This portfolio has only about 11 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.

Concentrated aggressive growth portfolio with strong quality tilt and very short performance history

Report created on May 7, 2026

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio is a tight collection of 11 individual stocks, with no funds or bonds and no cash allocation shown. The three biggest positions alone make up nearly half of the total weight, so the structure is clearly concentrated rather than broad. Everything is run as a buy‑and‑hold mix with no assumed rebalancing, which means the weights can drift as winners grow or laggards shrink. This kind of setup matters because a few names can end up driving most of the overall result. With only about 11 months of data, though, it’s hard to say whether today’s concentration pattern reflects a lasting approach or just the early phase of the portfolio’s life.

Growth Info

Over the short 11‑month window, the portfolio’s hypothetical $1,000 grew to about $1,572, a very strong outcome versus both the US and global market benchmarks. The reported CAGR, or compound annual growth rate, is almost 65%, far above the roughly 25% benchmark CAGRs, but such figures over less than a year can be heavily distorted by starting and ending dates. Max drawdown, meaning the largest peak‑to‑trough decline, reached about ‑18%, roughly double benchmark drawdowns, and has not yet been fully recovered. Only seven trading days account for 90% of total gains, showing that performance has been driven by a few big moves rather than a smooth climb.

Projection Info

The forward projection uses Monte Carlo simulation, which basically takes the short history of returns, scrambles and re‑samples them many times, and builds thousands of possible 15‑year paths. From that, the median scenario takes $1,000 to about $2,856, with a wide “likely” range from roughly $1,855 to $4,452 and an even wider possible band between about $1,023 and $7,860. The average simulated annual return of about 8.4% is much lower than the recent 11‑month CAGR, reminding that extremely strong bursts rarely persist unchanged. Because the input data covers less than a year, these simulations are more like rough illustrations of risk and variability than reliable long‑term forecasts.

Asset classes Info

  • Stocks
    100%

All of the portfolio is invested in stocks, with 0% in bonds, cash, or alternative asset classes. That pure‑equity stance fits the aggressive risk label and explains the higher volatility relative to broad benchmarks. Asset class diversification is therefore limited: there’s no built‑in cushion from traditionally steadier assets that might hold up better in market stress. From an educational angle, this shows how asset classes set the baseline risk; if everything is in one bucket, short‑term ups and downs can be larger. The diversification score of 3/5 reflects that, even though there are several stocks, they’re all in the same high‑risk asset class and can move together when markets swing.

Sectors Info

  • Technology
    26%
  • Telecommunications
    18%
  • Consumer Discretionary
    17%
  • Health Care
    17%
  • Financials
    15%
  • Energy
    4%
  • Real Estate
    3%

Sector exposure is spread across technology, telecommunications, consumer discretionary, health care, financials, energy, and real estate, with technology showing the largest share at 26%. That’s more concentrated in higher‑growth, often more volatile business areas than a broad market index, which usually has bigger weights in more defensive segments like staples or utilities. Telecommunications and consumer‑oriented businesses also take meaningful chunks, while energy and real estate are small slices. This mix tends to be sensitive to economic growth, interest‑rate expectations, and innovation cycles. Over an 11‑month period, sector leadership can shift quickly, so today’s winners may not reflect how these sectors behave over longer market cycles.

Regions Info

  • North America
    80%
  • Asia Emerging
    16%
  • Asia Developed
    4%

Geographically, about 80% of the portfolio is tied to North America, with the rest in emerging and developed Asia. Compared with a global equity benchmark, this is a noticeable home‑region tilt: North America is important globally, but it does not normally dominate to this degree. The exposure to Asia, especially emerging markets, adds some geographic variety and access to different growth drivers and currencies. However, the overall picture still leans heavily on one region’s economic, political, and regulatory environment. Because the history is under a year, the impact of this regional mix on returns and drawdowns has only been tested through a limited set of conditions, not a full cycle.

Market capitalization Info

  • Mega-cap
    61%
  • Large-cap
    39%

The portfolio is split between mega‑cap and large‑cap stocks, with no mid‑caps or small‑caps in the breakdown. Mega‑caps, which are the largest publicly traded companies, make up about 61%, while the remaining 39% is in other large names. This is actually similar to many broad equity benchmarks that are naturally dominated by the biggest firms. Larger companies can sometimes offer more stable earnings and deeper liquidity than small‑caps, but they’re still fully exposed to equity market swings. With such a short data period, it’s not yet clear how this large‑cap tilt might behave relative to smaller companies across different economic environments, like recessions or strong recoveries.

Factors Info

Value
Preference for undervalued stocks
Low
Data availability: 100%
Size
Exposure to smaller companies
Very low
Data availability: 100%
Momentum
Exposure to recently outperforming stocks
Neutral
Data availability: 100%
Quality
Preference for financially healthy companies
Very high
Data availability: 100%
Yield
Preference for dividend-paying stocks
Low
Data availability: 46%
Low Volatility
Preference for stable, lower-risk stocks
Low
Data availability: 94%

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 a very high tilt toward quality and a very low tilt toward size, with other factors closer to neutral or mildly underweighted. “Quality” here refers to characteristics like strong profitability, stable earnings, and solid balance sheets, which research has linked to more resilient performance over time. A very high quality tilt suggests many holdings share these traits. The very low size exposure means the portfolio leans away from smaller companies and toward larger ones, aligning with the mega‑/large‑cap mix. Factor investing views these attributes as underlying “ingredients” of returns, but with less than a year of data, it’s too early to judge how stable these factor tilts will remain.

Risk contribution Info

  • Circle Internet Group, Inc.
    Weight: 6.50%
    31.6%
  • Robinhood Markets Inc
    Weight: 8.20%
    14.3%
  • Taiwan Semiconductor Manufacturing
    Weight: 16.00%
    12.2%
  • Alphabet Inc Class A
    Weight: 18.40%
    10.5%
  • Palantir Technologies Inc.
    Weight: 9.80%
    10.1%
  • Top 5 risk contribution 78.6%

Risk contribution, which measures how much each holding adds to the portfolio’s overall ups and downs, is quite uneven here. Circle Internet Group stands out: despite being only 6.5% of the weight, it contributes over 31% of total risk, meaning its price swings have a big impact relative to its size. Robinhood and Palantir also contribute more risk than their weights would suggest, while large positions like Alphabet and Taiwan Semiconductor contribute less risk per unit of weight. The top three contributors account for about 58% of risk, even though they don’t make up 58% of the assets. Over such a short history, these numbers may be noisy, but they still highlight where volatility is currently concentrated.

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 risk–return chart plots the current portfolio against the efficient frontier, which shows the best return historically achievable for each risk level using just these holdings with different weights. Here, the current mix sits notably below the frontier at its risk level, with a Sharpe ratio—a measure of return per unit of risk—of 1.9 versus 3.61 for the optimal mix. That gap suggests that, based on the short history, different weightings of the same stocks could have delivered higher risk‑adjusted returns or similar returns with less volatility. Because these calculations rely on less than a year of data, they’re more indicative than definitive, but they do show that the present allocation isn’t the most efficient combination observed.

Dividends Info

  • Alibaba Group Holding Ltd 1.40%
  • Cameco Corp 0.10%
  • Digital Realty Trust Inc 2.50%
  • Alphabet Inc Class A 0.20%
  • Taiwan Semiconductor Manufacturing 0.70%
  • Weighted yield (per year) 0.30%

Dividend yield for the overall portfolio is quite low at around 0.3%, reflecting a growth‑tilted set of holdings where most companies reinvest profits rather than pay them out. Only a few positions offer notable yields, with Digital Realty Trust standing out modestly relative to the rest. Dividends can be an important part of total return over long periods, especially when reinvested, but in this case they are a small fraction of the portfolio’s recent performance. Over an 11‑month window, dividend history doesn’t tell much about long‑term income patterns, yet it does highlight that the main driver here is expected capital appreciation rather than ongoing cash payouts.

What next?

Ready to invest in this portfolio?

Select a broker that fits your needs and watch for low fees to maximize your returns.

Select broker

Create your own report?

Analyze your portfolio

Join our community!

Join Discord

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.

Instrument logos provided by Elbstream.

Help us improve Insightfolio

Your feedback makes a difference! Share your thoughts in our quick survey. Take the survey