Roast mode 🔥

Turbocharged alphabet shrine with leverage happy side quests and concentration levels that ignore gravity

Report created on May 5, 2026

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This isn’t a portfolio so much as a shrine to two stocks with some international garnish. Roughly half the money is sitting in Alphabet and Lumentum, and then you bolt on leveraged ETFs and a sprinkling of diversified funds like an afterthought. The structure screams “I like these names a lot” rather than “I have a plan.” When two positions alone can basically decide whether the chart goes up or down, that’s not diversification, that’s hero-ball. It behaves less like a complete portfolio and more like a concentrated stock bet that accidentally swallowed a few sensible ETFs for respectability.

Growth Info

The historical performance looks like a cheat code: $1,000 turning into $5,479 in under four years with a ~60% CAGR. That’s rocket-ship territory, but the -34% max drawdown is the reminder that rockets also explode. CAGR (Compound Annual Growth Rate) is basically your average yearly speed over a chaotic rollercoaster, and yours just happened to be pointed straight up. Beating both US and global markets by ~41% a year is fantastic, but past data is yesterday’s weather — impressive storm, sure, but not a guarantee that the same lightning strikes again.

Projection Info

The Monte Carlo simulation is the buzzkill friend in this story. Monte Carlo just means “we ran your portfolio through 1,000 alternate universes and averaged the chaos.” Despite a backward-looking 60% CAGR, the 15‑year projected median is a very normal 8.24% per year. That’s the model quietly saying, “No, you are probably not compounding at 60% forever.” Outcomes range from “nearly doubles” to “almost 8x,” but also with a real chance you end up basically flat after inflation. Simulations are like stress tests, not prophecies: they mainly show how fragile hyper-returns become once reality gets a vote.

Asset classes Info

  • Stocks
    100%

Asset allocation here is as subtle as a sledgehammer: 100% in stocks, nothing else. No bonds, no cash buffer, no diversifiers — just pure equity throttle. That’s fine if the goal is maximum drama, but it does mean every market tantrum lands squarely on this portfolio with no cushion. Asset classes are the basic food groups of investing; this plate is all hot sauce and no carbs. When markets are rising, that feels smart and bold. When they’re not, everything hurts at once and there’s nothing boring in here to quietly hold the line.

Sectors Info

  • Technology
    34%
  • Telecommunications
    31%
  • Industrials
    10%
  • Financials
    10%
  • Basic Materials
    3%
  • Energy
    2%
  • Consumer Discretionary
    2%
  • Utilities
    2%
  • Consumer Staples
    1%
  • Health Care
    1%

Sector-wise, this thing is heavily wired into tech and telecom, with those two alone eating up well over half the exposure. That’s basically saying, “If it has chips, code, or bandwidth, I’m in; everything else can fight for scraps.” Sectors matter because different parts of the economy get punched at different times; stacking into one or two means the punches hit in the same place repeatedly. The rest — industrials, financials, energy, healthcare — are bit parts in a movie clearly starring semis, connectivity, and digital growth. When that theme works, you look brilliant. When it doesn’t, everything slumps in sync.

Regions Info

  • North America
    68%
  • Europe Developed
    17%
  • Japan
    5%
  • Asia Developed
    2%
  • Australasia
    2%
  • Asia Emerging
    1%
  • Africa/Middle East
    1%

Geographically, it’s “US first, world if there’s room.” Around two‑thirds in North America with the rest sprinkled across developed markets like seasoning. The international ETFs do attempt to broaden things, but they’re playing backup singer to a very US‑centric lead. Geography matters because different regions go through their own cycles, political nonsense, and currency swings. Here, those non‑US exposures look more like props to justify calling it “global” than meaningful drivers. It’s not extreme home bias, but the message is pretty clear: the world is there, but the main bet is still “America plus some overseas side quests.”

Market capitalization Info

  • Mega-cap
    44%
  • Large-cap
    40%
  • Mid-cap
    6%
  • Small-cap
    4%

Some holdings may not have full classification data available. Percentages may not add up to 100%.

The market cap spread is basically “big or bigger.” About 84% is in large and mega caps, with just a token nod toward mid and small caps. So this portfolio leans hard into the giants while pretending to care about the little guys through a couple of international small-cap value wrappers. Market cap matters because big companies move differently from smaller ones — they’re usually more stable but less explosive. Here, the big stock tilt clashes hilariously with the presence of leveraged ETFs, which inject wild small‑cap‑like behavior into an otherwise large‑cap dominated lineup. It’s like dressing in a suit and then wearing neon sneakers.

True holdings Info

  • Alphabet Inc Class A
    30.36%
    Part of fund(s):
    • Direxion Daily GOOGL Bull 1.5X Shares
    Direct holding 30.03%
  • Lumentum Holdings Inc
    22.49%
  • Quanta Services Inc
    5.82%
  • Rezolve AI Limited Ordinary Shares
    2.40%
  • HSBC Holdings PLC
    0.56%
    Part of fund(s):
    • Invesco S&P International Developed Momentum ETF
    • Vanguard International High Dividend Yield Index Fund ETF Shares
  • Toronto Dominion Bank
    0.34%
    Part of fund(s):
    • Invesco S&P International Developed Momentum ETF
  • Banco Santander S.A.
    0.33%
    Part of fund(s):
    • Invesco S&P International Developed Momentum ETF
  • Broadcom Inc
    0.31%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
  • Micron Technology Inc
    0.31%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
  • Advanced Micro Devices Inc
    0.31%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
  • Top 10 total 63.24%

The look‑through shows Alphabet as the main character by a mile: ~30% direct plus a tiny extra via ETFs. Lumentum and Quanta show up purely as single‑stock bets, not even diluted inside funds. The ETFs add some banks, chip names, and global blue chips, but they’re background noise compared to the top few holdings. Overlap here is less about duplication and more about absence: the same stars keep hogging the spotlight while everything else is a supporting cast that barely gets lines. Hidden concentration is effectively “hidden” only because you already made the concentration completely obvious at the top.

Factors Info

Value
Preference for undervalued stocks
Low
Data availability: 100%
Size
Exposure to smaller companies
Very low
Data availability: 100%
Momentum
Exposure to recently outperforming stocks
Very high
Data availability: 84%
Quality
Preference for financially healthy companies
High
Data availability: 84%
Yield
Preference for dividend-paying stocks
Neutral
Data availability: 75%
Low Volatility
Preference for stable, lower-risk stocks
Neutral
Data availability: 98%

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 is basically “momentum maximalist, value minimal.” Momentum at 87% is a screaming tilt toward whatever’s recently been working — like buying only the hottest shoes because everyone else has them. Value at 39% shows a tilt away from cheapness; you’re paying up for the popular stuff. Quality being high is the one grown‑up in the room, but size is very low, so you’re skewed to big, fast‑running names rather than smaller bargain plays. Factor investing is like checking the recipe; this one reads: “expensive, trendy, large, and surprisingly decent quality, served with a side of volatility.”

Risk contribution Info

  • Lumentum Holdings Inc
    Weight: 22.49%
    37.7%
  • Alphabet Inc Class A
    Weight: 30.03%
    21.8%
  • Direxion Daily Semiconductor Bull 3X Shares
    Weight: 7.44%
    21.2%
  • Quanta Services Inc
    Weight: 5.82%
    4.1%
  • Direxion Daily GOOGL Bull 1.5X Shares
    Weight: 3.12%
    4.1%
  • Top 5 risk contribution 88.9%

Risk contribution turns the lights on, and it’s not pretty. Lumentum at 22% weight is contributing almost 38% of total risk — that’s one stock doing main‑tank duty in boss fights it wasn’t built for. The 3x semiconductor ETF at 7% weight throwing in 21% of risk is even spicier; that thing’s basically a leveraged chaos engine. Alphabet is huge in weight but relatively tame in risk terms by comparison. Risk contribution is about who’s actually shaking the portfolio, not who looks big on paper. Here, a couple of positions are punching way above their weight class, and not in a calming way.

Redundant positions Info

  • Avantis® International Equity ETF
    Vanguard International High Dividend Yield Index Fund ETF Shares
    Avantis® International Small Cap Value ETF
    High correlation
  • Direxion Daily GOOGL Bull 1.5X Shares
    Alphabet Inc Class A
    High correlation

Correlation-wise, several pieces here are basically shadowing each other. The Avantis international funds and the Vanguard high dividend ETF are moving in near‑lockstep, so those “different” funds are often just echoing the same trade. The Alphabet stock and the leveraged Alphabet ETF are even more on‑the‑nose: one is the driver, the other is the driver after three espressos. Correlation just means “do these things move together,” and high correlation means diversification is more cosmetic than real. When one trips, they all trip. In a broad sell‑off, these pairs won’t be your safety nets, they’ll just synchronize the fall.

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 basically turning up overdressed and under-optimized. The Sharpe ratio of 1.54 is decent, but the same set of holdings, just re‑weighted, could hit a Sharpe of 1.84 with *less* risk. Being 3.74 percentage points below the frontier at your current volatility means you’re taking extra hits without getting paid for them. The efficient frontier is just the curve of “best possible tradeoffs” using what you already own. Sitting below it is like driving with one foot on the gas and one lightly on the brake — noisy, fast, and not as effective as it thinks it is.

Dividends Info

  • Avantis® International Equity ETF 2.60%
  • Avantis® International Small Cap Value ETF 2.90%
  • Direxion Daily GOOGL Bull 1.5X Shares 3.20%
  • Alphabet Inc Class A 0.20%
  • Invesco S&P International Developed Momentum ETF 3.60%
  • Quanta Services Inc 0.10%
  • Direxion Daily Semiconductor Bull 3X Shares 0.10%
  • Vanguard International High Dividend Yield Index Fund ETF Shares 3.50%
  • Weighted yield (per year) 1.11%

For all the “high dividend” branding in one of the ETFs, the overall yield limps in around 1.11%. That’s pocket change dressed up as income. The high‑yield and value‑ish international funds are trying to throw off some cash, but they’re drowned out by low or near‑zero yield positions like Alphabet, leveraged ETFs, and growthy names. Dividends here are clearly an afterthought — more like a side effect than a core feature. This setup screams “total return” and “price movement,” not “steady checks hitting the account.” Anyone expecting this to behave like an income machine is reading the wrong label.

Ongoing product costs Info

  • Avantis® International Equity ETF 0.23%
  • Avantis® International Small Cap Value ETF 0.36%
  • Direxion Daily GOOGL Bull 1.5X Shares 1.05%
  • Invesco S&P International Developed Momentum ETF 0.25%
  • Direxion Daily Semiconductor Bull 3X Shares 0.76%
  • Vanguard International High Dividend Yield Index Fund ETF Shares 0.22%
  • Weighted costs total (per year) 0.16%

Costs are the one area where this portfolio isn’t self‑sabotaging. A total TER of 0.16% is refreshingly sane, especially given the presence of leveraged products that usually gouge harder. Yes, there are some pricey toys in here — 1.05% on that GOOGL bull ETF is steep for something that just magnifies what you already own — but the heavy weight in low‑cost funds and individual stocks keeps the blended fee down. It’s like someone loaded a high‑octane race car with gas bought during a discount sale. The risk is wild, but at least the toll booths aren’t taking much.

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