This portfolio has only about 1.9 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.
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Global equity portfolio tilted toward momentum and small value with strong growth but short performance history

Report created on Sep 1, 2026

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification
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Positions

This portfolio is a three-ETF mix holding 100% global equities. Around 70% sits in a momentum-focused global equity ETF, with the remaining 30% split evenly between a broad global index fund and a global small-cap value ETF. So it is both concentrated in one main strategy and diversified across thousands of underlying companies. With only about 1.9 years of history, any pattern in returns or behaviour is based on a short window, which limits confidence in long-term conclusions. Still, the structure clearly leans toward return-seeking growth rather than capital preservation, using the broad global fund and small-cap value sleeve as complementary pieces around a large momentum core.

Growth Info

Over the 1.9‑year period shown, £1,000 grew to about £1,412, a compound annual growth rate (CAGR) of 20.37%. CAGR is like average speed on a road trip: it smooths out bumps to show the overall pace. This return beat both the US and global equity benchmarks over the same short window. The worst drop from peak to trough (max drawdown) was about -19%, similar to broad equity markets. With only 10 days driving 90% of returns, performance has been concentrated in a handful of strong sessions. Because the sample is under two years, these strong results may simply reflect a favourable market phase rather than a persistent edge.

Projection Info

The forward projection uses Monte Carlo simulation, which is basically a thousand “what if” reruns of history with randomised twists, based on the limited data available. Here, £1,000 has a median outcome of about £2,697 after 15 years, with a wide band from roughly £885 to £7,915 across the bulk of scenarios. The average simulated annualised return is 8.09%, and about three-quarters of simulations end above the starting value. Because the model relies on less than two years of returns, it has seen only a narrow set of market conditions. That makes these numbers more illustrative than predictive, especially for a portfolio tilted toward specific factors like momentum and small value.

Asset classes Info

  • Stocks
    100%

All of the portfolio is invested in stocks, with 0% in bonds, cash, or alternatives. That means full exposure to equity market ups and downs, without the dampening effect that fixed income or cash can provide. In many broad benchmarks, equities still dominate, but bonds and other assets usually play some role in smoothing volatility. Here, the growth orientation is clear: the portfolio is set up to participate in corporate earnings and market cycles rather than seeking stability. The combination of different equity strategies—broad market, momentum, and small-cap value—does add diversification within the stock world, but it does not change the fact that overall risk is driven entirely by equities.

Sectors Info

  • Technology
    29%
  • Financials
    16%
  • Industrials
    14%
  • Energy
    11%
  • Health Care
    8%
  • Basic Materials
    6%
  • Consumer Discretionary
    5%
  • Telecommunications
    5%
  • Consumer Staples
    3%
  • Utilities
    2%
  • Real Estate
    1%

Sector-wise, the portfolio tilts heavily toward technology at 29%, followed by financials, industrials, and energy. This is more tech-tilted than a traditional broad global index, which already has a high technology share. Momentum and small value approaches can both push sector weights away from market norms, especially if certain industries are leading recent performance. Sector tilts matter because different industries react differently to things like interest rates, inflation, and economic cycles. A tech-heavy allocation can benefit in periods of innovation and growth but may be more sensitive when markets rotate into more defensive or income-focused areas. The spread across the remaining sectors still supports reasonable diversification across the economic cycle.

Regions Info

  • North America
    65%
  • Europe Developed
    19%
  • Japan
    10%
  • Asia Developed
    2%
  • Australasia
    2%
  • Africa/Middle East
    1%
  • Asia Emerging
    1%

Geographically, about 65% of the portfolio sits in North America, 19% in developed Europe, and 10% in Japan, with smaller slices elsewhere. This is broadly in line with global market weights, where North America (especially the US) dominates major equity indices. Such alignment is helpful because it means the portfolio captures a wide spread of global economic activity and currencies, not just a single region. At the same time, it does mean results are heavily influenced by North American markets and policy. With only 1.9 years of data, it is hard to judge how this geographic mix behaves in very different environments, but structurally it mirrors mainstream global equity exposure reasonably well.

Market capitalization Info

  • Large-cap
    37%
  • Mega-cap
    36%
  • Mid-cap
    14%
  • Small-cap
    7%
  • Micro-cap
    5%

By company size, the portfolio is roughly split between mega and large caps (together 73%), with meaningful exposure to mid caps and a noticeable 12% in small and micro caps. Market capitalisation matters because smaller companies often see bigger swings—both up and down—than very large, established firms. The small-cap value ETF in particular is likely driving the smaller-company exposure. This mix blends the stability of big firms with the higher potential volatility and growth of smaller stocks. Because the history is short, the data has not yet captured a full cycle where small caps might significantly lag or lead, but the structure suggests returns could diverge more from broad benchmarks during strong bull or weak bear phases.

True holdings Info

  • Micron Technology Inc
    4.05%
    Part of fund(s):
    • iShares MSCI World Momentum Factor UCITS
  • Advanced Micro Devices Inc
    2.12%
    Part of fund(s):
    • iShares MSCI World Momentum Factor UCITS
  • Alphabet Inc Class A
    2.06%
    Part of fund(s):
    • Vanguard FTSE All-World UCITS ETF USD Accumulation
    • iShares MSCI World Momentum Factor UCITS
  • Exxon Mobil Corp
    1.96%
    Part of fund(s):
    • iShares MSCI World Momentum Factor UCITS
  • Johnson & Johnson
    1.84%
    Part of fund(s):
    • iShares MSCI World Momentum Factor UCITS
  • ASML Holding N.V.
    1.84%
    Part of fund(s):
    • iShares MSCI World Momentum Factor UCITS
  • Alphabet Inc Class C
    1.66%
    Part of fund(s):
    • Vanguard FTSE All-World UCITS ETF USD Accumulation
    • iShares MSCI World Momentum Factor UCITS
  • Intel Corporation
    1.56%
    Part of fund(s):
    • iShares MSCI World Momentum Factor UCITS
  • Caterpillar Inc
    1.55%
    Part of fund(s):
    • iShares MSCI World Momentum Factor UCITS
  • Lam Research Corp
    1.48%
    Part of fund(s):
    • iShares MSCI World Momentum Factor UCITS
  • Top 10 total 20.12%

Looking through ETF top-10 holdings, about a quarter of the portfolio is covered, with the rest in smaller positions beyond the top holdings. Several names repeat across funds, particularly large global companies in technology and related areas. For example, both share classes of Alphabet appear, along with multiple semiconductor and industrial firms, signalling some overlap. Overlap means that even if each ETF looks diversified on its own, certain companies quietly take on bigger aggregate weight. Since only top-10 holdings are visible here, the true overlap is likely higher than shown. This kind of hidden concentration especially in large technology and industrial leaders can amplify their impact on overall portfolio performance.

Risk contribution Info

  • iShares MSCI World Momentum Factor UCITS
    Weight: 70.00%
    79.6%
  • Avantis Global Small Cap Value UCITS ETF USD Acc
    Weight: 15.00%
    10.3%
  • Vanguard FTSE All-World UCITS ETF USD Accumulation
    Weight: 15.00%
    10.1%

Risk contribution measures how much each holding drives the portfolio’s overall ups and downs, which can differ a lot from simple weight. The momentum ETF is 70% of the capital but contributes about 80% of total risk, meaning it dominates portfolio behaviour. The other two ETFs each represent 15% of the weight yet together add only about 20% of the risk. This shows how a single, more volatile strategy can overshadow diversifiers around it. The high risk/weight ratio for the momentum ETF versus lower ratios for the others underlines that most swings—positive or negative—are likely to be tied to how that one fund’s style performs, more than the broad market or small value sleeve.

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.

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The risk vs. return chart shows the current mix sits below the efficient frontier. The efficient frontier is the curve of best possible returns for each risk level, using just these existing holdings in different weights. The current portfolio has a Sharpe ratio of 0.92, which is a measure of return per unit of risk above the risk-free rate. The “optimal” mix on the chart has a higher Sharpe of 1.31 with slightly higher return and lower risk, while the minimum-variance mix has the lowest risk and still a stronger Sharpe than the current setup. That suggests, mathematically, that reshuffling between these three ETFs alone could improve risk-adjusted returns, though the figures are based on a short 1.9‑year sample.

Ongoing product costs Info

  • Vanguard FTSE All-World UCITS ETF USD Accumulation 0.14%
  • Weighted costs total (per year) 0.02%

Reported ongoing costs are very low, with the global index ETF charging a 0.14% total expense ratio (TER), and the overall portfolio TER listed as just 0.02%. TER is the annual fee charged by a fund, taken out of assets rather than billed directly—like a small haircut on returns every year. Low costs are a quiet but powerful advantage because they leave more of any gross return in the investor’s hands. Over long periods, even a fraction of a percent can compound into a noticeable difference in outcome. Here, the fee structure is impressively lean and well-aligned with cost-conscious, passive-style global equity investing.

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