This portfolio has only about 11 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.

A growth-oriented portfolio with a strategic blend of global ETFs focusing on value and momentum

Report created on Aug 21, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

The portfolio is structured around three ETFs, with a significant emphasis on global small-cap value and broad market exposure. This mix aims to capture growth through value-oriented small caps and diversified global equities, alongside a momentum strategy. The allocation is 50% in Avantis Global Small Cap Value, 30% in Vanguard FTSE All-World, and 20% in Xtrackers MSCI World Momentum. This composition suggests an aggressive growth strategy, leveraging the potential high returns of small-cap and momentum stocks while maintaining broad market exposure for diversification.

Growth Info

Historically, the portfolio has demonstrated a Compound Annual Growth Rate (CAGR) of 9.17%, with a maximum drawdown of -22.54%, indicating periods of significant volatility. The days contributing to 90% of the returns being concentrated in just 2.0 days highlight the portfolio's reliance on sharp, positive market movements for gains. This performance, while solid, underscores the portfolio's risk level and the necessity for investors to be comfortable with short-term fluctuations in pursuit of long-term growth.

Projection Info

Using Monte Carlo simulations, which project future performance based on historical data, the portfolio shows a wide range of outcomes. The median projection suggests a 216.1% increase, while the 5th percentile indicates a potential decline. These simulations, while helpful, are based on past market behavior and cannot guarantee future results. They highlight the portfolio's growth potential and its risk, underscoring the need for a long-term investment horizon and a tolerance for volatility.

Asset classes Info

  • Stocks
    100%

The portfolio is entirely invested in stocks, showcasing a high-risk, high-reward strategy typical of growth-oriented investors. This singular focus on equities offers no buffer against market downturns through fixed-income securities, which could moderate volatility. While this strategy aligns with the portfolio's growth objectives, it also underscores the importance of diversification across asset classes for risk management.

Sectors Info

  • Financials
    24%
  • Industrials
    15%
  • Technology
    14%
  • Consumer Discretionary
    13%
  • Energy
    8%
  • Consumer Staples
    6%
  • Basic Materials
    6%
  • Health Care
    6%
  • Telecommunications
    6%
  • Utilities
    2%
  • Real Estate
    1%

Sector allocation is diversified across financial services, industrials, technology, and consumer cyclicals, among others. This spread mitigates sector-specific risks and captures growth across different market segments. However, the concentration in sectors like financial services and technology, which are often more volatile, aligns with the portfolio's aggressive growth stance but also increases its exposure to market fluctuations.

Regions Info

  • North America
    68%
  • Europe Developed
    16%
  • Japan
    8%
  • Australasia
    2%
  • Asia Emerging
    2%
  • Asia Developed
    2%
  • Africa/Middle East
    1%
  • Latin America
    1%

Geographic allocation is heavily weighted towards North America (68%), with significant exposures to developed Europe and Japan. This distribution captures the growth potential in established markets but has limited exposure to emerging markets, which may offer higher growth rates. Expanding into emerging markets could provide further diversification and growth opportunities, balancing the portfolio's regional exposure.

Market capitalization Info

  • Mega-cap
    23%
  • Small-cap
    22%
  • Micro-cap
    19%
  • Large-cap
    19%
  • Mid-cap
    17%

The portfolio's market capitalization exposure is balanced across mega, small, micro, big, and medium caps, which is beneficial for diversification. This mix allows the portfolio to capture the growth potential of smaller companies while still maintaining stability through investments in larger, more established corporations. However, the significant allocation to smaller caps aligns with the portfolio's higher risk and growth objectives.

Redundant positions Info

  • Vanguard FTSE All-World UCITS ETF USD Accumulation
    Xtrackers MSCI World Momentum UCITS ETF
    High correlation

The high correlation between the Vanguard FTSE All-World and Xtrackers MSCI World Momentum ETFs indicates overlapping exposures, which may limit diversification benefits. This redundancy suggests an opportunity to streamline the portfolio by reducing overlap, potentially reallocating towards assets that offer distinct exposures or complement existing positions to enhance diversification and possibly reduce volatility.

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.

Optimization analysis suggests that the portfolio could achieve a higher expected return of 12.84% at the same risk level by adjusting its allocation and reducing asset overlap. This improvement underscores the importance of regularly reviewing and adjusting the portfolio to enhance its efficiency. By focusing on diversification and minimizing correlated assets, investors can potentially achieve better risk-adjusted returns.

Ongoing product costs Info

  • Vanguard FTSE All-World UCITS ETF USD Accumulation 0.22%
  • Xtrackers MSCI World Momentum UCITS ETF 0.25%
  • Weighted costs total (per year) 0.12%

The portfolio's costs, represented by the Total Expense Ratios (TERs) of the underlying ETFs, are relatively low, enhancing its attractiveness for long-term growth. Lower costs directly translate to higher net returns, a critical factor in portfolio performance over time. This efficient cost structure is commendable, as it allows more of the investment's growth potential to be realized by the investor.

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