This portfolio has only about 1.1 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.

Growth-focused portfolio with high exposure to S&P 500 momentum and a splash of cryptocurrency

Report created on Aug 15, 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 is heavily weighted towards the Invesco S&P 500® Momentum ETF, making up 70% of the allocation, followed by the Avantis® U.S. Small Cap Value ETF at 25%. Cryptocurrency exposure through the iShares Bitcoin and Ethereum Trusts constitutes 5% of the portfolio. The concentration in momentum stocks and small-cap value, alongside a minor allocation to cryptocurrencies, suggests a strategy aiming for high growth but comes with significant volatility and risk.

Growth Info

With a Compound Annual Growth Rate (CAGR) of 26.17% and a maximum drawdown of -20.58%, the portfolio has demonstrated strong growth potential but also significant risk. The days contributing to 90% of returns being so few indicates that the portfolio's performance is highly reliant on short, sharp gains, which can be a double-edged sword, emphasizing the importance of timing in this investment strategy.

Projection Info

The Monte Carlo simulation, with its wide range of outcomes, underscores the high-risk, high-reward nature of this portfolio. The median projection showing a 5,313% return is optimistic, yet the broad spread to the 67th percentile at 12,713.3% highlights the potential for substantial variance. It’s crucial to remember that these projections are based on historical data, which may not predict future performance accurately.

Asset classes Info

  • Stocks
    95%
  • Other
    5%

The portfolio's asset class distribution, with 95% in stocks and 5% in alternatives (cryptocurrencies), indicates a single-minded pursuit of growth. While stocks are a mainstay for growth-oriented investors, the inclusion of cryptocurrencies adds an extra layer of risk and potential reward. Diversifying across more asset classes could mitigate risk without significantly compromising growth potential.

Sectors Info

  • Financials
    20%
  • Technology
    19%
  • Consumer Discretionary
    15%
  • Industrials
    11%
  • Telecommunications
    11%
  • Consumer Staples
    8%
  • Energy
    5%
  • Health Care
    2%
  • Utilities
    2%
  • Basic Materials
    1%
  • Real Estate
    1%

The sectoral allocation shows a strong tilt towards Financial Services, Technology, and Consumer Cyclicals, which are sectors typically associated with higher volatility and growth potential. This concentration may increase risk during market downturns, especially in technology, which can be sensitive to interest rate changes.

Regions Info

  • North America
    94%

With 94% of assets allocated to North America, the portfolio has a significant home bias, which could limit exposure to potential growth in other regions. Diversifying geographically could reduce risk and tap into emerging market growth, balancing the portfolio's overall risk profile.

Market capitalization Info

  • Mega-cap
    38%
  • Large-cap
    23%
  • Micro-cap
    13%
  • Small-cap
    12%
  • Mid-cap
    10%

The market capitalization breakdown reveals a diversified mix, with a lean towards mega and big-cap stocks. This could provide some stability to offset the higher volatility of the small and micro-cap allocations. However, the portfolio might benefit from a more balanced approach to market cap exposure, considering the potential for growth in smaller 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.

Considering the Efficient Frontier, this portfolio appears to prioritize high returns, potentially at the expense of higher volatility. Adjusting the allocation to include more asset classes or rebalancing sector and geographic exposures could move the portfolio towards a more optimal risk-return ratio, even within its growth-focused strategy.

Dividends Info

  • Avantis® U.S. Small Cap Value ETF 1.70%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Weighted yield (per year) 0.84%

The overall dividend yield of 0.84% reflects a moderate income component, which is secondary to the portfolio’s growth focus. While dividends contribute to total return, the low yield is consistent with the portfolio’s prioritization of capital appreciation over income.

Ongoing product costs Info

  • Avantis® U.S. Small Cap Value ETF 0.25%
  • iShares Bitcoin Trust 0.12%
  • Invesco S&P 500® Momentum ETF 0.13%
  • iShares Ethereum Trust ETF 0.25%
  • Weighted costs total (per year) 0.16%

With a total expense ratio (TER) of 0.16%, the portfolio is cost-efficient, which is beneficial for long-term growth. Keeping costs low is crucial for enhancing net returns, especially in a growth-oriented strategy where every percentage point counts towards compounding gains.

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