This portfolio has only about 10 months 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 growth-focused portfolio blending traditional equities with digital assets for diversified exposure

Report created on Aug 9, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

The portfolio is structured to capitalize on growth opportunities across a variety of sectors and geographies, with a heavy emphasis on stocks (89%) and a notable allocation to digital assets (10%). The substantial weight in the SPDR® Portfolio S&P 500 ETF suggests a strong foundation in large-cap U.S. equities, while the Avantis® International Small Cap Value ETF and Select STOXX Europe Aerospace & Defense ETF introduce international diversification and sector-specific exposure. The inclusion of the Fidelity Wise Origin Bitcoin Trust indicates an appetite for higher-risk, potentially higher-reward investments.

Growth Info

Historically, the portfolio has demonstrated impressive growth, with a Compound Annual Growth Rate (CAGR) of 31.86%. However, it's worth noting the significant drawdown of -13.99%, which underscores the portfolio's risk level. The days contributing to 90% of returns being limited to just 8.0 highlights the potential volatility and the importance of timing in this investment strategy. Comparing these figures to benchmarks would help in evaluating performance relative to broader market movements.

Projection Info

Monte Carlo simulations project a wide range of outcomes, emphasizing the portfolio's growth potential and risk. With all simulations showing positive returns and a median projected increase of 57,580.1%, the forward-looking outlook is optimistic. However, the reliance on historical data in these simulations means they cannot account for unforeseen market shifts or unique future events, making it crucial to view these projections as one of many tools in decision-making.

Asset classes Info

  • Stocks
    89%
  • Other
    10%
  • Cash
    1%

The portfolio's allocation across asset classes is strategically balanced for growth, with a dominant position in stocks for capital appreciation and a smaller, speculative position in digital assets for potential high returns. The minimal cash holding facilitates liquidity without detracting significantly from growth potential. This mix aligns with the growth profile but may benefit from reviewing the balance to ensure it meets risk tolerance and investment horizon.

Sectors Info

  • Industrials
    21%
  • Technology
    19%
  • Financials
    12%
  • Consumer Discretionary
    10%
  • Basic Materials
    6%
  • Telecommunications
    5%
  • Health Care
    5%
  • Energy
    4%
  • Consumer Staples
    4%
  • Utilities
    2%
  • Real Estate
    1%

Sectoral allocation shows a diversified approach, with industrials, technology, and financial services leading. This diversification can mitigate sector-specific risks, though the technology and industrials sectors may introduce volatility. The portfolio's sector balance reflects a growth-oriented strategy but warrants periodic review to adapt to changing market conditions and sector performances.

Regions Info

  • North America
    53%
  • Europe Developed
    21%
  • Japan
    10%
  • Australasia
    3%
  • Africa/Middle East
    2%
  • Asia Developed
    1%

Geographic exposure is broadly diversified, with over half allocated to North America and significant positions in developed European and Japanese markets. This distribution supports risk management by spreading exposure across different economic environments. However, the lack of emerging markets exposure may limit potential high-growth opportunities, suggesting a possible area for diversification enhancement.

Market capitalization Info

  • Mega-cap
    31%
  • Mid-cap
    24%
  • Large-cap
    19%
  • Small-cap
    12%
  • Micro-cap
    1%

The market capitalization breakdown reveals a balanced approach, with allocations across mega, medium, big, and small caps. This variety can enhance diversification benefits and offer a mix of stability and growth potential. However, the relatively lower exposure to micro-caps and the emphasis on larger companies align with the portfolio's growth but moderate risk profile.

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.

The portfolio's risk vs. return profile suggests a well-considered balance, potentially near the Efficient Frontier, indicating an optimized trade-off between risk and return based on historical data. However, investors should remember that optimization is dynamic; as market conditions evolve, so should the portfolio to maintain this balance. Continuous monitoring and adjustments are key to sustaining an optimal risk-return ratio.

Dividends Info

  • Avantis® International Small Cap Value ETF 3.70%
  • SPDR® Portfolio S&P 500 ETF 1.20%
  • Select STOXX Europe Aerospace & Defense ETF 0.10%
  • Weighted yield (per year) 1.72%

The portfolio's dividend yield, driven by the Avantis® International Small Cap Value ETF, adds an income component to the growth-focused strategy. While the overall yield is moderate, it contributes to total return and can provide a buffer in down markets. Considering the growth orientation, this yield level is appropriate, though investors might seek higher yields depending on their income needs and risk tolerance.

Ongoing product costs Info

  • Avantis® International Small Cap Value ETF 0.36%
  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • SPDR® Portfolio S&P 500 ETF 0.02%
  • Weighted costs total (per year) 0.14%

With an overall Total Expense Ratio (TER) of 0.14%, the portfolio is cost-efficient, particularly for its diversified and growth-oriented strategy. Lower costs can significantly impact long-term performance, making this an advantageous feature. Periodic cost reviews, especially in comparison to performance and similar investment options, remain essential for maintaining efficiency.

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