This portfolio has only about 1 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.
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Hyperactive AI chip casino wearing a thin diversification disguise

Report created on May 4, 2026

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio looks like someone started building a concentrated AI-and-chips shrine, then panicked and sprinkled in a few ETFs and random side quests. Nearly 10% in Microsoft and 7% in Alphabet set the tone: big, shiny, and very tied to the same broad tech narrative. Then you bolt on a pile of niche semis, space plays, speculative health names, and a couple of Avantis value funds like an afterthought to appease the diversification gods. The end result is less “well-constructed strategy” and more “everything I’m excited about plus some guilt ETFs.” It’s aggressive, loud, and very much betting that the same general story keeps winning.

Growth Info

The performance chart is basically a one-month meme: $1,000 turning into $1,224 with a 1,900% “CAGR” is mathematically correct and practically useless. That’s not a track record, that’s a sugar rush. With such a short window, max drawdown of -1.39% versus tiny benchmark dips tells you nothing about real pain, just that markets didn’t have time to throw a tantrum. Those nine days driving 90% of returns scream “fragile good luck.” Treat this entire history like a movie trailer: flashy, entertaining, and absolutely not a guarantee of what the full film looks like.

Projection Info

The Monte Carlo projection is trying its best with almost no history to lean on, so take every number with a shovel of salt. Monte Carlo basically runs thousands of “what if” paths based on past volatility and return patterns, which in this case are built on barely a month of data. So the median result of $2,738 after 15 years and a 72% chance of ending positive are more vibes than science. Past data is like yesterday’s weather — useful context, not prophecy — and here you’ve only got about 30 minutes of climate history pretending to be a forecast.

Asset classes Info

  • Stocks
    92%
  • No data
    5%
  • Other
    2%
  • Cash
    2%

Asset class “diversification” here is 92% stocks, a sprinkle of “Other,” 2% cash, and a mysterious “No data” bucket. That’s not really a mix; that’s an equity rocket with a few decorative stickers. The tiny cash position barely counts as a cushion — it’s more like loose change in the portfolio’s pocket. With virtually everything tied to equity markets, the portfolio lives and dies with stock sentiment. When stocks are partying, great. When they aren’t, nothing else here looks designed to step in and steady the ship. This is growth-first, stability-maybe-later territory.

Sectors Info

  • Technology
    49%
  • Telecommunications
    12%
  • Health Care
    9%
  • Consumer Discretionary
    8%
  • Industrials
    5%
  • Financials
    5%
  • Energy
    2%
  • Cash
    2%
  • Basic Materials
    1%

This breakdown covers the equity portion of your portfolio only.

Sector-wise, this is a tech obsession with a supporting cast pretending to matter. About half the portfolio is technology, then you’ve got telecom, health care, and consumer discretionary hanging around to make the pie chart look less embarrassing. But the real story is that the portfolio’s fate is glued to the same digital, chip-heavy, data-driven trends. If tech sneezes, this whole thing catches pneumonia. The other sectors are too small to do much more than dilute the headline percentage a bit. It’s a one-theme portfolio wearing a multi-sector costume for the analytics report.

Regions Info

  • North America
    74%
  • Europe Developed
    10%
  • Asia Emerging
    5%
  • Cash
    2%
  • Japan
    2%
  • Asia Developed
    1%

This breakdown covers the equity portion of your portfolio only.

Geographically, this is “USA and friends, mostly USA.” Roughly three-quarters in North America, then Europe and bits of Asia tossed in via a few positions and ETFs. It’s not pure home-country tunnel vision, but it’s close enough that global diversification is more cameo than core feature. The portfolio is basically saying the world’s growth engine lives in North America, and the rest is seasoning. That works beautifully when North America leads and not so beautifully when it lags. The non-US exposure is too light to really change the story if regional leadership flips for a while.

Market capitalization Info

  • Mega-cap
    47%
  • Large-cap
    27%
  • Small-cap
    8%
  • Mid-cap
    8%
  • Micro-cap
    3%

This breakdown covers the equity portion of your portfolio only.

The market cap mix screams “I love the giants but can’t resist a gamble.” Nearly half in mega-caps and another quarter in large-caps give it that big, liquid, household-name backbone. Then there’s a noticeable chunk in mid and small caps, plus a spicy 3% in micro-caps, which is where volatility goes to lift weights. Those tiny names can move like they’re on roller skates, and their impact will feel much bigger than their weight when they swing. The blend tilts more toward a barbell: boringly huge on one end, chaos gremlins on the other.

True holdings Info

  • Microsoft Corporation
    9.79%
  • Alphabet Inc Class C
    7.29%
  • Micron Technology Inc
    4.95%
  • Broadcom Inc
    4.00%
  • Hims Hers Health Inc
    3.92%
  • Marvell Technology Group Ltd
    3.15%
  • Nebius Group N.V.
    3.09%
  • Tower Semiconductor Ltd
    3.06%
  • Taiwan Semiconductor Manufacturing
    3.04%
  • NVIDIA Corporation
    2.91%
  • Top 10 total 45.20%

This breakdown covers the equity portion of your portfolio only.

The look-through holdings show that concentration risk isn’t just a feeling — it’s right there in the names. Microsoft, Alphabet, Micron, Broadcom, NVIDIA, TSMC, and friends dominate directly, with relatively little hidden overlap via ETFs so far, but that may be understated given only ETF top 10s are used. The fun part: names like AST SpaceMobile and Rocket Lab are doing double duty as both direct stocks and ETF components, so their true footprint is already bigger than it looks on the surface. When the same names show up in multiple wrappers, diversification becomes more of an illusion than a reality.

Factors Info

Value
Preference for undervalued stocks
Low
Data availability: 91%
Size
Exposure to smaller companies
Very low
Data availability: 92%
Momentum
Exposure to recently outperforming stocks
High
Data availability: 2%
Quality
Preference for financially healthy companies
High
Data availability: 83%
Yield
Preference for dividend-paying stocks
Low
Data availability: 62%
Low Volatility
Preference for stable, lower-risk stocks
Neutral
Data availability: 92%

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-wise, this thing is a momentum-and-quality junkie that wants nothing to do with value or smaller companies. Momentum at 75% and quality also at 75% means it piles into what’s been working and what looks “good” on paper — like only buying restaurants that are already popular and well-rated. Size at 19% (very low) says it strongly leans toward bigger companies over smaller ones, despite a few tiny rockets sprinkled around. The low value and yield exposure tell you it’s not here for bargains or income. In rough markets, a momentum-heavy setup can turn from “trend follower” to “falling knife collector” very quickly.

Risk contribution Info

  • Microsoft Corporation
    Weight: 9.79%
    8.4%
  • Aehr Test Systems
    Weight: 2.21%
    8.0%
  • Applied Opt
    Weight: 2.00%
    6.9%
  • Roundhill Memory ETF
    Weight: 3.68%
    6.8%
  • Micron Technology Inc
    Weight: 4.95%
    6.7%
  • Top 5 risk contribution 36.9%

Risk contribution is the part where the quiet troublemakers show up. Aehr Test Systems and Applied Optics each sit around 2% weight but throw off 7–8% of total portfolio risk — that’s wild. Risk/weight ratios above 3 basically mean they’re shaking the portfolio way harder than their size suggests. Roundhill Memory ETF and Micron also punch above their weight, reinforcing the “high-octane chip circus” vibe. Meanwhile, even Microsoft’s near-10% weight contributes less risk than its size, acting almost responsible by comparison. The message: a handful of small, volatile names are driving a disproportionate chunk of the drama.

Redundant positions Info

  • Avantis International Large Cap
    Avantis® International Small Cap Value ETF
    High correlation

The correlation radar caught the Avantis International Small Cap Value and Avantis International Large Cap ETFs moving almost in lockstep. That’s like buying two “different” ice creams that are both just vanilla in slightly different tubs. When assets are highly correlated, they tend to rise and fall together, which makes diversification more decorative than functional in a crash. Those two positions may look like separate international strategies, but from a portfolio shock perspective, they’re basically holding hands. In stress scenarios, they’re more likely to scream together than balance each other out.

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 efficient frontier is absolutely roasting this portfolio. With a Sharpe ratio of 14.59 while the optimal mix of the *same* holdings scores 32.05, it’s like choosing the worst seating plan on a flight you already paid for. You’re also sitting a huge distance below the frontier at this risk level, meaning the portfolio is taking a lot of volatility without squeezing out all the return it could from these ingredients. Sharpe ratio, loosely, is “return per unit of drama” — and this setup is paying premium prices for mid-tier thrills when a simple reshuffle could be far more efficient.

Dividends Info

  • Apple Inc 0.40%
  • Avantis® International Small Cap Value ETF 2.80%
  • Broadcom Inc 0.60%
  • Avantis International Large Cap 2.90%
  • Avantis® U.S. Small Cap Value ETF 1.30%
  • Alibaba Group Holding Ltd 1.50%
  • Eaton Corporation PLC 1.00%
  • Alphabet Inc Class C 0.20%
  • Hubbell Inc 1.10%
  • Eli Lilly and Company 0.60%
  • Marvell Technology Group Ltd 0.10%
  • Microsoft Corporation 0.90%
  • Micron Technology Inc 0.10%
  • Nike Inc 3.60%
  • Novo Nordisk A/S 4.20%
  • iShares Trust 3.60%
  • Sony Group Corp 0.40%
  • Tencent Holdings Ltd ADR 0.90%
  • Taiwan Semiconductor Manufacturing 0.70%
  • Sprott Uranium Miners ETF 2.60%
  • Vertiv Holdings Co 0.10%
  • Weighted yield (per year) 0.61%

With a total yield of 0.61%, this portfolio clearly did not come here for the dividends. A few holdings like Nike, Novo Nordisk, and some ETFs try to send pocket change, but the overall approach is growth-now-cashflow-later. It’s packed with companies and themes that reinvest in big ideas rather than sharing much with shareholders in the form of payouts. That can work fine in a world where price gains keep coming, but there isn’t much of a passive income safety net if growth slows down. The dividends here are basically a rounding error, not a feature.

Ongoing product costs Info

  • Avantis® International Small Cap Value ETF 0.36%
  • Avantis International Large Cap 0.25%
  • Avantis® U.S. Small Cap Value ETF 0.25%
  • SPDR Gold Mini Shares 0.10%
  • iShares Trust 0.07%
  • Sprott Uranium Miners ETF 0.75%
  • Weighted costs total (per year) 0.03%

Costs are the one area where this portfolio behaves like a responsible adult. A total TER of 0.03% is impressively low given there are several active or thematic-style ETFs charging north of 0.25%, plus the 0.75% uranium fund. The trick is that most of the weight sits in individual stocks, which don’t charge ongoing fund fees, so the high-fee ETFs are noisy but small. It’s like splurging on a couple of fancy cocktails in an otherwise cheap night out — noticeable, but not ruinous. Fees aren’t the problem child here; everything else is doing that job just fine.

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