This portfolio has only about 1 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.

A growth-focused portfolio with a blend of ETFs emphasizing US equities and cryptocurrency exposure

Report created on Aug 11, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

5/5
Highly Diversified
Less diversification More diversification

Positions

This portfolio showcases a strong inclination towards growth, with a significant allocation in U.S. equities through ETFs like the Vanguard S&P 500 and Schwab U.S. Large-Cap Growth ETF. The presence of leveraged ETFs such as ProShares Ultra S&P500 and niche allocations in cryptocurrency-related assets introduces a higher risk-reward dynamic. While the diversification across sectors and geographic regions is commendable, the concentration in growth and technology sectors, alongside the speculative nature of cryptocurrency investments, tilts the portfolio towards a higher risk profile. This composition suggests an emphasis on capital appreciation over income, with a readiness to withstand market volatility.

Growth Info

Historically, the portfolio has demonstrated robust performance with a Compound Annual Growth Rate (CAGR) of 18.58%, outpacing many traditional benchmarks. The maximum drawdown of -21.00% indicates resilience in volatile markets, albeit with a risk profile that may not suit all investors. The days contributing to 90% of returns being so few highlight the portfolio's reliance on significant market movements for gains. This performance, while impressive, underscores the importance of understanding the inherent volatility and the potential for wide fluctuations in portfolio value.

Projection Info

Monte Carlo simulations project a wide range of outcomes, emphasizing the portfolio's growth potential and risk. With 937 out of 1,000 simulations yielding positive returns, the portfolio's strategy appears sound for growth-oriented investors. However, the significant spread between the 5th and 67th percentiles suggests a considerable degree of uncertainty. Investors should be prepared for periods of underperformance, potentially requiring a long-term horizon to realize the projected gains fully.

Asset classes Info

  • Stocks
    95%
  • Other
    3%
  • Cash
    2%
  • Bonds
    1%

The portfolio's asset allocation leans heavily towards stocks (95%), with minimal exposure to bonds (1%), cash (2%), and other investments (3%). This stock-dominant mix is typical for growth-focused portfolios seeking higher returns, albeit at increased volatility. The minimal bond and cash holdings offer limited downside protection, underscoring the portfolio's aggressive stance. Diversifying into more asset classes could help mitigate risk without significantly compromising growth potential.

Sectors Info

  • Technology
    25%
  • Financials
    16%
  • Consumer Discretionary
    12%
  • Industrials
    12%
  • Telecommunications
    7%
  • Health Care
    7%
  • Energy
    5%
  • Basic Materials
    5%
  • Consumer Staples
    5%
  • Utilities
    2%
  • Real Estate
    2%

The sectoral allocation is heavily weighted towards technology and financial services, reflecting a common growth-oriented strategy. However, this concentration increases susceptibility to sector-specific risks. The underrepresentation of traditionally defensive sectors like utilities and consumer staples suggests a lack of balance that could be addressed to enhance resilience against market downturns. Diversifying across a broader range of sectors could reduce volatility and improve long-term stability.

Regions Info

  • North America
    73%
  • Europe Developed
    7%
  • Asia Emerging
    5%
  • Japan
    5%
  • Asia Developed
    4%
  • Australasia
    1%
  • Latin America
    1%
  • Africa/Middle East
    1%

With 73% of assets allocated to North America, the portfolio demonstrates a strong home bias, which, while common, may limit exposure to potential growth in international markets. The allocations to developed Europe, emerging Asia, and other regions, although present, are relatively minor. Increasing exposure to international markets could offer additional diversification benefits, potentially enhancing returns and reducing overall portfolio risk.

Market capitalization Info

  • Mega-cap
    30%
  • Large-cap
    20%
  • Mid-cap
    20%
  • Small-cap
    14%
  • Micro-cap
    7%

The market capitalization exposure is well-distributed among mega, big, medium, small, and micro-cap stocks, facilitating a balanced approach to growth and risk. This variety ensures participation in the growth of large, established companies while capturing the high potential returns of smaller, more nimble firms. However, the inherent volatility of smaller cap investments underscores the portfolio's growth-oriented risk profile.

Redundant positions Info

  • Avantis® International Small Cap Value ETF
    Avantis® International Equity ETF
    High correlation
  • Avantis® Emerging Markets Value ETF
    American Century ETF Trust
    Avantis® Emerging Markets Equity ETF
    High correlation
  • Fidelity Wise Origin Bitcoin Trust
    iShares Bitcoin Trust
    High correlation
  • ProShares UltraPro QQQ
    Schwab U.S. Large-Cap Growth ETF
    Vanguard S&P 500 ETF
    ProShares UltraPro S&P500
    ProShares Ultra QQQ
    ProShares Ultra S&P500
    High correlation
  • Fidelity Advantage Ether ETF - L
    iShares Ethereum Trust ETF
    High correlation

The portfolio contains several highly correlated asset groups, particularly among ETFs tracking similar indices or sectors. This redundancy limits diversification benefits, as these assets are likely to respond similarly to market conditions. Reducing overlap by consolidating investments in highly correlated assets could enhance the portfolio's efficiency, potentially leading to improved risk-adjusted returns.

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 configuration, while growth-oriented, could benefit from optimization to reduce overlapping assets and enhance diversification. Addressing the high correlation among certain ETFs and rebalancing the asset allocation could achieve a more efficient risk-return profile. The potential for an optimized portfolio to yield a higher expected return with similar risk highlights the opportunity for improvement without fundamentally altering the investment strategy.

Dividends Info

  • Avantis® International Equity ETF 2.80%
  • Avantis® International Small Cap Value ETF 3.70%
  • Avantis® Emerging Markets Equity ETF 2.90%
  • Avantis® Emerging Markets Value ETF 3.90%
  • Avantis® U.S. Small Cap Value ETF 1.70%
  • ProShares Ultra QQQ 0.20%
  • Schwab U.S. Large-Cap Growth ETF 0.40%
  • ProShares Ultra S&P500 0.80%
  • Direxion Daily 20+ Year Treasury Bull 3X Shares 4.20%
  • ProShares UltraPro QQQ 1.00%
  • ProShares UltraPro S&P500 0.90%
  • Vanguard S&P 500 ETF 1.20%
  • Invesco S&P MidCap Momentum ETF 0.70%
  • American Century ETF Trust 2.10%
  • Weighted yield (per year) 1.58%

The portfolio's dividend yield strategy is modest, with an overall yield of 1.58%. This approach is consistent with the portfolio's growth focus, prioritizing capital appreciation over income generation. However, incorporating higher-yielding investments could provide a steady income stream, offering some cushion during market volatility without significantly compromising growth objectives.

Ongoing product costs Info

  • Avantis® International Equity ETF 0.23%
  • Avantis® International Small Cap Value ETF 0.36%
  • Avantis® Emerging Markets Equity ETF 0.33%
  • Avantis® Emerging Markets Value ETF 0.36%
  • Avantis® U.S. Small Cap Value ETF 0.25%
  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • iShares Bitcoin Trust 0.12%
  • ProShares Ultra QQQ 0.95%
  • Schwab U.S. Large-Cap Growth ETF 0.04%
  • ProShares Ultra S&P500 0.91%
  • Direxion Daily 20+ Year Treasury Bull 3X Shares 1.04%
  • ProShares UltraPro QQQ 0.88%
  • ProShares UltraPro S&P500 0.92%
  • Vanguard S&P 500 ETF 0.03%
  • Invesco S&P MidCap Momentum ETF 0.34%
  • American Century ETF Trust 0.42%
  • iShares Ethereum Trust ETF 0.25%
  • Weighted costs total (per year) 0.27%

The Total Expense Ratio (TER) of 0.27% is relatively low, reflecting efficient cost management across the portfolio's ETFs. This cost-effectiveness is crucial for long-term growth, as lower costs directly translate into higher net returns for investors. The portfolio's emphasis on low-cost ETFs is a commendable practice that should be maintained.

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