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.

Concentrated aggressive growth portfolio mixing tech crypto and niche themes with meaningful cash buffer

Report created on May 11, 2026

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio is dominated by a single growth-focused mutual fund, which makes up just under half of the total value. Around an eighth sits in a government money market fund, acting as a cash-like buffer. The rest is spread across individual stocks, several thematic ETFs, and multiple crypto holdings. This creates a mix of aggressive growth drivers layered on top of a reasonably sized defensive cash core. With only about one year of history, it is hard to claim stable patterns, but the structure clearly leans toward higher-risk assets. The mix means overall results will likely be driven by a few big growth positions rather than even contributions from everything.

Growth Info

Over the short one-year window available, the portfolio’s hypothetical $1,000 grew to about $1,592, beating both the US and global equity markets over the same period. That implies a very high compound annual growth rate (CAGR) of about 68%, though such numbers over a single year can be highly misleading. The maximum drawdown, or largest peak-to-trough drop, was about -17%, roughly double the reference markets. This shows sharper ups and downs than broad indexes. Only nine days made up 90% of returns, which underlines how a handful of big moves drove results. With such limited history, these strong returns shouldn’t be read as a long-term norm.

Projection Info

The Monte Carlo projection uses the short available data to simulate many possible 15‑year paths, like rolling dice a thousand times based on recent volatility and returns. The median outcome turns $1,000 into around $2,629, with a wide “likely” band from roughly $1,734 to $4,119. The fact that the possible range stretches from just under break-even to several times the starting value shows how uncertain the future is. The simulated average annual return near 8% reflects the aggressive risk profile, but it’s built on barely a year of history. That means the model could easily overstate or understate both the upside and downside.

Asset classes Info

  • Stocks
    70%
  • Crypto
    14%
  • No data
    13%
  • Other
    3%
  • Bonds
    1%

By asset class, about 70% of the portfolio is in stocks, 14% in crypto, 1% in bonds, 3% in “other,” and 13% flagged as “no data.” This mix leans heavily toward growth-oriented, higher-volatility assets compared with a traditional stock‑bond blend. Crypto in particular tends to swing more than equities, which can amplify overall ups and downs. The small bond slice offers only limited ballast against equity and crypto moves. Because some holdings have missing asset-class data, the exact balance is a bit fuzzier, but the broad picture is clear: this is an equity‑ and crypto‑centric portfolio with only a thin layer of defensive fixed income.

Sectors Info

  • Technology
    38%
  • Crypto
    14%
  • Telecommunications
    10%
  • Health Care
    8%
  • Financials
    4%
  • Consumer Discretionary
    4%
  • Industrials
    4%
  • Utilities
    2%
  • Energy
    2%
  • Basic Materials
    1%
  • Consumer Staples
    1%

This breakdown covers the equity portion of your portfolio only.

Sector-wise, technology is the standout at 38%, supported by meaningful allocations to crypto (14%) and telecommunications (10%), with smaller slices spread across health care, financials, consumer areas, industrials, and utilities. This tech- and digital‑tilt often means strong sensitivity to innovation cycles, interest-rate expectations, and investor sentiment around growth stories. Such portfolios can benefit when markets reward high-growth and software-related names but may experience sharper pullbacks if enthusiasm for these areas cools. The spread across multiple non-tech sectors does provide some diversification benefits, yet the tilt remains firmly growth- and innovation‑oriented rather than evenly balanced like broad market benchmarks.

Regions Info

  • North America
    65%
  • Asia Developed
    4%
  • Europe Developed
    2%
  • Asia Emerging
    1%
  • Japan
    1%

This breakdown covers the equity portion of your portfolio only.

Geographically, around 65% of exposure is in North America, with modest slices in developed Asia, developed Europe, Japan, and emerging Asia. This is a clear home‑region tilt compared with global benchmarks, where North America usually sits closer to half of total market value. Concentration in a single region ties a large part of the portfolio’s fate to the economic, regulatory, and currency environment of that area. The smaller international pieces add some global diversification, which can help when different regions move out of sync. Still, given the heavy North American weight, broad market cycles there are likely to dominate overall portfolio behavior.

Market capitalization Info

  • Mega-cap
    39%
  • Large-cap
    15%
  • Mid-cap
    9%
  • Small-cap
    6%
  • Micro-cap
    1%

This breakdown covers the equity portion of your portfolio only.

Looking at company size, about 39% is in mega‑caps and 15% in large‑caps, with the remainder in mid‑, small‑, and micro‑caps. This mix tilts toward big, established firms while still leaving a notable role for smaller, more volatile companies. Larger firms often bring more stable earnings and liquidity, which can help smooth some swings. Mid‑ and small‑caps can deliver more dramatic moves in both directions, especially over short windows like the one used here. Because many holdings sit in high‑growth or niche areas, even some larger names may behave more like riskier assets than the size labels alone would suggest.

True holdings Info

  • UnitedHealth Group Incorporated
    3.59%
  • Advanced Micro Devices Inc
    2.79%
  • DeFi Technologies Inc.
    2.01%
  • Affirm Holdings Inc
    1.57%
  • Cameco Corp
    0.79%
    Part of fund(s):
    • Global X Uranium ETF
    • Range Nuclear Renaissance Index ETF
  • Palo Alto Networks Inc
    0.72%
    Part of fund(s):
    • First Trust NASDAQ Cybersecurity ETF
    • iShares Expanded Tech-Software Sector ETF
  • Crowdstrike Holdings Inc
    0.70%
    Part of fund(s):
    • First Trust NASDAQ Cybersecurity ETF
    • iShares Expanded Tech-Software Sector ETF
  • Broadcom Inc
    0.52%
    Part of fund(s):
    • First Trust NASDAQ Cybersecurity ETF
  • Fortinet Inc
    0.51%
    Part of fund(s):
    • First Trust NASDAQ Cybersecurity ETF
  • Cisco Systems Inc
    0.47%
    Part of fund(s):
    • First Trust NASDAQ Cybersecurity ETF
  • Top 10 total 13.66%

This breakdown covers the equity portion of your portfolio only.

The look‑through data covers a relatively small slice of the portfolio, so any overlap analysis is partial. Within that view, a few individual stocks—UnitedHealth Group, Advanced Micro Devices, DeFi Technologies, and Affirm—appear only as direct holdings, not repeated in ETF top‑10 lists, so hidden duplication there seems limited. A handful of other names such as Cameco and Palo Alto Networks show up through ETFs but are not held directly. Overall, based on the available data, overlap doesn’t appear extreme, yet the coverage gap (over 80% uncovered) means actual concentration could be higher than shown. It’s best read as a rough indication, not a complete map.

Factors Info

Value
Preference for undervalued stocks
Neutral
Data availability: 10%
Size
Exposure to smaller companies
Very low
Data availability: 25%
Momentum
Exposure to recently outperforming stocks
Low
Data availability: 18%
Quality
Preference for financially healthy companies
High
Data availability: 10%
Yield
Preference for dividend-paying stocks
Very low
Data availability: 86%
Low Volatility
Preference for stable, lower-risk stocks
Neutral
Data availability: 21%

Factor exposures are estimated using statistical models based on historical data and measure systematic (market-relative) tilts, not absolute portfolio characteristics. Results may vary depending on the analysis period, data availability, and currency of the underlying assets.

Factor exposure shows notable tilts away from size and yield, with both scoring “very low” relative to a neutral 50% baseline. “Very low” size exposure means the portfolio leans toward larger companies overall, rather than smaller ones often associated with the size factor. This can dampen some of the extreme volatility associated with small‑caps but also means less exposure to that specific long‑term return driver. The “very low” yield score reflects a focus on price appreciation over regular income, which aligns with the growth‑heavy sector profile. Other factors such as value and low volatility sit near neutral, suggesting no strong deliberate tilt there based on the data.

Risk contribution Info

  • FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO
    Weight: 45.41%
    43.1%
  • Bitcoin
    Weight: 7.39%
    9.4%
  • iShares Ethereum Trust ETF
    Weight: 2.64%
    7.9%
  • Range Nuclear Renaissance Index ETF
    Weight: 4.00%
    7.0%
  • Advanced Micro Devices Inc
    Weight: 2.79%
    5.9%
  • Top 5 risk contribution 73.3%

Risk contribution helps explain which holdings drive the portfolio’s ups and downs, not just its weights. The main mutual fund, at about 45% weight, contributes roughly 43% of total risk, so its influence is large but proportionate. More striking are positions like the Ethereum ETF, AMD, and the nuclear‑focused ETF, where risk contribution is roughly two to three times their weight. That means these relatively small slices punch above their size in terms of volatility impact. Crypto and thematic exposures in particular act like volume knobs on portfolio risk. The top three holdings together account for about 60% of total risk, showing meaningful concentration.

Redundant positions Info

  • Range Nuclear Renaissance Index ETF
    Global X Uranium ETF
    High correlation

The correlation data highlight a pair of highly synchronized holdings: the nuclear‑themed ETF and the uranium ETF move almost identically. Correlation describes how assets tend to move together—high correlation means they often go up and down at the same time, reducing diversification benefits between them. In practice, owning both of these funds may feel more like increasing exposure to one theme rather than adding a distinct second pillar. This can be fine in a focused strategy but is useful to recognize. If that theme has a strong run or a sharp setback, both holdings are likely to respond similarly, amplifying that specific driver.

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 compares the current mix to other possible weightings using only the existing holdings. Here, the current portfolio sits well below the efficient frontier at its risk level, with a Sharpe ratio of about 1.56 versus roughly 2.98 for the optimal combination. The Sharpe ratio measures risk‑adjusted return, like how much return you’re getting per unit of volatility after accounting for a risk‑free rate. Being below the curve suggests that, in theory, a different blend of the same assets could offer either higher expected return for similar risk or similar return with lower risk. This is about reweighting, not adding new investments.

Dividends Info

  • First Trust NASDAQ Cybersecurity ETF 0.50%
  • FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO 6.40%
  • FRANKLIN INCOME FUND ADVISOR CLASS 5.70%
  • Fidelity Hereford Street Trust - Fidelity Government Money Market Fund 0.30%
  • NEW WORLD FUND INC CLASS F-2 5.30%
  • Range Nuclear Renaissance Index ETF 0.80%
  • UnitedHealth Group Incorporated 2.30%
  • Global X Uranium ETF 3.80%
  • Weighted yield (per year) 3.33%

The portfolio’s overall dividend yield is about 3.33%, which is a moderate income level for a growth‑oriented setup. A few holdings, such as the main OTC mutual fund and the income fund, show relatively high stated yields, while tech and crypto allocations typically contribute little or nothing to cash income. Dividends can be an important part of long‑term total return, especially when reinvested, but in this portfolio they appear to play a supporting role rather than the main feature. With only a year of data, the sustainability of individual yields isn’t visible, so the current figures should be seen as snapshots, not guarantees.

Ongoing product costs Info

  • First Trust NASDAQ Cybersecurity ETF 0.59%
  • FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO 0.73%
  • FRANKLIN INCOME FUND ADVISOR CLASS 0.46%
  • iShares Expanded Tech-Software Sector ETF 0.41%
  • NEW WORLD FUND INC CLASS F-2 0.68%
  • Range Nuclear Renaissance Index ETF 0.85%
  • Global X Uranium ETF 0.69%
  • iShares Ethereum Trust ETF 0.25%
  • Weighted costs total (per year) 0.45%

The weighted average ongoing fee (TER) comes out around 0.45%, which is moderate for an actively tilted, thematic, and crypto‑involved portfolio. Individual product costs range from about 0.25% for the Ethereum ETF to 0.85% for the nuclear‑themed ETF, reflecting the usual pattern where more specialized strategies charge more. Fees matter because they come off returns every year, compounding over time. From a structural perspective, these costs are not unusually high for the types of holdings used, and they provide a reasonable starting point. Over long horizons, even differences of a few tenths of a percent per year can add up meaningfully.

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