This portfolio has only about 1.7 years 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-focused portfolio with a strong tilt towards technology and leverage

Report created on Aug 20, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

5/5
Highly Diversified
Less diversification More diversification

Positions

This portfolio is heavily weighted towards exchange-traded funds (ETFs) that focus on growth, with 40% in a leveraged S&P 500 ETF, indicating a bullish outlook on the US equity market. The inclusion of global stocks and bonds, a sector-specific ETF, and a gold plus equity strategy suggests a strategic approach to diversification. However, the heavy allocation to a leveraged ETF increases the portfolio's risk profile, despite its high diversification score.

Growth Info

With a Compound Annual Growth Rate (CAGR) of 31.49%, the portfolio has shown impressive historical performance, significantly outpacing many traditional benchmarks. This high return rate is reflective of both the inherent risks associated with leveraged ETFs and the growth-oriented strategy. However, the maximum drawdown of -23.88% highlights the potential volatility and risk of significant losses in adverse market conditions.

Projection Info

Monte Carlo simulations, which use historical data to project future performance under various scenarios, suggest a wide range of potential outcomes for this portfolio. With all simulations showing positive returns and a median projected growth of 5,931.8%, the forward-looking outlook appears optimistic. Yet, it's crucial to remember that these projections cannot guarantee future performance and are subject to market volatility.

Asset classes Info

  • Stocks
    99%
  • Bonds
    25%
  • Other
    1%

The portfolio's asset allocation is predominantly in stocks (99%) with a minor allocation to bonds (25%) and a negligible percentage in other categories. This asset mix supports the portfolio's growth-oriented strategy but comes with higher volatility and risk. The minimal bond allocation offers limited cushioning against stock market downturns, which is typical for growth-focused portfolios.

Sectors Info

  • Technology
    28%
  • Financials
    17%
  • Consumer Discretionary
    11%
  • Industrials
    11%
  • Telecommunications
    9%
  • Health Care
    8%
  • Consumer Staples
    5%
  • Basic Materials
    4%
  • Energy
    4%
  • Utilities
    2%
  • Real Estate
    2%

The sectoral allocation emphasizes technology, financial services, and consumer cyclicals, aligning with a growth investment strategy. However, this concentration increases susceptibility to sector-specific risks. For instance, technology stocks can be highly volatile, especially in response to interest rate changes or economic downturns. Diversifying across more sectors could mitigate some of this risk.

Regions Info

  • North America
    73%
  • Europe Developed
    11%
  • Japan
    5%
  • Asia Emerging
    4%
  • Asia Developed
    4%
  • Australasia
    1%
  • Africa/Middle East
    1%
  • Latin America
    1%

Geographically, the portfolio is heavily weighted towards North America (73%), with smaller exposures to developed Europe and Asia. This concentration in developed markets, while potentially more stable, may limit exposure to high-growth opportunities in emerging markets. Considering a slight increase in emerging markets exposure could enhance growth prospects and diversification.

Market capitalization Info

  • Mega-cap
    40%
  • Large-cap
    31%
  • Mid-cap
    18%
  • Small-cap
    3%
  • Micro-cap
    1%

The focus on mega (40%) and big-cap (31%) companies is consistent with a strategy that seeks to balance growth with some level of stability. However, the limited exposure to small and micro-cap stocks may restrict potential high-growth opportunities. Including more small and micro-cap investments could increase diversification and growth potential, albeit with higher risk.

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, the portfolio may benefit from optimization to achieve a better risk-return ratio. While the current allocation has performed well historically, adjustments could potentially offer similar returns with reduced volatility. This might involve rebalancing between asset classes, sectors, or geographic exposures to align more closely with the investor's risk tolerance and investment horizon.

Dividends Info

  • American Century ETF Trust 2.90%
  • WisdomTree Efficient Gold Plus Equity Strategy Fund 5.50%
  • Return Stacked Global Stocks & Bonds ETF 1.10%
  • Direxion Daily S&P 500® Bull 2X Shares 0.60%
  • Weighted yield (per year) 1.92%

The dividend yields across the ETFs contribute to the portfolio's total income, with an average yield of 1.92%. While the focus is clearly on growth rather than income, dividends can provide a steady cash flow and help mitigate some volatility. Investors might consider rebalancing towards ETFs with higher dividend yields for more income stability.

Ongoing product costs Info

  • American Century ETF Trust 0.31%
  • WisdomTree Efficient Gold Plus Equity Strategy Fund 0.20%
  • Return Stacked Global Stocks & Bonds ETF 0.41%
  • Direxion Daily S&P 500® Bull 2X Shares 0.61%
  • Weighted costs total (per year) 0.44%

The portfolio's total expense ratio (TER) of 0.44% is moderate, reflecting the cost efficiency of ETFs. However, the leveraged ETF carries a higher expense ratio, which can impact net returns over time. Investors should weigh the cost-benefit of holding higher-cost funds against their performance and strategic value to the portfolio.

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