A growth-focused portfolio with a strong emphasis on momentum and value across global equities

Report created on Aug 16, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

The portfolio is structured with a significant lean towards ETFs that target momentum and value strategies across various market caps and geographies. With 45% in a S&P 500 Momentum ETF and a combined 33% in both U.S. and International Small Cap Value ETFs, the emphasis is clearly on capturing growth through market trends and undervalued assets. The remaining 22% in an International Developed Momentum ETF suggests a strategic tilt towards leveraging global market movements. This composition underscores a proactive approach to growth, leveraging both market trends and intrinsic value.

Growth Info

Historically, this portfolio has demonstrated robust growth with a Compound Annual Growth Rate (CAGR) of 19.35%. While the maximum drawdown of -35.23% indicates periods of significant volatility, the overall performance has been impressive. Notably, the days contributing to 90% of returns being concentrated in just 23 days highlights the portfolio's sensitivity to market momentum. This performance, when benchmarked, suggests the portfolio's strategy has been effective in capitalizing on market movements but also underscores the inherent risks associated with momentum investing.

Projection Info

Using Monte Carlo simulations, which project future performance based on historical data, the portfolio shows a wide range of outcomes. The median (50th percentile) simulation suggests a potential 799.3% increase, with a notable 990 out of 1,000 simulations yielding positive returns. However, it's crucial to remember that such projections are speculative and based on past trends, which do not guarantee future results. This method helps in understanding potential volatility and the range of outcomes but should be approached with cautious optimism.

Asset classes Info

  • Stocks
    100%

The portfolio's allocation is exclusively in stocks, reflecting a high-growth, high-risk strategy. While this concentration in equities can offer significant returns, it also exposes the portfolio to greater market volatility. Diversification across asset classes, like including bonds or real estate, could provide a buffer during stock market downturns. However, for investors with a high risk tolerance and a long-term horizon, this equity-focused strategy aligns well with pursuing aggressive growth.

Sectors Info

  • Financials
    27%
  • Industrials
    15%
  • Technology
    15%
  • Consumer Discretionary
    14%
  • Telecommunications
    9%
  • Consumer Staples
    7%
  • Energy
    6%
  • Basic Materials
    4%
  • Health Care
    3%
  • Utilities
    2%
  • Real Estate
    1%

Sector allocation is diversified across financial services, industrials, technology, and consumer cyclicals, which are sectors typically associated with growth. However, the heavy weighting towards financial services (27%) might introduce sector-specific risks. The presence of technology and industrials suggests an alignment with current market trends favoring innovation and infrastructure. Balancing sector allocations, perhaps by increasing exposure to underrepresented sectors like healthcare or utilities, could reduce volatility without significantly compromising growth potential.

Regions Info

  • North America
    72%
  • Europe Developed
    16%
  • Japan
    6%
  • Australasia
    3%
  • Asia Developed
    1%
  • Africa/Middle East
    1%

Geographic allocation heavily favors North America (72%), with a moderate exposure to developed markets in Europe and Japan. This concentration enhances the portfolio's growth prospects by focusing on mature, stable markets. However, the minimal exposure to emerging markets limits potential high-growth opportunities. Increasing allocations to emerging markets could diversify risk and tap into faster-growing economies, potentially enhancing long-term returns.

Market capitalization Info

  • Mega-cap
    37%
  • Large-cap
    22%
  • Small-cap
    14%
  • Mid-cap
    13%
  • Micro-cap
    12%

The market capitalization spread, with a tilt towards mega and big caps, provides a foundation of stability and liquidity. However, the meaningful allocation to small and micro-caps introduces growth potential at the expense of higher volatility. This mix supports the portfolio's growth objectives while ensuring a degree of risk management through diversification across different market cap segments.

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 portfolio's current allocation and strategy appear well-tuned to its objective of growth, leveraging both momentum and value across diverse markets. While the Efficient Frontier analysis could suggest potential optimizations for risk-return efficiency, the portfolio already exhibits a thoughtful balance between risk and reward. Any adjustments should be considered in the context of the investor's risk tolerance, investment horizon, and market outlook, aiming to maintain or enhance this balance.

Dividends Info

  • Avantis® International Small Cap Value ETF 3.70%
  • Avantis® U.S. Small Cap Value ETF 1.70%
  • Invesco S&P International Developed Momentum ETF 1.90%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Weighted yield (per year) 1.47%

The dividend yield, while not the primary focus of this growth-oriented portfolio, adds a layer of return through income. With an overall yield of 1.47%, the portfolio strikes a balance between reinvesting for growth and providing cash returns. This approach suits investors who appreciate income generation without sacrificing growth potential. Adjusting allocations to enhance yield, however, should be carefully weighed against the portfolio's growth objectives and risk profile.

Ongoing product costs Info

  • Avantis® International Small Cap Value ETF 0.36%
  • Avantis® U.S. Small Cap Value ETF 0.25%
  • Invesco S&P International Developed Momentum ETF 0.25%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Weighted costs total (per year) 0.21%

The portfolio's total expense ratio (TER) of 0.21% is impressively low, particularly for a strategy that includes specialized ETFs targeting momentum and value. Lower costs directly translate to higher net returns for investors, making this an efficient growth-oriented portfolio. This cost-effectiveness is a significant strength, ensuring that more of the investment's returns are retained by the investor, rather than being eroded by fees.

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