High-growth tech-centric portfolio with aggressive risk profile and low diversification

Report created on Nov 8, 2025

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

2/5
Low Diversity
Less diversification More diversification

Positions

The portfolio is heavily concentrated with 60% in the Vanguard S&P 500 ETF, 25% in NVIDIA Corporation, and 15% in Marathon Digital Holdings Inc, indicating a strong bias towards technology and high-growth sectors. This composition reflects an aggressive risk stance, supported by the portfolio's risk score of 6 out of 7. The low diversification score of 2 out of 5, coupled with a singular focus on stocks (100%), underscores the portfolio's high-risk, high-reward nature but also signals potential vulnerability to sector-specific downturns.

Growth Info

Historically, this portfolio has exhibited a remarkable Compound Annual Growth Rate (CAGR) of 38.85%, though it's faced significant volatility, as evidenced by a maximum drawdown of -61.54%. These figures highlight the portfolio's aggressive growth strategy, which, while lucrative, carries substantial risk. The days that make up 90% of returns being concentrated in just 58 days further underscores the portfolio's reliance on short, sharp gains, which may not be sustainable or repeatable over the long term.

Projection Info

Monte Carlo simulations, utilizing 1,000 iterations, project a wide range of outcomes for this portfolio, from a 5th percentile scenario of -94.4% to a 67th percentile scenario of 3,699.4%. This vast spread underscores the high risk and potential for significant reward. However, it's crucial to remember that Monte Carlo simulations are based on historical data and assumptions that may not predict future conditions accurately.

Asset classes Info

  • Stocks
    100%

The portfolio's exclusive investment in stocks, without any allocation to bonds, real estate, or other asset classes, maximizes potential returns but also increases susceptibility to market volatility. This lack of diversification across asset classes can lead to more significant fluctuations in portfolio value, especially during market downturns.

Sectors Info

  • Technology
    46%
  • Financials
    23%
  • Consumer Discretionary
    6%
  • Telecommunications
    6%
  • Health Care
    5%
  • Industrials
    5%
  • Consumer Staples
    3%
  • Energy
    2%
  • Utilities
    1%
  • Real Estate
    1%
  • Basic Materials
    1%

With 46% allocated to technology, the portfolio is highly concentrated in one sector, increasing its risk profile. While the tech sector can offer substantial returns, it's also prone to rapid changes and volatility. The remaining allocation is spread across several sectors, but these represent a minor portion of the portfolio, doing little to mitigate overall risk.

Regions Info

  • North America
    100%

The portfolio's geographic allocation is entirely focused on North America, missing out on potential gains from developed European markets or emerging markets. This geographic concentration could limit diversification benefits and expose the portfolio to region-specific economic and political risks.

Market capitalization Info

  • Mega-cap
    53%
  • Mid-cap
    26%
  • Large-cap
    21%
  • Small-cap
    1%

The focus on mega (53%) and big (21%) cap stocks provides a foundation of stability and growth potential. However, the minimal exposure to medium (26%) and small (1%) cap stocks limits opportunities for outsized gains that smaller companies can offer, albeit with higher risk.

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.

While the portfolio's aggressive strategy has yielded high returns, its risk-return profile could potentially be optimized. Using the Efficient Frontier model could identify a mix of assets that achieves the highest expected return for a given level of risk. However, given the portfolio's current high-risk tolerance and focus on growth, adjustments might involve diversifying into other sectors or asset classes to reduce volatility without substantially sacrificing growth potential.

Dividends Info

  • Vanguard S&P 500 ETF 1.10%
  • Weighted yield (per year) 0.66%

The overall dividend yield of 0.66% suggests that income generation is a secondary consideration for this portfolio, which is appropriate given its growth-oriented strategy. However, investors seeking regular income streams might find this yield insufficient.

Ongoing product costs Info

  • Vanguard S&P 500 ETF 0.03%
  • Weighted costs total (per year) 0.02%

The portfolio benefits from exceptionally low costs, with a Total Expense Ratio (TER) of just 0.02%. This efficient cost structure is commendable, as lower costs can significantly enhance long-term returns by minimizing the drag on performance.

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