Growth-focused portfolio with high tech exposure and global diversification

Report created on Jun 23, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

The portfolio is primarily composed of two ETFs: the Invesco EQQQ NASDAQ-100 UCITS ETF, accounting for 65% of the portfolio, and the Vanguard FTSE All-World UCITS ETF, making up the remaining 35%. This composition indicates a strong focus on growth, given the NASDAQ-100's emphasis on technology and innovation-driven companies. The Vanguard ETF broadens the portfolio's exposure to global markets, albeit with a significant tilt towards the US. This structure reflects a strategic blend of high-growth potential with a measure of global diversification.

Growth Info

Historically, the portfolio has achieved a Compound Annual Growth Rate (CAGR) of 12.95%, which is commendable. The maximum drawdown of -24.86% points to periods of significant volatility, likely reflecting the high concentration in technology and growth stocks, which can be more susceptible to market swings. The fact that 90% of returns were generated in just 11 days underscores the impact of short-term, high-gain periods typical of growth-focused investments.

Projection Info

Monte Carlo simulations, which use historical data to forecast a range of possible future outcomes, suggest a median increase of 364.5% in portfolio value. While promising, it's essential to remember that such projections are inherently uncertain and depend heavily on past market behavior, which may not predict future trends accurately. The wide range between the 5th and 67th percentiles also highlights the potential for significant volatility.

Asset classes Info

  • Stocks
    100%

The portfolio's allocation is entirely in stocks, with no diversification into other asset classes like bonds or real estate. This allocation strategy maximizes growth potential but also increases risk, particularly in market downturns. Including a variety of asset classes can reduce volatility without drastically compromising potential returns.

Sectors Info

  • Technology
    43%
  • Telecommunications
    13%
  • Consumer Discretionary
    12%
  • Health Care
    7%
  • Financials
    7%
  • Industrials
    6%
  • Consumer Staples
    6%
  • Basic Materials
    2%
  • Utilities
    2%
  • Energy
    2%
  • Real Estate
    1%

With 43% in technology, followed by significant allocations in communication services and consumer cyclicals, the portfolio is positioned to benefit from sectors often associated with rapid growth. However, this concentration also increases susceptibility to sector-specific downturns. Diversifying across a broader range of sectors could mitigate this risk.

Regions Info

  • North America
    86%
  • Europe Developed
    6%
  • Asia Emerging
    2%
  • Japan
    2%
  • Asia Developed
    1%
  • Latin America
    1%
  • Australasia
    1%

The geographic allocation is heavily skewed towards North America (86%), which, while reflective of the global market's current structure, limits exposure to potential growth in emerging markets and other developed regions. Increasing allocation to underrepresented areas could enhance returns and reduce geographical risk.

Market capitalization Info

  • Mega-cap
    52%
  • Large-cap
    34%
  • Mid-cap
    13%

The focus on mega (52%) and big (34%) cap stocks provides a foundation of relative stability and resilience. However, the limited exposure to medium and no exposure to small or micro-cap stocks misses out on the higher growth potential these segments can offer, albeit with increased risk.

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.

Given the portfolio's current structure, optimizing for the Efficient Frontier could involve adjusting the allocation between the existing assets to achieve a better risk-return ratio. However, true optimization may also require diversifying into different asset classes or sectors to reduce volatility while maintaining, or even enhancing, expected returns.

Ongoing product costs Info

  • Invesco EQQQ NASDAQ-100 UCITS ETF Acc 0.35%
  • Vanguard FTSE All-World UCITS ETF USD Accumulation 0.22%
  • Weighted costs total (per year) 0.30%

The total expense ratio (TER) of 0.30% is relatively low, which is beneficial for long-term growth as lower costs directly translate to higher net returns. Keeping costs in check is crucial, especially in a growth-oriented portfolio where the compounding effect can significantly amplify the impact of fees over time.

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