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 high-growth potential portfolio with a strong focus on the S&P 500 and an innovative touch of Bitcoin exposure

Report created on Aug 15, 2025

Risk profile Info

4/7
Balanced
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification

Positions

This portfolio is heavily weighted towards the Vanguard S&P 500 ETF, making up 85% of the allocation, with a smaller but significant portion in the Invesco S&P 500® Momentum ETF and a novel 5% exposure to the iShares Bitcoin Trust. This composition indicates a strong belief in the continued growth and stability of large-cap U.S. stocks, complemented by momentum investing strategies and a speculative interest in cryptocurrency. The diversification is primarily within the stock asset class, with a single-focused diversification classification, leaning heavily on North American equities.

Growth Info

With a Compound Annual Growth Rate (CAGR) of 26.08% and a maximum drawdown of -18.89%, the portfolio's past performance showcases its high growth potential amidst moderate volatility. The days contributing to 90% of returns being so few suggest significant gains were concentrated in short bursts, typical of high-growth strategies. However, it's essential to remember that past performance is not indicative of future results, especially with high concentrations in specific sectors and assets.

Projection Info

The Monte Carlo simulation, with 1,000 iterations, forecasts a wide range of potential outcomes, from a 5th percentile of 2,813.7% to a 67th percentile of 49,469.3% in growth. This vast range underscores the high-risk, high-reward nature of the portfolio. While all simulations returned positive growth, the variability highlights the uncertainty and potential volatility investors should be prepared for.

Asset classes Info

  • Stocks
    95%
  • Other
    5%

The asset allocation is heavily skewed towards stocks (95%), with a small portion in "Other" (5%), presumably the cryptocurrency exposure. This composition underlines a growth-focused strategy with minimal hedging or risk diversification through alternative asset classes like bonds or real estate. The absence of cash holdings further emphasizes a bullish outlook.

Sectors Info

  • Technology
    30%
  • Financials
    14%
  • Consumer Discretionary
    11%
  • Telecommunications
    10%
  • Health Care
    8%
  • Industrials
    8%
  • Consumer Staples
    6%
  • Energy
    3%
  • Utilities
    2%
  • Real Estate
    2%
  • Basic Materials
    1%

Sectoral allocation is concentrated in Technology, Financial Services, and Consumer Cyclicals, reflecting a bet on sectors that have historically led market rallies. However, this concentration also exposes the portfolio to sector-specific risks, such as regulatory changes or economic downturns affecting consumer spending. Diversifying across more sectors could mitigate some of these risks.

Regions Info

  • North America
    95%

With 95% of assets allocated in North America, the portfolio's geographic exposure is highly concentrated. This concentration benefits from the robust performance of the U.S. market but lacks global diversification, which could provide a buffer against region-specific economic downturns and offer exposure to emerging market growth.

Market capitalization Info

  • Mega-cap
    45%
  • Large-cap
    33%
  • Mid-cap
    16%
  • Small-cap
    1%

The portfolio's market capitalization breakdown shows a preference for Mega and Big cap stocks, which typically offer stability and steady growth. However, the minimal exposure to Small and Medium cap stocks limits potential high-growth opportunities these segments can offer, albeit with higher risk.

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 benefit from optimizing its risk-return profile. While the current allocation has demonstrated high growth potential, exploring diversification across more asset classes and geographies could enhance returns for the same level of risk or achieve the current return level with reduced volatility.

Dividends Info

  • Invesco S&P 500® Momentum ETF 0.60%
  • Vanguard S&P 500 ETF 1.20%
  • Weighted yield (per year) 1.08%

The portfolio's dividend yield stands at 1.08%, reflecting a moderate income component to complement its growth strategy. This yield, primarily from the Vanguard S&P 500 ETF, offers a steady income stream, albeit lower than more income-focused portfolios.

Ongoing product costs Info

  • iShares Bitcoin Trust 0.12%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Vanguard S&P 500 ETF 0.03%
  • Weighted costs total (per year) 0.04%

The portfolio's total expense ratio (TER) of 0.04% is impressively low, maximizing the potential for net returns. Keeping costs low is crucial for long-term investment success, especially in a portfolio designed for growth, where every percentage point saved on costs compounds over time.

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