This portfolio has only about 4 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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A high-growth equity portfolio with a strong focus on global and momentum stocks

Report created on Aug 28, 2025

Risk profile Info

3/7
Cautious
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

This portfolio is highly concentrated in global equities, with a 90% allocation to the Avantis Global Equity UCITS ETF USD Acc and a 10% allocation to the iShares MSCI World Momentum Factor UCITS ETF. This composition reflects a strategy focused on capitalizing on global equity markets' growth potential while leveraging momentum investing. The portfolio's diversification across nine sectors and a broad geographic spread, primarily in developed markets, supports its aim to mitigate risk while targeting growth.

Growth Info

The portfolio has exhibited an extraordinary Compound Annual Growth Rate (CAGR) of 46.83%, with a maximum drawdown of just -2.88%. Such performance metrics indicate a highly successful growth strategy, albeit the short-term nature of this data may not fully capture longer-term market cycles. The days contributing to 90% of returns being limited to 10 suggests significant returns are concentrated in brief, volatile periods, emphasizing the importance of timing in this strategy.

Projection Info

Utilizing Monte Carlo simulations, which project future performance based on historical data and random variations, the portfolio shows a wide range of potential outcomes. With all simulations yielding positive returns and a median projected increase of 56,273.7%, these projections suggest strong growth potential. However, it's crucial to remember that such simulations cannot predict future market conditions with certainty and should be viewed as one of many tools in decision-making.

Asset classes Info

  • Stocks
    100%

The portfolio's assets are entirely in stocks, reflecting a high-risk, high-reward strategy suited to investors with a strong risk appetite. While this can offer significant growth opportunities, it also exposes the portfolio to market volatility. Diversifying across different asset classes could provide a buffer against stock market downturns, potentially smoothing out returns over time.

Sectors Info

  • Financials
    21%
  • Technology
    19%
  • Industrials
    14%
  • Consumer Discretionary
    11%
  • Telecommunications
    9%
  • Health Care
    7%
  • Consumer Staples
    6%
  • Energy
    6%
  • Basic Materials
    4%
  • Utilities
    2%
  • Real Estate
    1%

The sectoral allocation shows a heavy emphasis on Financial Services, Technology, and Industrials, which are sectors often associated with strong growth potential. However, this concentration also increases the portfolio's sensitivity to sector-specific risks. Balancing the sectoral allocation could mitigate this risk, potentially leading to more stable returns across various market conditions.

Regions Info

  • North America
    72%
  • Europe Developed
    18%
  • Japan
    6%
  • Australasia
    2%
  • Asia Developed
    1%

With 72% of assets in North America and significant exposures to Europe Developed and Japan, the portfolio is well-diversified across major developed markets. This geographic spread can help cushion against region-specific economic downturns. However, the negligible exposure to emerging markets might mean missing out on potential high-growth opportunities in those regions.

Market capitalization Info

  • Mega-cap
    33%
  • Large-cap
    29%
  • Mid-cap
    26%
  • Small-cap
    9%
  • Micro-cap
    2%

The portfolio's market capitalization breakdown shows a balanced exposure to Mega, Big, and Medium cap stocks, with a smaller allocation to Small and Micro caps. This distribution suggests a cautious approach to balancing growth potential against the risks of smaller, potentially more volatile companies. Incorporating more small and micro-cap stocks could enhance growth prospects but would also increase the portfolio's risk profile.

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.

Considering the Efficient Frontier, this portfolio appears to prioritize high returns, possibly at the expense of higher volatility. While its current allocation suggests an aggressive growth strategy, there may be room to optimize the risk-return ratio by diversifying into other asset classes or rebalancing sector and geographic exposures. Such adjustments could potentially achieve a more efficient portfolio without significantly compromising growth objectives.

Ongoing product costs Info

  • iShares MSCI World Momentum Factor UCITS 0.30%
  • Weighted costs total (per year) 0.03%

With the iShares ETF carrying a 0.30% expense ratio and the overall Total Expense Ratio (TER) at a remarkably low 0.03%, the portfolio benefits from efficient cost management. Lower costs directly translate to higher net returns for investors, underscoring the portfolio's effective cost strategy.

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