A cautiously positioned, highly diversified growth portfolio with a strong emphasis on North American equities

Report created on Sep 18, 2025

Risk profile Info

3/7
Cautious
Less risk More risk

Diversification profile Info

5/5
Highly Diversified
Less diversification More diversification

Positions

This portfolio is entirely invested in the iShares Core Growth ETF Portfolio, offering a cautious yet diversified approach to growth. With a risk score of 3 out of 7, it's designed for investors seeking moderate growth while maintaining a lower risk profile. The diversification score of 5 out of 5, supported by investments across 11 sectors and multiple geographic regions, suggests a well-structured approach to spreading risk and capturing global market opportunities.

Growth Info

Historically, the portfolio has demonstrated solid performance with a Compound Annual Growth Rate (CAGR) of 9.73%. The maximum drawdown of -25.83% indicates the portfolio's resilience during market downturns. The fact that 90% of returns came from just 34 days highlights the importance of remaining invested over the long term to capture significant market movements.

Projection Info

Monte Carlo simulations, which use historical data to predict future outcomes, suggest a wide range of potential returns for this portfolio. With 998 out of 1,000 simulations showing positive returns and a median projected increase of 259%, the analysis supports the portfolio's strong growth potential. However, it's crucial to remember that past performance and simulated outcomes do not guarantee future results.

Asset classes Info

  • US Equity
    36%
  • Stocks
    20%
  • Bonds
    19%

The allocation across asset classes—36% US Equity, 20% Global Equity (excluding US), and 19% Bonds—provides a balanced mix of growth and stability. This composition aligns with the portfolio's cautious growth objective, with equities driving growth and bonds offering a cushion against market volatility.

Sectors Info

  • Technology
    21%
  • Financials
    21%
  • Industrials
    12%
  • Consumer Discretionary
    9%
  • Health Care
    7%
  • Telecommunications
    7%
  • Basic Materials
    7%
  • Energy
    6%
  • Consumer Staples
    5%
  • Utilities
    3%
  • Real Estate
    3%

The sectoral allocation is well-balanced, with significant investments in Technology and Financial Services (each at 21%), followed by Industrials and Consumer Cyclicals. This diversified sector exposure positions the portfolio to benefit from growth across a broad spectrum of the economy, while also mitigating sector-specific risks.

Regions Info

  • North America
    70%
  • Europe Developed
    15%
  • Japan
    6%
  • Asia Emerging
    3%
  • Asia Developed
    3%
  • Australasia
    2%
  • Africa/Middle East
    1%

Geographic diversification is another strength of this portfolio, with a substantial 70% allocation to North America and meaningful exposures to Developed Europe and Japan. While the portfolio has limited exposure to emerging markets, this conservative geographic spread aligns with its cautious risk profile.

Market capitalization Info

  • Mega-cap
    36%
  • Large-cap
    25%
  • Mid-cap
    15%
  • Small-cap
    4%
  • Micro-cap
    1%

The portfolio's market capitalization breakdown—36% Mega, 25% Big, 15% Medium, 4% Small, and 1% Micro—favors larger, more established companies. This bias towards larger caps, which are typically less volatile, supports the portfolio's cautious growth strategy.

Dividends Info

  • iShares Core Growth ETF Portfolio 1.20%
  • Weighted yield (per year) 1.20%

With a total dividend yield of 1.20%, the portfolio provides a modest income stream in addition to potential capital appreciation. This yield is in line with the portfolio's growth-focused strategy, where reinvested dividends can contribute to compounding returns over the long term.

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