.S.-based.

Market capitalization Info

  • Mega-cap
    57%
  • Large-cap
    24%
  • Mid-cap
    11%

The portfolio's exposure is mainly to mega (57%) and big (24%) cap stocks, with a smaller allocation to medium cap stocks (11%). This focus on larger companies, particularly in the tech sector, may offer stability and growth potential but limits exposure to smaller, potentially higher-growth companies.

Redundant positions Info

  • Vanguard S&P 500 ETF
    Invesco QQQ Trust
    High correlation

The Vanguard S&P 500 ETF and Invesco QQQ Trust are highly correlated, indicating overlapping exposures that may not provide the diversification benefits typically sought in a well-rounded portfolio. This redundancy could amplify risk during market downturns, especially within the tech sector.

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.

To optimize the risk-return profile, consider reducing overlap between the Vanguard S&P 500 ETF and Invesco QQQ Trust, as they are highly correlated. Diversifying beyond tech-heavy assets and including investments in different sectors or asset classes could improve the portfolio's diversification and potentially its risk-adjusted returns.

Dividends Info

  • Alphabet Inc Class A 0.40%
  • Invesco QQQ Trust 0.50%
  • Vanguard S&P 500 ETF 1.20%
  • Weighted yield (per year) 0.67%

The overall dividend yield of the portfolio is 0.67%, with individual yields ranging from 0.40% to 1.20%. While dividends contribute to total returns, the portfolio's focus is clearly on capital appreciation, particularly through growth in tech stocks and cryptocurrency, rather than income generation.

Ongoing product costs Info

  • iShares Bitcoin Trust 0.12%
  • Invesco QQQ Trust 0.20%
  • Vanguard S&P 500 ETF 0.03%
  • Weighted costs total (per year) 0.08%

The portfolio's total expense ratio (TER) is relatively low at 0.08%, with individual expense ratios ranging from 0.03% to 0.20%. This cost efficiency is beneficial for long-term growth, as lower costs can significantly enhance net returns over time.

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