A growth-focused portfolio with a strong emphasis on global and small-cap value stocks

Report created on Aug 17, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio is structured around a dominant position in the Vanguard Total World Stock Index Fund ETF Shares, making up 70% of the allocation, complemented by two Avantis® ETFs focused on international and U.S. small-cap value stocks, each constituting 15%. This composition underscores a clear growth orientation with a tilt towards value investing in the small-cap domain. The portfolio's diversification is moderate, leaning heavily on equities with minimal cash holdings and no bond exposure, reflecting a higher risk tolerance aligned with its growth profile.

Growth Info

Historically, the portfolio has delivered a Compound Annual Growth Rate (CAGR) of 14.30%, with a maximum drawdown of -37.51%. This performance indicates a strong growth trajectory but also underscores the portfolio's susceptibility to significant market downturns. The days contributing to 90% of returns being concentrated in just 16 days highlight the portfolio's volatility and the critical timing in market participation for achieving returns.

Projection Info

Utilizing Monte Carlo simulations, the forward projection offers a wide range of potential outcomes, with the 50th percentile suggesting a 486.9% return. This method, while useful for understanding possible futures based on historical data, carries the caveat that past performance is not indicative of future results. Such projections are beneficial for risk assessment but should be approached with caution due to inherent market unpredictability.

Asset classes Info

  • Stocks
    99%
  • Cash
    1%

The portfolio's allocation is almost entirely in stocks (99%), with a negligible portion in cash (1%), indicating a strong preference for growth over income or stability. This high equity exposure is typical for growth-oriented investors willing to accept higher volatility for the potential of greater long-term returns. However, the lack of bonds or other asset classes may increase risk during market downturns.

Sectors Info

  • Technology
    19%
  • Financials
    19%
  • Industrials
    14%
  • Consumer Discretionary
    13%
  • Health Care
    7%
  • Telecommunications
    6%
  • Energy
    6%
  • Basic Materials
    6%
  • Consumer Staples
    5%
  • Real Estate
    2%
  • Utilities
    2%

Sector allocation is well-diversified across technology, financial services, industrials, and consumer cyclicals, each representing significant portions of the portfolio. This sectoral spread is advantageous for capturing growth across different economic cycles. However, the heavy weighting towards technology and financial services, both known for their volatility, could amplify portfolio swings in response to market or sector-specific events.

Regions Info

  • North America
    16%
  • Europe Developed
    6%
  • Japan
    5%
  • Australasia
    1%
  • Africa/Middle East
    1%

Geographically, the portfolio shows a strong bias towards North America and developed European markets, with minimal exposure to emerging markets and other regions. This concentration in developed markets may offer stability and reduce geopolitical risk but potentially limits exposure to high-growth opportunities available in emerging economies.

Market capitalization Info

  • Mega-cap
    30%
  • Large-cap
    22%
  • Mid-cap
    21%
  • Small-cap
    16%
  • Micro-cap
    9%

The market capitalization breakdown reveals a balanced approach, with allocations across mega, big, medium, small, and micro-cap stocks. This diversification can help mitigate risk, as different market caps respond uniquely to economic cycles. However, the significant allocation to small and micro-cap stocks increases the portfolio's growth potential while also elevating its risk profile.

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 Efficient Frontier analysis suggests that the portfolio is positioned near the optimal risk-return ratio based on its current assets and allocation. While this indicates a well-structured portfolio from a risk-return perspective, investors should continually reassess allocations to ensure alignment with evolving market conditions and personal investment goals.

Dividends Info

  • Avantis® International Small Cap Value ETF 3.70%
  • Avantis® U.S. Small Cap Value ETF 1.70%
  • Vanguard Total World Stock Index Fund ETF Shares 1.70%
  • Weighted yield (per year) 2.00%

With an overall dividend yield of 2.00%, the portfolio offers a modest income component, primarily driven by the Avantis® International Small Cap Value ETF. While dividends contribute to total returns, the portfolio's focus remains firmly on capital appreciation. Investors should consider if the current yield aligns with their income needs or if adjustments are necessary to balance growth and income objectives.

Ongoing product costs Info

  • Avantis® International Small Cap Value ETF 0.36%
  • Avantis® U.S. Small Cap Value ETF 0.25%
  • Vanguard Total World Stock Index Fund ETF Shares 0.07%
  • Weighted costs total (per year) 0.14%

The portfolio's total expense ratio (TER) of 0.14% is impressively low, enhancing its attractiveness by minimizing costs that can erode long-term returns. This cost efficiency is particularly noteworthy given the portfolio's diversified exposure to global and small-cap value stocks, areas often associated with higher management fees.

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