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.

A growth-focused portfolio with high exposure to stocks and innovative assets

Report created on Aug 16, 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 prominently features a mix of traditional equity through the Vanguard Total Stock Market Index Fund ETF Shares and more speculative assets like the Fidelity Wise Origin Bitcoin Trust. The inclusion of the Invesco S&P 500® Momentum ETF aims to capitalize on market trends. This composition suggests a strategy leaning towards growth, with a significant portion allocated to a single alternative asset class, indicating a higher risk tolerance.

Growth Info

The historical performance showcases an impressive Compound Annual Growth Rate (CAGR) of 33.86%, with a maximum drawdown of -21.16%. These figures reflect the portfolio's aggressive growth orientation but also highlight its susceptibility to significant fluctuations. The days contributing to 90% of returns being so few indicate that much of the portfolio's gains are concentrated in short, possibly volatile periods.

Projection Info

Monte Carlo simulations, which estimate future performance based on historical data, suggest a wide range of outcomes for this portfolio, with a median projected growth vastly outpacing traditional market returns. However, it's crucial to remember that these simulations assume past performance can predict future results, which is not always the case, especially with assets like Bitcoin.

Asset classes Info

  • Stocks
    80%
  • Other
    20%

The asset class distribution, with 80% in stocks and 20% in 'Other' (primarily Bitcoin), indicates a focused yet high-risk approach. This heavy tilt towards equities and speculative assets underlines the portfolio's growth and high-risk profile but may lack the balance provided by more conservative investments like bonds or real estate.

Sectors Info

  • Technology
    24%
  • Financials
    12%
  • Consumer Discretionary
    9%
  • Telecommunications
    8%
  • Industrials
    7%
  • Health Care
    7%
  • Consumer Staples
    5%
  • Energy
    2%
  • Utilities
    2%
  • Real Estate
    2%
  • Basic Materials
    1%

The sectoral allocation is heavily weighted towards technology, financial services, and consumer cyclicals, which are sectors often associated with higher growth and volatility. This concentration can offer significant upside during market rallies, especially in tech, but also poses a risk during downturns.

Regions Info

  • North America
    80%

With 80% of assets in North America and no exposure to emerging or developed markets outside of this region, the portfolio lacks geographic diversification. This concentration in a single region can amplify risks related to local economic or political events.

Market capitalization Info

  • Mega-cap
    35%
  • Large-cap
    25%
  • Mid-cap
    15%
  • Small-cap
    4%
  • Micro-cap
    1%

The market capitalization breakdown, favoring mega and big-cap stocks, suggests a tilt towards companies with large market presences. While this can offer stability compared to smaller caps, the portfolio's overall risk profile remains high due to its asset class and sector concentrations.

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, this portfolio may not be optimized for the best possible risk-return ratio due to its high concentration in high-volatility assets. Adjusting the allocation to include more diversified assets could potentially improve the risk-adjusted returns without dramatically sacrificing growth potential.

Dividends Info

  • Invesco S&P 500® Momentum ETF 0.60%
  • Vanguard Total Stock Market Index Fund ETF Shares 1.20%
  • Weighted yield (per year) 0.86%

The dividend yields, while contributing to the portfolio's total return, are relatively modest. This is consistent with the growth-focused nature of the portfolio, where the primary aim is capital appreciation rather than income generation through dividends.

Ongoing product costs Info

  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Vanguard Total Stock Market Index Fund ETF Shares 0.03%
  • Weighted costs total (per year) 0.09%

The total expense ratio (TER) of 0.09% is impressively low, especially considering the inclusion of specialized assets like Bitcoin. Keeping costs low is beneficial for long-term growth as it reduces the drag on returns.

What next?

Ready to invest in this portfolio?

Select a broker that fits your needs and watch for low fees to maximize your returns.

Select broker

Create your own report?

Analyze your portfolio

Join our community!

Join Discord

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.

Instrument logos provided by Elbstream.

Help us improve Insightfolio

Your feedback makes a difference! Share your thoughts in our quick survey. Take the survey