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.
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A portfolio that's more roller coaster than investment, riding high on trends and speculative bets

Report created on Jun 8, 2025

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification
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Positions

This portfolio is like a party mix of investments: some blue chips, a dash of gold, a sprinkle of space and uranium, and a big, risky dollop of Bitcoin and tech stocks. It's as if someone spun a wheel of fortune to decide where to put their money, landing on "trendy" more often than not. While there's a nod to diversification with the Vanguard Total World Stock ETF, the overwhelming tilt towards high-volatility assets suggests a misunderstanding of the term "moderately diversified." It's like wearing a raincoat in a hurricane and calling it preparation.

Growth Info

Historically, this portfolio has performed like a rocket — mostly up, but with the potential to explode on the launchpad. A CAGR of 45.18% is eye-watering, but with a max drawdown of -23.81%, it's a stark reminder that what goes up can come down... fast. It's the investment equivalent of binge-watching a thriller: great numbers, but you might not sleep well at night. And with 90% of returns coming from just six days, it's less a strategy and more a high-stakes gamble.

Projection Info

Monte Carlo simulations suggest this portfolio could either make you a fortune or give you a heart attack, with outcomes swinging wildly. These simulations, which are like a crystal ball but with math, show scenarios where you're rolling in dough or scraping by. It's crucial to remember that these projections are as reliable as weather forecasts for next year's Christmas — useful for a ballpark figure but not something to bet your house on.

Asset classes Info

  • Stocks
    77%
  • Other
    15%
  • Cash
    5%
  • Bonds
    3%

With 77% in stocks and a mysterious 15% categorized as "Other" (presumably where Bitcoin and speculative bets lie), this portfolio leans heavily on the hope that what's up will stay up. The tiny nods to bonds and cash feel like afterthoughts, the kind of minimal effort you put into a gym membership in January. This asset allocation screams "high risk, high reward," but with the emphasis heavily on the "high risk" part.

Sectors Info

  • Technology
    23%
  • Telecommunications
    14%
  • Financials
    7%
  • Health Care
    7%
  • Basic Materials
    6%
  • Industrials
    6%
  • Consumer Discretionary
    5%
  • Energy
    4%
  • Consumer Staples
    3%
  • Utilities
    1%
  • Real Estate
    1%

Technology and communication services are the belles of the ball here, making up a hefty 37% of the portfolio. It's like betting on two horses in a race with a dozen runners: great if they win, not so great if they don't. The smattering across other sectors appears more like a gesture towards diversification rather than a strategic choice, leaving the portfolio vulnerable to sector-specific downturns.

Regions Info

  • North America
    70%
  • Europe Developed
    3%
  • Asia Emerging
    1%
  • Japan
    1%
  • Australasia
    1%
  • Asia Developed
    1%

With 70% of assets in North America, this portfolio has a home-country bias that's stronger than a toddler's preference for chicken nuggets over vegetables. The meager allocations to other regions are like dipping a toe in international waters without the nerve to dive in. This geographic concentration not only limits growth opportunities but also amplifies risks tied to the US market's performance.

Market capitalization Info

  • Mega-cap
    36%
  • Large-cap
    25%
  • Mid-cap
    12%
  • No data
    5%
  • Small-cap
    2%
  • Micro-cap
    2%

The portfolio's love affair with mega and big caps, totaling 61%, suggests a belief that bigger is better. However, the smattering in small and micro caps feels like an attempt at edginess, akin to a corporate lawyer wearing funky socks. It's a conservative approach with a twist, but one that might not provide the growth or diversification benefits expected from those smaller, riskier bets.

Redundant positions Info

  • YieldMax™ MSTR Option Income Strategy ETF
    MicroStrategy Incorporated
    High correlation

High correlation between the YieldMax™ MSTR Option Income Strategy ETF and MicroStrategy Incorporated is like having two identical twins in a talent show: they might look different, but their performance is too similar to add variety. This redundancy doesn't just clutter the portfolio; it undermines diversification, making the portfolio more vulnerable to specific market movements. It's a classic case of more not always being better.

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.

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The portfolio's current setup is like driving a sports car on a gravel road: it's not making the most of its potential. With an optimal portfolio suggesting a 48.90% expected return at the same risk level, it's clear there's room for improvement. It's time to ditch the overlapping assets and aim for true diversification, not just a collection of investments that look good on paper.

Dividends Info

  • Alphabet Inc Class C 0.50%
  • YieldMax™ MSTR Option Income Strategy ETF 139.30%
  • Invesco S&P 500® Momentum ETF 0.50%
  • Procure Space ETF 1.80%
  • Sprott Uranium Miners ETF 3.10%
  • Vanguard Total World Stock Index Fund ETF Shares 1.80%
  • Weighted yield (per year) 11.73%

Relying on dividends from this portfolio is like depending on a moody cat for affection: you might get something, but don't count on it. The standout is the YieldMax™ ETF, with a dividend yield so high it seems like a typo. However, the overall yield strategy here is as coherent as a toddler's explanation of space travel — there's a lot of enthusiasm but not much to rely on.

Ongoing product costs Info

  • Grayscale Bitcoin Trust (BTC) 1.50%
  • SPDR® Gold Shares 0.40%
  • YieldMax™ MSTR Option Income Strategy ETF 0.99%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Procure Space ETF 0.75%
  • Sprott Uranium Miners ETF 0.75%
  • Vanguard Total World Stock Index Fund ETF Shares 0.07%
  • Weighted costs total (per year) 0.34%

The portfolio's costs are a mixed bag, like finding a designer label in a thrift shop. Some choices, like the Vanguard ETF, are commendably low-cost, but then there's the Grayscale Bitcoin Trust, which has fees that could make a hedge fund manager blush. It's a reminder that while chasing trends can be exciting, it often comes with a price tag that eats into returns.

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