This portfolio has only about 1.3 years 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.
Get this analysis for your own portfolio Paste your holdings — the first report is free and takes about a minute. Analyze mine

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

Report created on Jun 10, 2025

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification
Curious how your own portfolio scores? Same analysis, your holdings. First report free — no card needed. Analyze mine

Positions

This portfolio is heavily weighted towards two ETFs, with a significant 80% allocation in Tidal Trust II and the remaining divided between YieldMax™ MSTR Option Income Strategy ETF and another 10% in Tidal Trust II, indicating a high concentration risk. The aggressive risk profile, underscored by a risk score of 6 out of 7, suggests this portfolio is designed for investors comfortable with significant volatility in pursuit of high returns. The single-focused diversification approach, with a low score of 1 out of 5, points to a concentrated strategy that might expose the portfolio to specific sectoral or market risks.

Growth Info

Historically, this portfolio has shown a remarkable Compound Annual Growth Rate (CAGR) of 22.85%. While impressive, the maximum drawdown of -29.01% highlights the portfolio's volatility, a common characteristic of aggressive investment strategies. The fact that 90% of returns came from only five days indicates high performance is heavily reliant on short-term gains, which may not be sustainable over the long term. Benchmarking these figures against industry standards for similar risk profiles could provide a clearer performance context.

Projection Info

Utilizing Monte Carlo simulations, which project future portfolio performance based on historical data, this portfolio shows a wide range of outcomes with a median increase of 46,823.5%. However, it's crucial to remember that such projections, while useful for planning, are speculative and depend heavily on past market behaviors, which are not reliable predictors of future performance.

Asset classes Info

  • Stocks
    66%
  • Cash
    25%
  • Bonds
    9%

The portfolio's asset class distribution includes 66% stocks, 25% cash, and 9% bonds. This allocation aligns with its aggressive profile, favoring stocks for growth while maintaining a significant cash position for potential opportunities or as a buffer against volatility. The minimal bond holding suggests a low preference for income or stability compared to growth.

Sectors Info

  • Technology
    42%
  • Financials
    13%
  • Utilities
    8%
  • Consumer Discretionary
    6%
  • Telecommunications
    4%
  • Consumer Staples
    3%
  • Industrials
    3%

With a 42% allocation in technology, followed by financial services and utilities, the sectoral distribution underscores a strong belief in tech-driven growth. However, such concentration increases susceptibility to sector-specific downturns. Broadening exposure to include underrepresented or absent sectors like healthcare, real estate, and energy could enhance diversification and reduce risk.

Regions Info

  • North America
    80%

The geographic allocation is heavily skewed towards North America (80%), with no exposure to other regions. This concentration risks magnifying the impact of regional economic downturns. Diversifying geographically, especially into emerging markets or developed European economies, could potentially spread risk and tap into global growth opportunities.

Market capitalization Info

  • Mid-cap
    23%
  • Small-cap
    21%
  • Large-cap
    10%
  • Mega-cap
    10%
  • Micro-cap
    3%

The market capitalization exposure shows a balanced mix between medium, small, big, and mega-cap companies, with a slight tilt towards smaller companies. This mix supports the portfolio's growth orientation but also introduces higher volatility and risk. Including more mega-cap companies could provide stability without significantly compromising growth potential.

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.

Open the Portfolio Builder Reshape your holdings and watch every metric recalculate live. Try it

Considering the Efficient Frontier, this portfolio might not be optimized for the best risk-return ratio due to its high concentration and aggressive stance. Exploring diversification opportunities and adjusting asset allocations could improve the portfolio's position on the Efficient Frontier, potentially offering better returns for the same or lower level of risk.

Dividends Info

  • YieldMax™ MSTR Option Income Strategy ETF 135.20%
  • Tidal Trust II 145.70%
  • Weighted yield (per year) 139.25%

The reported dividend yields are exceptionally high, which seems unrealistic and may indicate a data error. Typically, high-growth ETFs, especially those focused on technology, offer modest dividends as they reinvest earnings to fuel growth. Clarifying these figures would be essential for accurate income projections.

Ongoing product costs Info

  • YieldMax™ MSTR Option Income Strategy ETF 0.99%
  • Tidal Trust II 1.14%
  • Weighted costs total (per year) 1.11%

The total expense ratio (TER) averages 1.11%, which is on the higher end for ETFs. While high fees can erode long-term returns, they may be justified by superior management or unique strategy. However, investors should continually assess whether the performance justifies the costs, considering lower-cost alternatives if necessary.

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