A growth tilted US centric equity portfolio with moderate international exposure and low costs

Report created on Oct 19, 2024

Risk profile Info

4/7
Balanced
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

The portfolio is heavily equity focused with three ETFs split roughly 60% broad US large cap exposure 25% active US equity and 15% international equities plus a tiny cash allocation. Compared with a 60/40 benchmark this is almost entirely equity and leans more toward large cap US stocks. This matters because concentration into equities increases return potential and short term volatility simultaneously. Recommendation: if the objective is growth this structure is sensible but consider whether the active ETF’s allocation and the 15% international sleeve match long term diversification goals and risk tolerance.

Growth Info

Historical returns report a CAGR of 19.71% and a maximum drawdown of -17

Projection Info

Asset classes Info

  • Stocks
    99%
  • Cash
    1%

Sectors Info

  • Technology
    27%
  • Financials
    16%
  • Consumer Discretionary
    12%
  • Industrials
    11%
  • Telecommunications
    9%
  • Health Care
    8%
  • Energy
    5%
  • Consumer Staples
    5%
  • Basic Materials
    4%
  • Utilities
    2%
  • Real Estate
    2%

Regions Info

  • North America
    77%
  • Europe Developed
    9%
  • Japan
    4%
  • Asia Emerging
    4%
  • Asia Developed
    3%
  • Australasia
    1%
  • Africa/Middle East
    1%
  • Latin America
    1%

Market capitalization Info

  • Mega-cap
    39%
  • Large-cap
    31%
  • Mid-cap
    21%
  • Small-cap
    6%
  • Micro-cap
    2%

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.

Dividends Info

  • American Century ETF Trust 2.00%
  • Vanguard S&P 500 ETF 1.10%
  • Vanguard Total International Stock Index Fund ETF Shares 2.70%
  • Weighted yield (per year) 1.56%

Ongoing product costs Info

  • American Century ETF Trust 0.26%
  • Vanguard S&P 500 ETF 0.03%
  • Vanguard Total International Stock Index Fund ETF Shares 0.05%
  • Weighted costs total (per year) 0.09%

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