This portfolio has only about 1.9 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 speculative portfolio blending traditional ETFs with high-risk assets like cryptocurrencies and leveraged commodities

Report created on May 11, 2025

Risk profile Info

7/7
Speculative
Less risk More risk

Diversification profile Info

5/5
Highly Diversified
Less diversification More diversification

Positions

This portfolio is a blend of traditional equity ETFs and high-risk investments, including leveraged commodities and cryptocurrencies. The presence of Invesco FTSE All-World UCITS ETF and Xtrackers MSCI World Information Technology UCITS ETF, each comprising 25% of the portfolio, provides a solid base in global and technology equities. However, the inclusion of leveraged commodities ETFs, such as WisdomTree Coffee and Cocoa, along with cryptocurrency assets like CoinShares Physical Ethereum and Bitcoin, introduces a speculative element. This mix suggests an aggressive strategy aiming for high returns at the cost of higher volatility and risk.

Growth Info

The reported Compound Annual Growth Rate (CAGR) of 1,090.53% is extraordinary, indicating periods of exceptional gains, likely driven by the high-risk assets in the portfolio. However, the Max Drawdown of -52.44% underscores the volatility and risk inherent in such assets. The fact that 90% of returns came from only 6 days highlights the portfolio's reliance on short, sharp gains rather than consistent growth, a characteristic of speculative investments.

Projection Info

Monte Carlo simulations, which use historical data to project future outcomes, show a concerning trend with a 100% chance of a negative return across all simulations. This extreme result suggests that the portfolio's current composition is highly risky, with potential for significant losses. While Monte Carlo simulations are valuable for understanding potential outcomes, they are based on past performance, which is not a reliable indicator of future results.

Asset classes Info

  • Stocks
    66%
  • Other
    8%

The asset allocation leans heavily towards stocks (66%) and includes a significant portion of 'Other' assets (8%), likely the cryptocurrencies and leveraged commodities. This allocation indicates a high-risk strategy, with a substantial portion of the portfolio exposed to the volatile tech sector and speculative assets. Diversification across more traditional asset classes could provide a buffer against this volatility.

Sectors Info

  • Technology
    32%
  • No data
    8%
  • Financials
    7%
  • Consumer Discretionary
    3%
  • Industrials
    3%
  • Health Care
    3%
  • Telecommunications
    2%
  • Consumer Staples
    2%
  • Energy
    2%
  • Basic Materials
    2%
  • Utilities
    1%
  • Real Estate
    1%

The sectoral allocation is heavily skewed towards technology (32%), reflecting a common trend in speculative portfolios seeking high growth. However, this concentration increases the portfolio's vulnerability to sector-specific downturns. The presence of multiple sectors, albeit with small allocations, suggests an attempt at diversification, but the heavy tech weighting dominates the risk profile.

Regions Info

  • North America
    39%
  • Asia Emerging
    10%
  • No data
    8%
  • Europe Developed
    5%
  • Japan
    2%
  • Asia Developed
    1%

Geographic distribution shows a strong bias towards North America (39%) and a notable allocation to Asia Emerging markets (10%). This geographic spread is typical for growth-oriented portfolios, leveraging the innovation-driven North American market alongside the growth potential in emerging Asian economies. However, the absence of significant exposure to other regions, like Europe Developed and Latin America, limits diversification benefits.

Market capitalization Info

  • Mega-cap
    33%
  • Large-cap
    18%
  • No data
    8%
  • Mid-cap
    6%

The focus on Mega (33%) and Big (18%) cap stocks aligns with the portfolio's growth objectives, leveraging the stability and potential of large corporations. However, the lack of exposure to Small and Micro caps misses opportunities for higher growth, albeit at increased risk. This market cap distribution reflects a balance between seeking growth and maintaining some level of stability within a speculative strategy.

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.

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The portfolio's current configuration suggests it is far from the Efficient Frontier, indicating that there are opportunities to achieve a better risk-return ratio through optimization. Adjusting the asset allocation to include a broader range of asset classes and reducing the concentration in high-risk investments could improve the portfolio's efficiency, balancing the potential for high returns with risk management.

Ongoing product costs Info

  • Franklin Libertyshares ICAV - Franklin Ftse India Ucits ETF 0.19%
  • Xtrackers MSCI World Information Technology UCITS ETF 1C 0.25%
  • Weighted costs total (per year) 0.08%

The portfolio's costs, indicated by the Total Expense Ratios (TERs) of the ETFs, are relatively low, which is advantageous for long-term growth. Keeping costs minimal is crucial in speculative strategies, where the potential for high returns comes with significant risk. Continuously monitoring and managing these costs will be essential to maximize net returns.

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