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High growth focused stock portfolio with leveraged tilt and strong historic gains but deep drawdowns

Report created on Jun 21, 2026

Risk profile Info

7/7
Speculative
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

This portfolio is made up entirely of equity ETFs, with a strong growth flavor and one leveraged position. About one fifth sits in a 3x leveraged tech-heavy ETF, while the rest is spread across broad global stocks, US mid caps, international stocks, US dividends, US large growth, and an S&P 500 tracker. So on paper it looks diversified across many funds, but the overall exposure is still very equity-heavy and growth-leaning. This structure matters because stocks, especially leveraged and growth-oriented ones, tend to swing more than bonds or cash. The combination of broad index funds plus a leveraged slice creates a portfolio that can move quickly in both directions.

Growth Info

Historically, this portfolio turned $1,000 into about $11,253 over the period, a compound annual growth rate (CAGR) of 27.54%. CAGR is like your average speed on a road trip, smoothing out all the bumps. That’s far ahead of both the US market at 15.49% and the global market at 12.79%. The trade-off was a very sharp max drawdown of about -64%, nearly double the market’s worst fall. It also needed 21 months to recover after the 2022 trough. Only 36 days made up 90% of total returns, showing performance was driven by a small number of very strong days.

Projection Info

The Monte Carlo projection uses past volatility and relationships between the holdings to simulate many possible 15‑year paths for a $1,000 investment. Think of it as rolling the dice 1,000 times with probabilities based on history, not guesses. The median outcome lands around $2,736, with most results between roughly $1,800 and $4,300, and extreme cases stretching from about $1,000 to just over $8,000. The average of all simulations implies an annual return around 8.27%, well below the historical 27.54%. This gap highlights that past performance, especially from a strong decade, can overstate what is realistic going forward.

Asset classes Info

  • Stocks
    90%
  • No data
    10%

On the asset-class view, about 90% of the portfolio is clearly classified as stocks, with 10% sitting in a “no data” bucket. The key takeaway is that this is overwhelmingly an equity portfolio, with no meaningful offset from bonds, cash, or other defensive assets in the reported data. Asset class mix drives a big part of long‑term risk: stocks usually grow more than bonds over time but experience larger and more frequent drawdowns. Here the high stock weight, combined with leverage in one fund, supports strong growth potential but also leaves the portfolio very exposed to equity market downturns.

Sectors Info

  • Technology
    29%
  • Financials
    10%
  • Industrials
    9%
  • Consumer Discretionary
    9%
  • Telecommunications
    8%
  • Health Care
    7%
  • Consumer Staples
    6%
  • Energy
    5%
  • Basic Materials
    3%
  • Utilities
    3%
  • Real Estate
    2%

Sector exposure is fairly broad, but with a clear tilt toward technology at 29% of the equity slice. Financials, industrials, consumer discretionary, telecoms, and health care each hold mid‑single to low‑double‑digit weights, while more defensive areas like consumer staples, utilities, and real estate are smaller. Compared with typical global benchmarks, this mix is somewhat more growth and tech oriented. That matters because tech-heavy allocations often benefit strongly in low-rate, growth-friendly environments but can be more sensitive when interest rates rise or when investors rotate toward more defensive or value‑oriented sectors.

Regions Info

  • North America
    69%
  • Europe Developed
    8%
  • Asia Developed
    4%
  • Japan
    3%
  • Asia Emerging
    3%
  • Australasia
    1%
  • Africa/Middle East
    1%
  • Latin America
    1%

Geographically, about 69% of the portfolio is in North America, with most of the rest spread across developed Europe, Japan, developed Asia, and a modest slice in emerging regions. Global indices often have a similar but slightly lower US tilt, so this portfolio leans a bit more toward North America than a pure world-weighted approach. This alignment with major benchmarks is generally positive for diversification, as it keeps exposure to many global economies and currencies. At the same time, the strong North American focus means portfolio performance will still be heavily linked to US market cycles and policy changes.

Market capitalization Info

  • Mega-cap
    26%
  • Large-cap
    24%
  • Mid-cap
    24%
  • Small-cap
    2%

Some holdings may not have full classification data available. Percentages may not add up to 100%.

By market capitalization, the portfolio spreads fairly evenly between mega caps (26%), large caps (24%), and mid caps (24%), with only a small slice in small caps. This is closer to a “core plus mid-cap” blend rather than an extreme big‑tech concentration or an aggressive small‑cap tilt. Market cap exposure matters because mega and large caps tend to be more stable and widely followed, while mid caps can offer higher growth with somewhat higher volatility. This mix suggests a balanced exposure across company sizes, which supports diversification across different business stages and risk profiles within the equity universe.

True holdings Info

  • NVIDIA Corporation
    3.32%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • Schwab U.S. Large-Cap Growth ETF
    • State Street® SPDR® Portfolio S&P 500® ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Apple Inc
    2.92%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • Schwab U.S. Large-Cap Growth ETF
    • State Street® SPDR® Portfolio S&P 500® ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Microsoft Corporation
    2.06%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • Schwab U.S. Large-Cap Growth ETF
    • State Street® SPDR® Portfolio S&P 500® ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Amazon.com Inc
    1.68%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • Schwab U.S. Large-Cap Growth ETF
    • State Street® SPDR® Portfolio S&P 500® ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Alphabet Inc Class A
    1.43%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • Schwab U.S. Large-Cap Growth ETF
    • State Street® SPDR® Portfolio S&P 500® ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Broadcom Inc
    1.30%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • Schwab U.S. Large-Cap Growth ETF
    • State Street® SPDR® Portfolio S&P 500® ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Alphabet Inc Class C
    1.17%
    Part of fund(s):
    • ProShares UltraPro QQQ
    • Schwab U.S. Large-Cap Growth ETF
    • State Street® SPDR® Portfolio S&P 500® ETF
    • 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
    • Schwab U.S. Large-Cap Growth ETF
    • State Street® SPDR® Portfolio S&P 500® ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Taiwan Semiconductor Manufacturing Co. Ltd.
    0.90%
    Part of fund(s):
    • Vanguard Total International Stock Index Fund ETF Shares
    • Vanguard Total World Stock Index Fund ETF Shares
  • Meta Platforms Inc.
    0.77%
    Part of fund(s):
    • Schwab U.S. Large-Cap Growth ETF
    • State Street® SPDR® Portfolio S&P 500® ETF
    • Vanguard Total World Stock Index Fund ETF Shares
  • Top 10 total 16.55%

The look‑through data, even limited to ETF top‑10 holdings, shows meaningful concentration in a handful of large tech and tech‑adjacent names. Companies like NVIDIA, Apple, Microsoft, Amazon, Alphabet, Broadcom, Tesla, TSMC, and Meta together make up a notable slice of the portfolio. Several appear in multiple ETFs, creating hidden overlap that is not obvious from the ETF list alone. Overlap matters because owning the same company through different funds doesn’t diversify that specific risk. Since only top‑10 positions are visible, the true overlap is likely higher, but even this partial view already signals a strong big‑tech influence.

Factors Info

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

Factor exposures across value, size, momentum, quality, yield, and low volatility all sit in the neutral band, clustered around the 40–55% range. Factor exposure is basically how much the portfolio leans into traits like “cheap vs. expensive” (value) or “steady vs. jumpy” (low volatility), which research links to long‑term returns. A neutral profile means the portfolio’s underlying characteristics broadly resemble the wider market, rather than deliberately targeting one specific factor. This well‑balanced factor mix can be helpful because performance is less tied to any single style winning or losing, and more to general equity market behavior.

Risk contribution Info

  • ProShares UltraPro QQQ
    Weight: 20.00%
    48.9%
  • Vanguard Total World Stock Index Fund ETF Shares
    Weight: 20.00%
    12.7%
  • Vanguard Mid-Cap Index Fund ETF Shares
    Weight: 15.00%
    10.0%
  • Vanguard Total International Stock Index Fund ETF Shares
    Weight: 15.00%
    8.5%
  • Schwab U.S. Large-Cap Growth ETF
    Weight: 10.00%
    8.0%
  • Top 5 risk contribution 88.2%

Risk contribution shows how much each holding drives the portfolio’s overall ups and downs, which can differ a lot from its weight. Here, the 20% position in the leveraged ProShares UltraPro QQQ contributes nearly 49% of total risk, more than double its size. By contrast, similarly sized non‑leveraged funds like the Vanguard world ETF contribute much less risk relative to their weight. The top three holdings together explain about 72% of portfolio risk. This pattern highlights that position sizing plus volatility matters: a single leveraged sleeve can dominate the risk picture even in a portfolio that looks diversified by number of funds.

Redundant positions Info

  • Vanguard Total World Stock Index Fund ETF Shares
    State Street® SPDR® Portfolio S&P 500® ETF
    ProShares UltraPro QQQ
    Vanguard Mid-Cap Index Fund ETF Shares
    Schwab U.S. Large-Cap Growth ETF
    High correlation

The correlation data shows several pairs of ETFs moving very closely together, especially among the US large‑cap and global funds. Correlation measures how similarly two investments move; highly correlated assets tend to rise and fall at the same time, which reduces the diversification benefit between them. For example, the US large‑cap growth ETF is highly correlated both with the leveraged tech ETF and the S&P 500 tracker, while the Vanguard world ETF tracks closely with both US and mid‑cap exposures. So although there are many tickers here, a good chunk of the portfolio is riding on the same broad equity market trends.

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.

On the risk‑return chart, the current portfolio sits below the efficient frontier by about 1.6 percentage points at its risk level. The efficient frontier is the curve that shows the best possible return for each level of risk using only these existing holdings but with different weights. The current Sharpe ratio, a measure of return per unit of risk, is 0.72, while the maximum achievable from these ETFs is higher at 0.89. Interestingly, the “optimal” portfolio in this set has much higher risk and return, while the minimum‑variance mix has lower risk and slightly lower Sharpe than current, showing a spectrum of possible trade‑offs.

Dividends Info

  • Schwab U.S. Dividend Equity ETF 3.30%
  • Schwab U.S. Large-Cap Growth ETF 0.40%
  • ProShares UltraPro QQQ 0.40%
  • Vanguard Mid-Cap Index Fund ETF Shares 1.40%
  • Vanguard Total World Stock Index Fund ETF Shares 1.20%
  • Vanguard Total International Stock Index Fund ETF Shares 2.10%
  • State Street® SPDR® Portfolio S&P 500® ETF 1.30%
  • Weighted yield (per year) 1.34%

The portfolio’s overall dividend yield sits around 1.34%, mainly driven by the dedicated US dividend ETF, which yields about 3.3%. Several growth‑oriented funds and the leveraged ETF have much lower yields, closer to 0.4%, reflecting a stronger focus on price appreciation over income. Dividends can provide a smoother, more predictable component of total return, but in this case they are a secondary feature rather than a central driver. For an equity‑heavy, growth‑tilted mix like this, the main story historically has been capital gains, with dividends playing a modest supporting role instead of being a core part of the portfolio’s behavior.

Ongoing product costs Info

  • Schwab U.S. Dividend Equity ETF 0.06%
  • Schwab U.S. Large-Cap Growth ETF 0.04%
  • ProShares UltraPro QQQ 0.88%
  • Vanguard Mid-Cap Index Fund ETF Shares 0.04%
  • Vanguard Total World Stock Index Fund ETF Shares 0.07%
  • Vanguard Total International Stock Index Fund ETF Shares 0.05%
  • Weighted costs total (per year) 0.21%

Total ongoing costs for the portfolio, measured by the weighted average TER of about 0.21%, are relatively low, especially given the presence of one higher‑fee leveraged ETF. Most of the core index funds charge between 0.04% and 0.07%, which is very competitive and aligns well with best‑in‑class passive strategies. The leveraged ETF at 0.88% is significantly more expensive, but its smaller weight keeps overall costs contained. Low fees matter because they come off returns every year, and even small differences compound over time. Here, the cost structure is a clear strength and supports better long‑term net outcomes.

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