This portfolio has only about 7 months 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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Hyperfocused AI and chips rollercoaster pretending to be a diversified grown up portfolio

Report created on May 7, 2026

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio says “growth” but really screams “AI-and-chips-or-bust.” Nearly half sits in a broad S&P 500 ETF trying to look sensible, then a quarter is shoved into semiconductors, and the rest is a scatter of AI, robotics, genomics, quantum, and a 5% YOLO into Reddit. That’s not balance; that’s a tech hype sandwich wrapped in an index wrapper. Structurally, it’s basically one big bet on a very specific future: AI eats the world and chipmakers mint money forever. With only about seven months of history, any impression that this mix has “proven itself” is mostly vibes, not data.

Growth Info

Historically, over this tiny seven‑month window, the portfolio absolutely torched the benchmarks: ~37% CAGR vs ~14% for the US market and ~18% globally, turning $1,000 into $1,194. Cute story, but seven months is a market sneeze, not a track record. Max drawdown of -11.7% versus single‑digit drops for the benchmarks already hints how spicy this can get when it moves the wrong way. Also, 90% of returns came from just five days — that’s lottery-ticket territory. Past data this short is like judging a marathon runner off the first 200 meters: fast start, zero idea if they puke at mile three.

Projection Info

The Monte Carlo projection basically takes this short, wild recent ride and asks, “What if that kind of chaos kept happening for 15 years?” Median outcome lands around $2,700 from $1,000, with a wide “could be fine, could be chaos” range from roughly breaking even to 7x. The model says about a 75% chance of being positive, with an average simulated annual return of ~7.7%. But Monte Carlo is only as good as the history it feeds on; here that’s ~seven months of AI-fueled fireworks. So the projection is more “fancy spreadsheet daydream” than a dependable roadmap.

Asset classes Info

  • Stocks
    95%
  • No data
    5%

Asset class “diversification” here is basically “equities and… more equities.” About 95% is in stocks, with a mysterious 5% “no data” bucket that doesn’t magically change the picture. This isn’t a mix of growth engines and shock absorbers; it’s an all-gas-no-brakes build hoping the highway stays dry forever. When everything is equity, markets decide your fate, not you. Over a short seven‑month window that can look heroic; over a full cycle, that same purity can feel like voluntarily riding out every storm on the roof instead of in the house.

Sectors Info

  • Technology
    45%
  • Industrials
    14%
  • Telecommunications
    10%
  • Health Care
    6%
  • Financials
    6%
  • Consumer Discretionary
    5%
  • Utilities
    3%
  • Energy
    3%
  • Consumer Staples
    2%
  • Real Estate
    1%
  • Basic Materials
    1%

Sector-wise, tech is clearly the main character at 45%, with the rest sprinkled around just enough to claim “moderate diversification” with a straight face. Industrials, telecoms, healthcare, and others are mostly along for the AI-and-chips show, not genuine counterweights. This is a portfolio that looks like a sector fund cosplaying as a multi-sector allocation. When the tech/AI narrative is hot, that’s great. When it cools, a 45% tech load means the whole thing catches a cold, and the seven‑month history hasn’t even seen a proper flu season yet.

Regions Info

  • North America
    88%
  • Asia Developed
    3%
  • Europe Developed
    3%
  • Japan
    1%
  • Asia Emerging
    1%

Geographically, this is “USA or nothing” with 88% in North America and tiny token scraps elsewhere. It’s less global portfolio and more “the rest of the world can sit this one out.” That home bias works as long as US megacaps and tech darlings keep winning the popularity contest. But it does mean the portfolio is highly exposed to whatever mood swings the US market has, with barely any ballast from other regions. The limited history doesn’t show what happens when leadership rotates globally — because in this window, it basically hasn’t.

Market capitalization Info

  • Large-cap
    39%
  • Mega-cap
    37%
  • Mid-cap
    13%
  • Small-cap
    3%
  • Micro-cap
    2%

Market‑cap exposure leans hard into the big kids: roughly 76% combined in mega- and large-caps, with mid and small stuff barely making cameos. So despite the flashy themes, under the hood this is mostly giant, famous companies driving the show, with a thin layer of smaller, weirder names to spice up the volatility. The big‑cap tilt can help keep the blow-ups contained somewhat, but it also means the portfolio is chained to the fate of a handful of huge firms. Again, with only seven months of data, it’s way too early to declare that mix “resilient” or “battle-tested.”

True holdings Info

  • NVIDIA Corporation
    8.63%
    Part of fund(s):
    • Defiance AI & Power Infrastructure ETF
    • Global X Robotics & Artificial Intelligence ETF
    • VanEck Semiconductor ETF
    • WisdomTree Quantum Computing Fund
    • iShares Core S&P 500 ETF
  • Reddit, Inc.
    5.00%
  • Broadcom Inc
    4.05%
    Part of fund(s):
    • Defiance AI & Power Infrastructure ETF
    • VanEck Semiconductor ETF
    • iShares Core S&P 500 ETF
  • Apple Inc
    2.98%
    Part of fund(s):
    • iShares Core S&P 500 ETF
  • Taiwan Semiconductor Manufacturing
    2.62%
    Part of fund(s):
    • VanEck Semiconductor ETF
  • Microsoft Corporation
    2.39%
    Part of fund(s):
    • WisdomTree Quantum Computing Fund
    • iShares Core S&P 500 ETF
  • Amazon.com Inc
    2.08%
    Part of fund(s):
    • WisdomTree Quantum Computing Fund
    • iShares Core S&P 500 ETF
  • Intel Corporation
    2.00%
    Part of fund(s):
    • VanEck Semiconductor ETF
    • WisdomTree Quantum Computing Fund
  • Alphabet Inc Class A
    1.86%
    Part of fund(s):
    • Global X Robotics & Artificial Intelligence ETF
    • WisdomTree Quantum Computing Fund
    • iShares Core S&P 500 ETF
  • Advanced Micro Devices Inc
    1.56%
    Part of fund(s):
    • VanEck Semiconductor ETF
  • Top 10 total 33.16%

The look‑through holdings scream concentration. NVIDIA at 8.6%, Broadcom at 4.1%, plus Apple, Microsoft, Amazon, Alphabet, AMD, Intel, and TSM all heavily represented — that’s a who’s-who of the same mega‑cap tech complex repeated across funds. Reddit at 5% is the only truly quirky single-name bet, but the real story is hidden overlap: chip and AI names showing up again and again. And that’s with less than 60% of the portfolio actually visible through top‑10 data, so true overlap is likely higher. The portfolio pretends to be a basket; it’s closer to a handful of very loud stocks in disguise.

Factors Info

Value
Preference for undervalued stocks
Very low
Data availability: 5%
Size
Exposure to smaller companies
Very low
Data availability: 95%
Momentum
Exposure to recently outperforming stocks
Very low
Data availability: 5%
Quality
Preference for financially healthy companies
Very high
Data availability: 5%
Yield
Preference for dividend-paying stocks
Low
Data availability: 90%
Low Volatility
Preference for stable, lower-risk stocks
Neutral
Data availability: 80%

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-wise, this thing has a personality: value, size, and momentum are all very low, while quality is maxed out at 100%. Translation: it avoids cheap stocks, avoids smaller names, ignores hot recent winners, and piles into “high quality” — usually profitable, stable, dominant companies. That’s like insisting on only honor‑roll students at a rave. The quality tilt can help in rough markets, but paired with a hyper-concentrated AI/chip theme it may just mean “expensive, loved, high‑quality risk.” And with such a short timeframe, these factor scores are more first impression than firm identity.

Risk contribution Info

  • VanEck Semiconductor ETF
    Weight: 25.00%
    34.2%
  • iShares Core S&P 500 ETF
    Weight: 45.00%
    24.2%
  • Defiance AI & Power Infrastructure ETF
    Weight: 15.00%
    21.3%
  • Reddit, Inc.
    Weight: 5.00%
    7.8%
  • WisdomTree Quantum Computing Fund
    Weight: 5.00%
    7.3%
  • Top 5 risk contribution 94.9%

Risk contribution shows who’s really driving the drama, and it’s not subtle. The semiconductor ETF is 25% of the weight but 34% of total risk. The AI & power infrastructure fund is 15% of weight and 21% of risk. Reddit at 5% of weight is punching at nearly 8% of risk. Meanwhile, the supposedly “core” S&P 500 holds 45% of the weight but only about a quarter of the risk, basically acting as a reluctant adult chaperone. Top three holdings delivering almost 80% of risk means when a few names sneeze, this portfolio catches pneumonia.

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.

On the efficient frontier, this portfolio is that kid who runs hard but in the wrong direction. Its Sharpe ratio is 1.29 while an alternative mix of the same holdings could hit 2.22 — and the current point sits a chunky 12.7 percentage points below the frontier at its risk level. Translation: for the amount of volatility you’re taking, the return profile over this short period was distinctly suboptimal even by its own ingredients. And yes, this “optimal” is still based on just seven months of data, so nobody should carve those numbers in stone — but being that far below the curve is still impressive inefficiency.

Dividends Info

  • Global X Robotics & Artificial Intelligence ETF 0.60%
  • iShares Core S&P 500 ETF 1.10%
  • VanEck Semiconductor ETF 0.20%
  • Weighted yield (per year) 0.56%

Dividends here are basically a rounding error. A total yield of ~0.56% means income is more of a side effect than a feature. You’re not holding these names to get quarterly pocket money; you’re here for capital gains and hoping the story continues. The S&P 500 component does most of the dividend lifting at around 1.1%, while the sexier stuff barely bothers. In a seven‑month window, yield barely even shows up in the narrative; this portfolio’s results are coming almost entirely from price moves, not steady cash flow.

Ongoing product costs Info

  • ARK Genomic Revolution ETF 0.75%
  • Global X Robotics & Artificial Intelligence ETF 0.68%
  • iShares Core S&P 500 ETF 0.03%
  • VanEck Semiconductor ETF 0.35%
  • Weighted costs total (per year) 0.14%

Costs are the one area where this circus acts surprisingly grown up. A blended TER around 0.14% is pretty reasonable given how many thematic and specialty funds are in the mix, including an ARK product that proudly charges 0.75% and robotics/AI funds at ~0.7%. The cheap S&P 500 ETF at 0.03% is clearly doing the heavy lifting to drag costs down. It’s like splurging on a few overpriced cocktails but offsetting it by drinking tap water the rest of the night. Fees aren’t the problem here; the concentrated, high‑octane theme risk is.

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