A high-growth potential portfolio with an aggressive stance and a focus on US equities

Report created on Nov 14, 2025

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

5/5
Highly Diversified
Less diversification More diversification

Positions

This portfolio is characterized by a heavy emphasis on US equities, primarily through ETFs that target the S&P 500, Dow Jones, and NASDAQ, alongside a notable allocation in international stocks. The use of leveraged ETFs (ProShares UltraPro series) accentuates its aggressive growth orientation but also increases its risk profile. The diversification across sectors and geographies is commendable, though the concentration in technology and financial services sectors suggests a tilt towards high volatility areas.

Growth Info

Historically, the portfolio has shown impressive growth with a Compound Annual Growth Rate (CAGR) of 22.18%. However, the maximum drawdown of -56.29% indicates significant volatility, consistent with the aggressive risk profile. Days contributing to 90% of returns being limited to 29 suggests performance is highly dependent on specific, short-term market movements, underscoring the portfolio's speculative nature.

Projection Info

Monte Carlo simulations project a wide range of outcomes, reflecting the portfolio's high-risk, high-reward setup. With a median projected increase of 1,853.8% but a 5th percentile outcome of -6.5%, investors should be prepared for substantial fluctuations. The high annualized return from simulations (37.82%) further highlights potential rewards, albeit with considerable risk.

Asset classes Info

  • Stocks
    89%
  • Cash
    11%

The asset class distribution, with a dominant 89% in stocks, aligns with the portfolio's aggressive stance. The 11% allocation to cash provides some liquidity but little buffer against stock market volatility. This high equity exposure is suitable for achieving growth but requires a tolerance for significant market swings.

Sectors Info

  • Technology
    32%
  • Financials
    15%
  • Consumer Discretionary
    11%
  • Industrials
    9%
  • Telecommunications
    9%
  • Health Care
    9%
  • Consumer Staples
    5%
  • Basic Materials
    3%
  • Energy
    3%
  • Utilities
    2%
  • Real Estate
    2%

Sector allocation reveals a strong preference for technology and financial services, sectors known for their high growth potential but also for their susceptibility to market sentiment shifts. The presence in consumer cyclicals, industrials, and healthcare offers some diversification, yet the heavy tech focus could expose the portfolio to sector-specific downturns.

Regions Info

  • North America
    81%
  • Europe Developed
    8%
  • Asia Emerging
    3%
  • Japan
    3%
  • Asia Developed
    2%
  • Australasia
    1%
  • Africa/Middle East
    1%

Geographically, the portfolio is heavily weighted towards North America, with modest exposure to developed Europe and emerging Asian markets. This concentration in developed markets, particularly the US, may limit global diversification benefits but aligns with the portfolio's growth-oriented strategy.

Market capitalization Info

  • Mega-cap
    38%
  • Large-cap
    31%
  • Mid-cap
    14%
  • Small-cap
    1%

The focus on mega and big-cap stocks (69% combined) suggests a preference for established, large companies, likely to reduce volatility compared to smaller caps. However, the inclusion of medium, small, and micro caps, although limited, introduces additional growth opportunities and risk.

Redundant positions Info

  • Vanguard S&P 500 ETF
    ProShares UltraPro S&P500
    High correlation

The high correlation between the Vanguard S&P 500 ETF and the ProShares UltraPro S&P500 indicates redundancy, as both target similar market segments but with different leverage. This overlap does not contribute to diversification and could amplify losses during market downturns.

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 presence of highly correlated assets suggests an opportunity to optimize the portfolio by reducing overlap, thus potentially enhancing diversification without sacrificing expected returns. Leveraging the Efficient Frontier concept could help in reallocating investments to achieve a more favorable risk-return profile, considering the aggressive growth objectives.

Dividends Info

  • ProShares UltraPro QQQ 0.80%
  • ProShares UltraPro Dow30 1.20%
  • ProShares UltraPro S&P500 0.80%
  • Vanguard S&P 500 ETF 1.10%
  • Vanguard Total International Stock Index Fund ETF Shares 2.70%
  • Weighted yield (per year) 1.37%

The portfolio's dividend yield of 1.37% provides a modest income stream, which is reasonable given the growth-focused strategy. However, the varying yields across ETFs, from 0.80% to 2.70%, highlight differences in income generation potential, with the international ETF offering a higher yield, contributing to the portfolio's overall return.

Ongoing product costs Info

  • ProShares UltraPro QQQ 0.88%
  • ProShares UltraPro Dow30 0.95%
  • ProShares UltraPro S&P500 0.92%
  • Vanguard S&P 500 ETF 0.03%
  • Vanguard Total International Stock Index Fund ETF Shares 0.05%
  • Weighted costs total (per year) 0.30%

Portfolio costs are relatively low, with a Total Expense Ratio (TER) of 0.30%, a positive aspect for long-term growth. However, the higher costs associated with the leveraged ETFs (ranging from 0.88% to 0.95%) compared to the Vanguard ETFs (0.03% to 0.05%) should be noted, as they can erode returns over time.

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