This portfolio has only about 5 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 speculative portfolio with high concentration in Apple and speculative tech investments

Report created on Nov 12, 2025

Risk profile Info

7/7
Speculative
Less risk More risk

Diversification profile Info

2/5
Low Diversity
Less diversification More diversification

Positions

This portfolio is extremely concentrated, with 86.61% invested in Apple Inc., followed by speculative positions in a leveraged ETF and two other common stocks. Such a high concentration in a single stock, combined with the use of a leveraged ETF, classifies this portfolio as speculative with low diversification. The portfolio's risk classification is at the highest level, reflecting its speculative nature and the potential for high volatility.

Growth Info

The reported historical performance shows an exceptionally high Compound Annual Growth Rate (CAGR) of 162.11%. However, this comes with a significant maximum drawdown of -37.26%, indicating a high risk of substantial losses. The performance is heavily reliant on a few trading days, making it susceptible to extreme volatility. While past performance may seem attractive, it's crucial to understand that such returns are not sustainable long-term without considerable risk.

Projection Info

The Monte Carlo simulation results are concerning, with all simulations indicating a 100% chance of loss. This suggests that the current portfolio setup, despite its past performance, is not sustainable for future growth. The methodology behind Monte Carlo simulations uses historical data to project future outcomes, but it's important to note that these projections cannot guarantee future results.

Asset classes Info

  • Stocks
    101%

The portfolio is entirely allocated to stocks, with an over-allocation that technically exceeds 100% due to the leveraged ETF. This lack of diversification across asset classes increases the risk of significant losses during market downturns. Diversifying across different asset classes can help mitigate these risks.

Sectors Info

  • Technology
    87%
  • Financials
    5%
  • Consumer Discretionary
    2%

With 87% of the portfolio in technology, the sector concentration is extremely high, exposing the portfolio to sector-specific risks. The remaining allocations to financial services and consumer cyclicals are minimal, offering little in the way of diversification benefits. Sector diversification can reduce volatility and improve returns over the long term.

Regions Info

  • North America
    94%

The geographic allocation is heavily skewed towards North America, with 94% of the portfolio invested in this region. This concentration increases regional risk, potentially missing out on growth opportunities in other global markets. Diversifying geographically can provide a buffer against regional economic downturns.

Market capitalization Info

  • Mega-cap
    87%
  • Mid-cap
    5%
  • Large-cap
    2%

The focus on mega-cap stocks, particularly Apple, further emphasizes the portfolio's lack of diversification. While mega-cap stocks can offer stability and lower volatility, they also limit growth potential compared to a more balanced market cap allocation that includes mid and small-cap investments.

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.

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The portfolio's current setup is far from the Efficient Frontier, suggesting that returns could be optimized for the same level of risk. By diversifying across different assets, sectors, and geographies, it's possible to achieve a more favorable risk-return profile. The optimal portfolio projection offers a significantly higher expected return with a lower risk level, emphasizing the need for diversification.

Dividends Info

  • Apple Inc 0.30%
  • Nike Inc 2.50%
  • Weighted yield (per year) 0.31%

The overall dividend yield of the portfolio is low, primarily due to the significant weight in Apple, which has a modest yield. While dividends are not the sole focus of a speculative portfolio, a more diversified approach could provide a better balance of growth potential and income.

Ongoing product costs Info

  • GraniteShares 1.5x Long NVDA Daily ETF 1.15%
  • Weighted costs total (per year) 0.07%

The costs associated with the leveraged ETF are notably high at 1.15%, which can erode returns over time. The total portfolio expense ratio is relatively low, but the impact of high-cost investments should not be overlooked, especially in a speculative portfolio where the risk of loss is already elevated.

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