This portfolio has only about 1.6 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.
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A high-stakes gamble disguised as a portfolio: Bitcoin, Gold, and Tech on steroids

Report created on Aug 17, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification

Positions

This portfolio is like a financial roller coaster designed by a thrill-seeker with a penchant for dramatic ups and downs. With 35% in a Bitcoin ETF, 30% in a government money market fund, and a whopping 20% in a leveraged tech ETF, it screams "high risk, potentially high reward," but also "potential high loss." The addition of 15% in gold ETFs is like wearing a seatbelt after deciding to drive a motorcycle through a ring of fire. It’s an odd mix of extreme risk-taking and a conservative hedge that seems more like a financial mullet: business in the front, party in the back.

Growth Info

With a CAGR of 43.08%, this portfolio has seen days brighter than a supernova, but the max drawdown of -24.20% is a stark reminder of its volatility. It's like winning the lottery but then losing the ticket a few times a year. The fact that 90% of returns came from just 13 days is the investing equivalent of scoring all your points in the final seconds of a game. While thrilling, it's not a strategy; it's a heart attack waiting to happen.

Projection Info

The Monte Carlo simulation results are like financial fan fiction: wildly optimistic with a hint of reality. While the median outcome suggests you could be diving into a Scrooge McDuck money pool, the range of outcomes is broader than the Grand Canyon. Remember, Monte Carlo simulations are educated guesses, not crystal balls. They’re useful for stress-testing against various scenarios but take them with a grain of salt, or perhaps the whole shaker.

Asset classes Info

  • Other
    53%
  • No data
    30%
  • Stocks
    19%

With "Other" and "Unknown" making up a majority of the asset classes, this portfolio feels like a mystery box from a game show. The heavy tilt towards high-risk assets like Bitcoin and a triple-leveraged tech ETF, paired with the safety net of a government money market fund, is like wearing a life jacket in a shark cage. It’s a perplexing strategy that seems to prepare for both a financial feast and famine simultaneously.

Sectors Info

  • No data
    30%
  • Technology
    20%

The sector allocation here is like attending a buffet and only loading up on carbs and dessert. With 20% in technology via a leveraged ETF, it’s clear there’s a tech addiction problem. However, tech's rapid growth can turn into rapid losses, making this strategy as stable as a house of cards in a wind tunnel. Diversification across sectors is crucial unless the goal is to roller coaster through the financial markets.

Regions Info

  • No data
    30%
  • North America
    20%

The geographic allocation is like having a world map but only being interested in your backyard. With a heavy focus on North America and a complete disregard for Europe, Asia, and emerging markets, this portfolio misses out on global growth opportunities. It's akin to limiting your diet to only local fast food; convenient but hardly balanced or healthy for long-term growth.

Market capitalization Info

  • No data
    45%
  • Mega-cap
    7%
  • Large-cap
    5%
  • Mid-cap
    1%

The market capitalization tilt towards "Unknown" and a slight nod to mega and big caps is like planning a city with only skyscrapers and no houses or parks. It neglects the foundational elements of a well-rounded investment strategy. Small and medium-cap stocks often provide growth opportunities and diversification benefits that are missing here, making the strategy as balanced as a one-legged stool.

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.

This portfolio's approach to risk vs. return is like trying to balance on a tightrope while juggling chainsaws. The heavy reliance on high-risk assets with minimal diversification makes it anything but efficient. In the quest for high returns, the portfolio takes on an extraordinary amount of risk, which could be mitigated with a more balanced allocation. It's like playing financial Russian roulette — eventually, the odds catch up.

Dividends Info

  • Fidelity® Government Money Market Fund 3.60%
  • Direxion Daily Technology Bull 3X Shares 0.40%
  • Weighted yield (per year) 1.16%

The dividend yield strategy here is like finding loose change in the couch; it's nice but won’t pay the bills. With a total yield of 1.16%, it's clear that income generation is not the priority, which might be fine for growth-focused investors. However, overlooking the power of compounding dividends is like ignoring a slow and steady tortoise in a race against high-volatility hares.

Ongoing product costs Info

  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • SPDR® Gold Shares 0.40%
  • Direxion Daily Technology Bull 3X Shares 0.94%
  • Weighted costs total (per year) 0.34%

The total expense ratio (TER) of 0.34% is surprisingly reasonable given the high-octane nature of the investments. It's like finding out your sports car has decent gas mileage. However, the real cost comes from the potential for extreme volatility and significant losses, which could outweigh any fee savings. Remember, the cheapest roller coaster ride can still make you sick.

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