Strategic growth-focused portfolio with an emphasis on global equities and value investing

Report created on Nov 6, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

This portfolio has a strong emphasis on equities, distributed across both U.S. and international markets, with a significant allocation in the SPDR® Portfolio S&P 500 ETF and various Avantis® ETFs. The choice of ETFs suggests a strategy that leans towards growth, with a particular focus on value investing through small-cap allocations. The diversification across major and emerging markets, alongside a balance between large-cap and small-cap stocks, indicates a well-thought-out approach to achieving growth while attempting to manage risk through geographical and market capitalization diversification.

Growth Info

Historically, this portfolio has demonstrated a robust Compound Annual Growth Rate (CAGR) of 15.23%, despite experiencing a maximum drawdown of -36.34%. This performance is indicative of a growth-oriented strategy that, while effective over the long term, may exhibit significant volatility in the short term. The days contributing to 90% of returns being concentrated in a limited number of trading days highlights the portfolio's sensitivity to market movements and the importance of staying invested through market cycles.

Projection Info

Monte Carlo simulations, with 1,000 iterations, suggest a wide range of potential outcomes, from a 5th percentile growth of 49.3% to a 67th percentile growth of 749.1%. This variance underscores the inherent uncertainty in projecting stock market performance, particularly for growth-oriented portfolios. While the simulations are optimistic, with 983 out of 1,000 showing positive returns, it's crucial to remember that these projections are based on historical data and cannot guarantee future performance.

Asset classes Info

  • Stocks
    100%

The portfolio's allocation is exclusively in stocks, which aligns with a high-growth, high-risk investment strategy. This singular focus on equities means the portfolio may lack the risk-buffering benefits of asset class diversification, such as bonds or real estate, particularly in volatile or bear markets. While this allocation can offer significant growth opportunities, it also exposes the investor to higher market risk.

Sectors Info

  • Technology
    19%
  • Financials
    11%
  • Consumer Discretionary
    9%
  • Industrials
    8%
  • Telecommunications
    6%
  • Health Care
    5%
  • Energy
    4%
  • Basic Materials
    3%
  • Consumer Staples
    3%
  • Utilities
    1%
  • Real Estate
    1%

The sectoral allocation with a heavy emphasis on technology and financial services, followed by consumer cyclicals and industrials, is reflective of a growth-oriented investment philosophy. However, this concentration can lead to increased volatility, especially in market downturns affecting these sectors disproportionately. Diversifying across more defensive sectors might provide a buffer in times of market stress.

Regions Info

  • North America
    63%
  • Europe Developed
    20%
  • Japan
    11%
  • Australasia
    3%
  • Asia Developed
    1%
  • Africa/Middle East
    1%

The geographic distribution, with a dominant 63% in North America and significant exposures to developed Europe and Japan, suggests a strategy that balances the stability of developed markets with the growth potential of select international equities. However, the negligible exposure to emerging markets could mean missing out on potential high-growth opportunities in those regions.

Market capitalization Info

  • Mega-cap
    32%
  • Large-cap
    26%
  • Mid-cap
    21%
  • Small-cap
    11%
  • Micro-cap
    5%

The market capitalization exposure, with a mix of mega, big, medium, small, and micro-caps, reflects a deliberate strategy to capture growth across the market spectrum. This diversification can help mitigate risk, as different market segments may react differently to economic and market changes. However, the allocation to smaller caps, while potentially boosting growth, also increases the portfolio's volatility.

Redundant positions Info

  • Avantis® International Small Cap Value ETF
    Avantis® International Equity ETF
    High correlation

The high correlation between the Avantis® International Small Cap Value ETF and the Avantis® International Equity ETF indicates overlapping investments that may not contribute to diversification. Reducing such overlap could enhance the portfolio's efficiency by minimizing redundancy and potentially reducing volatility without sacrificing expected 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.

To optimize the portfolio, considering the Efficient Frontier, the focus should be on addressing the high correlation between certain assets to improve diversification benefits. This means potentially reallocating from overlapping assets to those that offer similar growth prospects but with lower correlation, thereby enhancing the risk-return profile without necessarily increasing the portfolio's overall risk.

Dividends Info

  • Avantis® International Equity ETF 2.70%
  • Avantis® International Small Cap Value ETF 3.50%
  • Avantis® U.S. Small Cap Value ETF 1.70%
  • SPDR® Portfolio S&P 500 ETF 1.10%
  • Weighted yield (per year) 1.88%

The portfolio's dividend yield strategy, with a total yield of 1.88%, contributes to its total returns, offering a blend of income and growth. The varying yields across ETFs reflect a strategic choice to balance income generation with capital appreciation, a typical characteristic of growth-focused portfolios that also seek to capture some income through dividends.

Ongoing product costs Info

  • Avantis® International Equity ETF 0.23%
  • Avantis® International Small Cap Value ETF 0.36%
  • Avantis® U.S. Small Cap Value ETF 0.25%
  • SPDR® Portfolio S&P 500 ETF 0.02%
  • Weighted costs total (per year) 0.14%

The portfolio's overall expense ratio of 0.14% is impressively low, especially considering the international exposure and the focus on small-cap value stocks, which often come with higher management fees. This cost efficiency is crucial for long-term growth, as lower costs directly translate to higher net returns for the investor.

What next?

Ready to invest in this portfolio?

Select a broker that fits your needs and watch for low fees to maximize your returns.

Select broker

Create your own report?

Analyze your portfolio

Join our community!

Join Discord

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.

Instrument logos provided by Elbstream.

Help us improve Insightfolio

Your feedback makes a difference! Share your thoughts in our quick survey. Take the survey