Roast mode 🔥

A high-stakes game with a gold safety net and a dash of tech spice

Report created on Aug 18, 2025

Risk profile Info

4/7
Balanced
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

Kicking off, this portfolio seems like it was assembled by someone who thought, "Let's blend high-speed racing with a safety parachute made of gold." With 45% in a momentum ETF, it's like betting on the fastest horse but forgetting the race sometimes changes mid-run. The 25% in gold is like wearing a heavy armor in a swimming race, sure it's protective, but will it help you win? The single-stock picks seem like an attempt at diversification, but it's more like picking your favorite ice cream flavors and calling it a balanced diet.

Growth Info

Historically, this portfolio has sprinted like Usain Bolt with a CAGR of 24.52%. But with a max drawdown of -28.13%, it's more like Bolt tripping mid-race. The days that make up 90% of returns being only 54.0 is akin to winning the lottery on your first ticket and then never playing again. High highs and low lows make this portfolio a roller coaster that's not for the faint of heart.

Projection Info

The Monte Carlo simulation, a fancy way of saying "let's predict the future by gambling," suggests a wild ride ahead. With a median projection of 3,262.4% growth, it's like expecting to turn a lemonade stand into a multinational corporation. But let's remember, simulations are as reliable as weather forecasts during a tornado season. They're good for a general idea but take them with a grain of salt.

Asset classes Info

  • Stocks
    75%
  • Other
    25%

With 75% in stocks and 25% in "other" (hello, gold), this portfolio's asset class spread is like wearing a tuxedo to a beach party — it kind of makes sense, but it's not quite right. The total absence of cash suggests a "spend it all" mentality, which can be as risky as betting it all on black in roulette.

Sectors Info

  • Technology
    21%
  • Financials
    18%
  • Industrials
    14%
  • Consumer Discretionary
    7%
  • Telecommunications
    7%
  • Consumer Staples
    4%
  • Utilities
    1%
  • Health Care
    1%
  • Energy
    1%
  • Real Estate
    1%

The sector allocation is like having a diet consisting mainly of carbs and fats with a sprinkle of vegetables. Technology and financial services are the heavyweights, making up nearly 40% of the portfolio. This could lead to tech indigestion or financial heartburn if those sectors hiccup, reminding us that a balanced diet (or portfolio) usually works best.

Regions Info

  • North America
    65%
  • Asia Emerging
    10%

Geographically, this portfolio screams "America first" with a tiny nod to "Asia emerging." With 0% in Europe Developed, it's like ignoring an entire continent exists. This might work in a game of Risk, but in the global investment market, it's a missed opportunity for diversification and growth.

Market capitalization Info

  • Mega-cap
    44%
  • No data
    25%
  • Large-cap
    25%
  • Mid-cap
    6%

The market cap allocation is like believing only in giants and ignoring the potential of the little guys. With 44% in mega-caps, it's heavily leaning towards industry titans, while completely snubbing small caps. This could lead to missing out on growth opportunities that often come from smaller, nimbler companies.

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.

When it comes to risk vs. return optimization, this portfolio walks the line like a drunken tightrope walker. Sure, there's potential for high returns, but the risk level suggests a bumpy ride ahead. It's like playing poker with high stakes without fully understanding the rules of the game.

Dividends Info

  • Comfort Systems USA Inc 0.20%
  • Goldman Sachs Group Inc 1.60%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Taiwan Semiconductor Manufacturing 1.10%
  • Weighted yield (per year) 0.56%

The dividend yield strategy here is like expecting a trickle from a faucet to fill a swimming pool. With an overall yield of just 0.56%, it's clear this portfolio isn't built for income. It's more geared towards growth, which is fine, but let's not pretend those dividends are paying the bills.

Ongoing product costs Info

  • iShares Gold Trust 0.25%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Weighted costs total (per year) 0.12%

On the bright side, the portfolio's costs are like finding a designer dress at a thrift store — surprisingly affordable. With total TERs at a modest 0.12%, at least you're not bleeding money on fees. It's one of the few areas where this portfolio doesn't gamble.

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