A balanced and broadly diversified portfolio with a strong focus on technology and blockchain

Report created on Aug 29, 2025

Risk profile Info

4/7
Balanced
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

The portfolio showcases a strategic allocation across varied asset classes and sectors, with a significant emphasis on technology through its investments in ETFs like the Vanguard S&P 500 UCITS and Invesco EQQQ NASDAQ-100 UCITS. The inclusion of the iShares Physical Gold ETC adds a layer of diversification, serving as a hedge against inflation and market volatility. The Invesco CoinShares Global Blockchain UCITS ETF introduces a niche but potentially high-growth area, reflecting a forward-looking approach. The Vanguard FTSE Emerging Markets and All-World UCITS ETFs broaden the geographic exposure, contributing to the portfolio's diversification.

Growth Info

Historical performance, with a Compound Annual Growth Rate (CAGR) of 15.75%, indicates strong past returns, significantly buoyed by the tech-heavy components. The maximum drawdown of -21.98% suggests moderate risk, aligning with the portfolio's balanced profile. It's important to remember, though, that past performance isn't always indicative of future results, and high returns often come with increased risk.

Projection Info

Monte Carlo simulations, which use historical data to generate a range of possible future outcomes, project an annualized return of 17.02% across simulations. While these projections offer a glimpse into potential future performance, they carry limitations and uncertainties, especially in volatile sectors like technology and blockchain.

Asset classes Info

  • Stocks
    82%
  • Other
    18%

The portfolio's asset allocation leans heavily towards stocks (82%), with a considerable portion in 'Other' (18%), primarily gold. This composition underscores a growth-oriented strategy with a protective hedge against market downturns. Diversifying further into other asset classes could provide additional stability and risk mitigation.

Sectors Info

  • Technology
    27%
  • Financials
    18%
  • Consumer Discretionary
    9%
  • Telecommunications
    8%
  • Industrials
    5%
  • Health Care
    5%
  • Consumer Staples
    4%
  • Energy
    2%
  • Utilities
    2%
  • Basic Materials
    2%
  • Real Estate
    1%

Sectoral allocation reveals a heavy tilt towards technology (27%) and financial services (18%), reflecting a bet on digital and financial innovation. While this concentration may offer high growth potential, it also exposes the portfolio to sector-specific risks. Broadening the sectoral spread could help in cushioning against volatility in these sectors.

Regions Info

  • North America
    62%
  • Asia Emerging
    7%
  • Japan
    4%
  • Asia Developed
    3%
  • Europe Developed
    3%
  • Latin America
    2%
  • Africa/Middle East
    1%
  • Australasia
    1%

Geographic distribution is heavily weighted towards North America (62%), with emerging markets and other global exposures providing international diversification. This geographic spread is beneficial for tapping into the growth potential of various regions while mitigating risks associated with any single market.

Market capitalization Info

  • Mega-cap
    37%
  • Large-cap
    27%
  • No data
    18%
  • Mid-cap
    13%
  • Small-cap
    3%
  • Micro-cap
    2%

The portfolio's emphasis on mega (37%) and big (27%) cap stocks suggests a preference for established, large companies, likely contributing to its robust historical performance. However, incorporating more medium to small-cap stocks could enhance potential for growth and diversification.

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, the portfolio appears well-positioned for a balanced risk-return profile. However, there's always room for optimization, such as adjusting allocations based on changing market conditions or personal risk tolerance. Regularly reviewing and rebalancing can help maintain an optimal risk-return balance.

Ongoing product costs Info

  • Invesco CoinShares Global Blockchain UCITS ETF GBP 0.65%
  • Invesco EQQQ NASDAQ-100 UCITS ETF 0.35%
  • iShares Physical Gold ETC 0.25%
  • Vanguard S&P 500 UCITS Acc 0.07%
  • Vanguard FTSE All-World UCITS ETF USD Accumulation 0.22%
  • Weighted costs total (per year) 0.23%

The portfolio's average Total Expense Ratio (TER) of 0.23% is impressively low, enhancing net returns. The Invesco CoinShares Global Blockchain UCITS ETF has the highest individual cost, but its potential for high returns may justify the expense. Continuously monitoring costs remains crucial for maintaining efficiency.

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