A growth-focused portfolio with a strong tilt towards global equities and a speculative edge with Bitcoin exposure

Risk profile

  • Secure
    Speculative

The risk profile, derived from past market volatility, reflects the level of risk the portfolio is exposed to. This assessment helps align your investments with your financial goals and comfort with market fluctuations.

Diversification profile

  • Focused
    Diversified

The diversification assessment evaluates the spread of investments across asset classes, regions, and sectors. This ensures a balanced mix, reducing risk and maximizing returns by not concentrating in any single area.

What type of investor this portfolio is suitable for

Growth Investors

This portfolio suits an investor seeking growth with a moderate to high risk tolerance and a long-term investment horizon. It's designed for individuals comfortable with market fluctuations and looking to capitalize on the growth potential of global equities and emerging technologies, including cryptocurrencies. The investor should be prepared for periods of high volatility, especially given the speculative nature of Bitcoin.

Positions

  • iShares Core MSCI World UCITS ETF USD (Acc) EUR
    EUNL - IE00B4L5Y983
    80.00%
  • iShares Core MSCI Emerging Markets IMI UCITS
    IS3N - IE00BKM4GZ66
    10.00%
  • iShares Bitcoin ETP
    IB1T - XS2940466316
    10.00%

This portfolio is heavily weighted towards global equities through ETFs, with an 80% allocation in the iShares Core MSCI World UCITS ETF and a 10% allocation in the iShares Core MSCI Emerging Markets IMI UCITS. The remaining 10% is dedicated to the iShares Bitcoin ETP, introducing a speculative component to the portfolio. Such a composition underlines a growth-oriented strategy with a broad diversification across developed and emerging markets, while the inclusion of Bitcoin adds a high-risk, high-reward element.

Warning Historical data is limited for this portfolio, which reduces the confidence in the calculated values.

Growth Info

Historically, the portfolio has demonstrated a Compound Annual Growth Rate (CAGR) of 9.45% with a maximum drawdown of -16.00%. These figures suggest a balance between growth and risk, typical of a growth-oriented investment strategy. The max drawdown indicates the portfolio's resilience during market downturns, which is crucial for investors to understand their potential loss exposure.

Warning Due to limited historical data, this may show extreme values that are not realistic.

Projection Info

Monte Carlo simulations, which use historical data to project potential future outcomes, indicate a wide range of possible returns for this portfolio. With the 50th percentile suggesting a 738.2% return, it highlights the portfolio's growth potential. However, it's important to remember that these projections are not guarantees and should be viewed as one of many tools in assessing future performance.

Asset classes Info

  • Stocks
    90%
  • Other
    0%
  • Cash
    0%
  • No data
    0%

The portfolio's asset class allocation is heavily skewed towards stocks (90%), reflecting a strong growth orientation. This concentration in equities is consistent with the portfolio's overall risk profile and growth objectives. However, the lack of diversification into other asset classes such as bonds or real estate might increase volatility and risk.

Sectors Info

  • Technology
    24%
  • Financials
    15%
  • Industrials
    10%
  • Consumer Discretionary
    9%
  • Health Care
    8%
  • Telecommunications
    8%
  • Consumer Staples
    5%
  • Energy
    3%
  • Basic Materials
    3%
  • Utilities
    2%
  • Real Estate
    2%

Sector allocation is well-diversified, with technology (24%) and financial services (15%) leading. This sectoral distribution aligns with the portfolio's growth focus but may also increase sensitivity to market cycles and technological disruptions. Diversification across sectors can help mitigate some of these risks.

Regions Info

  • North America
    60%
  • Europe Developed
    13%
  • Asia Emerging
    5%
  • Japan
    4%
  • Asia Developed
    4%
  • Australasia
    1%
  • Africa/Middle East
    1%
  • Latin America
    1%
  • Europe Emerging
    0%

Geographically, the portfolio is heavily weighted towards North America (60%), with significant exposure to developed Europe (13%) and emerging Asian markets (5%). This distribution suggests a balance between stable, developed markets and higher-growth potential regions. However, the portfolio may benefit from increased exposure to other emerging markets and developed regions to enhance global diversification.

Market capitalization Info

  • Mega-cap
    43%
  • Large-cap
    31%
  • Mid-cap
    15%
  • Small-cap
    1%
  • Micro-cap
    0%

The portfolio's market capitalization exposure is predominantly in mega (43%) and big (31%) cap stocks, indicating a preference for large, established companies. While this can offer stability and lower volatility, incorporating more medium or small-cap stocks could enhance growth potential and diversification.

Ongoing product costs Info

  • iShares Core MSCI World UCITS ETF USD (Acc) EUR 0.20%
  • iShares Core MSCI Emerging Markets IMI UCITS 0.18%
  • Weighted costs total (per year) 0.18%

With total portfolio costs averaging 0.18%, this portfolio is cost-efficient, enhancing long-term return potential. Lower costs are crucial for maximizing investment growth, especially in a low-yield environment.

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.

The Efficient Frontier suggests that the portfolio could achieve a higher expected return of 39.68% at the same risk level, indicating room for optimization. This implies that adjustments in asset allocation could potentially yield better risk-adjusted returns without increasing the portfolio's overall risk.

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