This portfolio has only about 10 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-focused portfolio with a strong emphasis on global equities and a touch of gold and high-risk leverage

Report created on Aug 2, 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 primarily composed of the Vanguard FTSE All-World UCITS ETF, making up 90% of the allocation, which provides broad exposure to global equities across developed and emerging markets. The inclusion of a 5% allocation to iShares Physical Gold ETC adds a traditional hedge against market volatility and inflation. Additionally, the 5% allocation in Leverage Shares 3x Long MicroStrategy ETP introduces a high-risk, high-reward element focused on the performance of a single company, significantly increasing the portfolio's overall risk profile despite its diversified foundation.

Growth Info

The portfolio has shown a remarkable Compound Annual Growth Rate (CAGR) of 27.87%, although it's important to note a maximum drawdown of -44.66%. These figures suggest a high-growth potential at the cost of substantial volatility. The fact that 90% of returns came from just two days indicates an extreme concentration of gains, which underscores the portfolio's inherent risk and the potential for significant short-term fluctuations.

Projection Info

Monte Carlo simulations, which use historical data to forecast future performance, suggest a wide range of outcomes for this portfolio. While the median projection indicates a potential 162.5% return, the presence of simulations predicting both complete loss (-100%) and exceptionally high returns (up to 2,609.3%) highlight the speculative nature of the high-leverage component. This underscores the importance of understanding the high level of uncertainty and risk associated with such investments.

Asset classes Info

  • Stocks
    90%
  • Other
    5%
  • No data
    5%

The portfolio's asset class allocation is heavily skewed towards stocks (90%), with a small portion in commodities (5% gold) and a speculative financial instrument (5% leveraged ETP). This composition supports a growth-oriented strategy but carries a higher risk, particularly given the volatility associated with leveraged investments. The absence of fixed-income assets limits its defensive capabilities against market downturns.

Sectors Info

  • Technology
    23%
  • Financials
    16%
  • Consumer Discretionary
    10%
  • Industrials
    9%
  • Health Care
    8%
  • Telecommunications
    8%
  • Consumer Staples
    5%
  • No data
    5%
  • Energy
    3%
  • Basic Materials
    3%
  • Utilities
    2%
  • Real Estate
    2%

With a sectoral focus on technology (23%), financial services (16%), and consumer cyclicals (10%), the portfolio is positioned to benefit from growth in these dynamic areas. However, this concentration can also introduce sector-specific risks, such as higher susceptibility to market corrections in tech valuations or regulatory changes affecting financial services.

Regions Info

  • North America
    58%
  • Europe Developed
    14%
  • Japan
    5%
  • Asia Emerging
    5%
  • No data
    5%
  • Asia Developed
    3%
  • Australasia
    2%
  • Africa/Middle East
    1%
  • Latin America
    1%

The geographic allocation heavily favors North America (58%), followed by developed Europe (14%) and a modest exposure to emerging markets. This distribution suggests a bias towards more stable, developed economies but may limit potential gains from faster-growing emerging markets. The 5% allocated to "Unknown" likely represents the speculative nature of the leveraged ETP.

Market capitalization Info

  • Mega-cap
    43%
  • Large-cap
    31%
  • Mid-cap
    15%
  • No data
    10%

The focus on mega (43%) and big (31%) cap stocks within the portfolio indicates a preference for established, large-scale companies, which typically offer more stability than their smaller counterparts. However, the 10% "Unknown" market capitalization underscores the speculative aspect introduced by the leveraged ETP, adding an unpredictable element to the portfolio's performance.

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.

The current portfolio's expected return is below the optimal level suggested by Efficient Frontier analysis, which indicates a potential return of 37.26% at a risk level of 16.02%. This suggests that the portfolio could be rebalanced to achieve a higher return for the same level of risk, possibly by adjusting the allocations among the existing assets or by diversifying into additional asset classes or sectors to improve the risk-return trade-off.

Ongoing product costs Info

  • iShares Physical Gold ETC 0.25%
  • Vanguard FTSE All-World UCITS ETF USD Accumulation 0.22%
  • Weighted costs total (per year) 0.21%

With total expense ratios (TERs) of 0.25% for the iShares Physical Gold ETC and 0.22% for the Vanguard FTSE All-World UCITS ETF, the portfolio benefits from relatively low costs, supporting better long-term performance. The overall portfolio cost of 0.21% is impressively low for a globally diversified strategy, especially considering the inclusion of specialized and leveraged products.

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