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Highly concentrated leveraged growth portfolio with strong tech focus and very deep drawdown history

Report created on Apr 19, 2026

Risk profile Info

7/7
Speculative
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio is built around one broad global equity ETF at 50%, with the remaining half in more specialized and leveraged funds. About 35% is in 3x leveraged equity ETFs tied to major US indices and semiconductors, and 10% is in an unleveraged semiconductor ETF. A 10% allocation to gold adds a non‑equity element. Structurally, this is a barbell between a diversified world equity core and a concentrated, high‑octane satellite sleeve. That combination makes the overall mix aggressive despite the diversified anchor, because leverage and thematic exposure can dominate day‑to‑day behavior and drive large swings in portfolio value.

Growth Info

Over the period shown, $1,000 grew to about $11,764, which is far ahead of both the US and global market benchmarks. The portfolio’s compound annual growth rate (CAGR) of 28.07% roughly doubles the US market’s 14.79%. CAGR is the “average speed” of growth per year, smoothed out over time. The trade‑off is visible in the max drawdown: a drop of about -70%, versus roughly -34% for the benchmarks. A drawdown is the peak‑to‑trough fall, and here it took 20 months to fully recover. This pattern—very strong long‑run growth but extremely deep falls—is consistent with heavy use of leverage and concentrated themes.

Projection Info

The forward projection uses a Monte Carlo simulation, which basically runs hundreds of “what if” market paths based on historical behavior and volatility. In these 15‑year simulations, the median outcome turns $1,000 into about $2,641, with a wide “likely” band between roughly $1,809 and $3,881. The annualized return across all simulations, 7.70%, is much lower than the historical 28.07%, reflecting the effect of including plenty of rough scenarios. Monte Carlo doesn’t predict the future; it just shows a range of plausible paths if markets behaved somewhat like the past. The wide spread between pessimistic and optimistic cases highlights how uncertain leveraged, volatile portfolios can be.

Asset classes Info

  • Stocks
    90%
  • Other
    10%

Asset allocation is dominated by stocks at 90%, with the remaining 10% categorized as “other,” which in this case is primarily gold. Stocks are ownership stakes in companies and tend to drive both growth and volatility in a portfolio, while gold often behaves differently from equities and can sometimes offset stress periods. Compared with broad multi‑asset benchmarks that include bonds and cash, this mix is clearly equity‑heavy. That means returns are likely to depend mostly on stock markets rather than interest‑bearing assets. The small but distinct gold slice adds an alternative return source without changing the portfolio’s overall growth‑oriented character.

Sectors Info

  • Technology
    39%
  • Financials
    9%
  • Consumer Discretionary
    8%
  • Industrials
    8%
  • Telecommunications
    7%
  • Health Care
    6%
  • Consumer Staples
    4%
  • Basic Materials
    3%
  • Energy
    2%
  • Utilities
    2%
  • Real Estate
    1%

This breakdown covers the equity portion of your portfolio only.

Sector exposure is clearly tilted, with technology at 39%—well above what’s typical in broad global indices—while other sectors are present in single‑digit weights. Areas like financials, industrials, consumer discretionary, and telecoms provide some diversification, but they are secondary to the tech focus. A tech‑heavy profile often benefits strongly during periods of innovation enthusiasm and low interest rates, because investors are willing to pay up for growth. The flip side is that this type of portfolio can be more sensitive when sentiment turns, regulation increases, or rates rise. This allocation is intentionally growth‑leaning rather than evenly spread across the economic landscape.

Regions Info

  • North America
    69%
  • Europe Developed
    9%
  • Asia Developed
    4%
  • Japan
    3%
  • Asia Emerging
    3%
  • Australasia
    1%
  • Africa/Middle East
    1%
  • Latin America
    1%

This breakdown covers the equity portion of your portfolio only.

Geographically, about 69% of the equity exposure is in North America, with Europe, Japan, and other regions making up smaller slices. Global equity benchmarks also lean heavily toward North America, but this portfolio is even more US‑centric due to the leveraged US index and semiconductor funds layered on top of the world ETF. Geographic concentration means many holdings are tied to the same economic cycle, currency, and policy environment. While there is still exposure to Europe, Asia, and emerging markets via the global fund, the overall risk and return pattern is likely to track US markets more closely than a perfectly region‑balanced global portfolio.

Market capitalization Info

  • Mega-cap
    35%
  • Large-cap
    27%
  • Mid-cap
    13%
  • No data
    10%
  • Small-cap
    3%

This breakdown covers the equity portion of your portfolio only.

By market capitalization, the portfolio is tilted toward mega‑cap and large‑cap companies, which together account for over 60% of exposure, with mid‑caps and small‑caps representing a smaller share. Mega‑caps are the largest, often most established firms, and they tend to dominate major indices as well. This aligns with the benchmarks in broad terms, which is a positive sign for diversification by company size. However, within those large‑cap names there is significant emphasis on major technology and semiconductor leaders. So while the size distribution looks fairly standard, the actual risk and return behavior will be shaped more by sector and leverage than by company size differences.

True holdings Info

  • NVIDIA Corporation
    5.35%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
    • ProShares UltraPro QQQ
    • ProShares UltraPro S&P500
    • VanEck Semiconductor ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Apple Inc
    2.95%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • ProShares UltraPro S&P500
    • Vanguard Total World Stock Index Fund ETF Shares
  • Microsoft Corporation
    2.21%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • ProShares UltraPro S&P500
    • Vanguard Total World Stock Index Fund ETF Shares
  • Broadcom Inc
    2.20%
    Part of fund(s):
    • Direxion Daily Semiconductor Bull 3X Shares
    • ProShares UltraPro QQQ
    • ProShares UltraPro S&P500
    • VanEck Semiconductor ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Amazon.com Inc
    1.65%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • ProShares UltraPro S&P500
    • Vanguard Total World Stock Index Fund ETF Shares
  • Alphabet Inc Class A
    1.34%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • ProShares UltraPro S&P500
    • Vanguard Total World Stock Index Fund ETF Shares
  • Alphabet Inc Class C
    1.13%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • ProShares UltraPro S&P500
    • Vanguard Total World Stock Index Fund ETF Shares
  • Taiwan Semiconductor Manufacturing
    1.12%
    Part of fund(s):
    • VanEck Semiconductor ETF
  • Meta Platforms Inc.
    1.09%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • ProShares UltraPro S&P500
    • Vanguard Total World Stock Index Fund ETF Shares
  • Tesla Inc
    1.00%
    Part of fund(s):
    • LS 1x Tesla Tracker ETP Securities GBP
    • ProShares UltraPro QQQ
    • ProShares UltraPro S&P500
    • Vanguard Total World Stock Index Fund ETF Shares
  • Top 10 total 20.03%

This breakdown covers the equity portion of your portfolio only.

Looking through ETF top holdings, a handful of big names—NVIDIA, Apple, Microsoft, Broadcom, Amazon, Alphabet, TSMC, Meta, and Tesla—show up multiple times across funds. This overlap means the apparent diversification across ETFs hides a meaningful concentration in a small group of large tech and semiconductor firms. For example, NVIDIA alone accounts for over 5% of portfolio exposure just within the portion we can see, and overlap is likely higher since only top‑10 positions are captured. When the same companies show up in several ETFs, they can drive portfolio performance more than their raw weights suggest, especially if those ETFs are leveraged or sector‑focused.

Factors Info

Value
Preference for undervalued stocks
Low
Data availability: 90%
Size
Exposure to smaller companies
Low
Data availability: 100%
Momentum
Exposure to recently outperforming stocks
Neutral
Data availability: 90%
Quality
Preference for financially healthy companies
Neutral
Data availability: 90%
Yield
Preference for dividend-paying stocks
Low
Data availability: 100%
Low Volatility
Preference for stable, lower-risk stocks
Neutral
Data availability: 100%

Factor exposures are estimated using statistical models based on historical data and measure systematic (market-relative) tilts, not absolute portfolio characteristics. Results may vary depending on the analysis period, data availability, and currency of the underlying assets.

Factor exposure shows low scores in value, size, and yield, meaning the portfolio leans away from cheaper, smaller, and high‑dividend companies. Factors are like underlying “traits” of stocks—such as cheap vs expensive, big vs small—that research links to long‑term behavior. Here, neutral scores in momentum, quality, and low volatility suggest a more market‑like stance on those dimensions. The overall picture is a growth‑oriented tilt: companies that are typically more expensive, larger, and reinvest profits rather than paying high dividends. Historically, such traits have done very well in certain periods but can be more vulnerable if investors rotate toward value, income, or smaller companies.

Risk contribution Info

  • ProShares UltraPro QQQ
    Weight: 15.00%
    31.2%
  • Vanguard Total World Stock Index Fund ETF Shares
    Weight: 50.00%
    26.8%
  • ProShares UltraPro S&P500
    Weight: 10.00%
    16.9%
  • Direxion Daily Semiconductor Bull 3X Shares
    Weight: 5.00%
    14.6%
  • VanEck Semiconductor ETF
    Weight: 10.00%
    9.7%
  • Top 5 risk contribution 99.2%

Risk contribution highlights how much each holding drives total portfolio ups and downs, which can be very different from simple weights. The 15% allocation to the leveraged Nasdaq‑style ETF contributes over 31% of overall risk, more than double its size. The 5% leveraged semiconductor fund contributes almost 15% of risk, nearly three times its weight. In contrast, the 50% world equity ETF contributes only about 27% of risk. This means the portfolio’s day‑to‑day behavior is dominated by a few high‑volatility, leveraged positions, not by the largest holding. When a small slice contributes a big share of risk, portfolio outcomes become highly sensitive to that slice.

Redundant positions Info

  • Direxion Daily Semiconductor Bull 3X Shares
    VanEck Semiconductor ETF
    High correlation
  • ProShares UltraPro S&P500
    Vanguard Total World Stock Index Fund ETF Shares
    High correlation

Correlation measures how closely assets move together, on a scale where 1 means they move almost in lockstep. In this portfolio, the unleveraged semiconductor ETF and the 3x leveraged semiconductor ETF are highly correlated, as are the total world stock ETF and the 3x leveraged US index ETF. This makes sense: the pairs track similar underlying markets, but one member in each pair amplifies moves. High correlation within these pairs means that when one is down, the other is usually down as well, sometimes more. As a result, the leveraged positions do not add much diversification; they mainly magnify the same underlying patterns already present.

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 risk‑return chart shows the current portfolio sitting below the efficient frontier. The efficient frontier represents the best possible return for each risk level, using only the current building blocks but with different weightings. A Sharpe ratio—return minus cash rate, divided by volatility—of 0.78 for the current mix is lower than both the optimal Sharpe portfolio at 1.27 and even the minimum variance option at 1.02. Being 7.31 percentage points below the frontier at the same risk level indicates the existing holdings could be combined in alternative proportions to get a better balance between returns and volatility without adding new assets.

Dividends Info

  • VanEck Semiconductor ETF 0.20%
  • Direxion Daily Semiconductor Bull 3X Shares 0.10%
  • ProShares UltraPro QQQ 0.50%
  • ProShares UltraPro S&P500 0.80%
  • Vanguard Total World Stock Index Fund ETF Shares 1.70%
  • Weighted yield (per year) 1.03%

The overall dividend yield of about 1.03% is modest, with the global equity ETF contributing the highest yield at 1.70%, while the leveraged and semiconductor funds yield very little. Dividend yield is the annual cash payout as a percentage of price, like rent from owning shares. In this portfolio, total return has historically come far more from price appreciation than from income, which is common for growth‑oriented and leveraged strategies. This also means portfolio cash flows are relatively low and less likely to cushion declines during market stress. The income profile aligns with the strong growth orientation observed in other parts of the analysis.

Ongoing product costs Info

  • SPDR® Gold Shares 0.40%
  • VanEck Semiconductor ETF 0.35%
  • Direxion Daily Semiconductor Bull 3X Shares 0.76%
  • ProShares UltraPro QQQ 0.88%
  • ProShares UltraPro S&P500 0.92%
  • Vanguard Total World Stock Index Fund ETF Shares 0.07%
  • Weighted costs total (per year) 0.37%

The weighted average ongoing fund cost (TER) of 0.37% per year is moderate given the mix of specialized and leveraged ETFs. The broad world ETF is very cheap at 0.07%, while the leveraged and niche semiconductor funds sit between 0.35% and 0.92%. TER is like a small annual “service fee” baked into each fund’s price, reducing returns slightly over time. For this type of strategy, the overall cost level is reasonable and not excessive, especially considering the complexity of the leveraged products. Keeping a significant portion in a low‑cost core ETF helps offset the higher expenses in the more specialized satellite holdings.

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