This portfolio has only about 1.6 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.
Open the Portfolio Builder Reshape your holdings and watch every metric recalculate live. Try it

A high-growth aggressive portfolio with a tech and healthcare focus and a penchant for leveraged ETFs

Report created on Aug 19, 2025

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio is heavily weighted towards common stocks and ETFs, with a significant portion allocated to the technology and healthcare sectors, emphasizing UnitedHealth Group and NVIDIA Corporation. The inclusion of leveraged ETFs such as the Direxion Daily Small Cap Bull 3X Shares and ProShares UltraPro QQQ indicates a strategy aiming for amplified returns. The diversification across sectors is moderate, with a clear tilt towards high-growth areas. However, the concentration in specific stocks and leveraged ETFs introduces a higher level of risk and volatility.

Growth Info

Historically, this portfolio has shown a remarkable Compound Annual Growth Rate (CAGR) of 41.90%, albeit with a significant maximum drawdown of -42.35%. Such performance underscores the aggressive nature of the portfolio, where high returns are accompanied by substantial risk. The days contributing most to returns are relatively few, highlighting the portfolio's reliance on short-term, high-impact gains. This pattern is typical for aggressive investment strategies focusing on sectors with high volatility and growth potential.

Projection Info

Monte Carlo simulations, which use historical data to project future outcomes, suggest a wide range of potential performances for this portfolio. The 50th percentile outcome indicates an exceptionally high potential return, but it's crucial to remember that these projections are based on past data, which doesn't guarantee future results. The high variance in simulation outcomes also reflects the portfolio's aggressive stance and the inherent risk of its asset composition.

Asset classes Info

  • Stocks
    89%
  • Other
    7%
  • Cash
    4%

The portfolio's asset allocation leans heavily towards stocks, with a minor presence in other asset classes and a small cash reserve. This stock-centric approach is aligned with the portfolio's aggressive growth objectives. However, the absence of bonds or significant allocations to less volatile asset classes means there's little to cushion the impact of stock market downturns, increasing the portfolio's overall risk profile.

Sectors Info

  • Health Care
    29%
  • Technology
    26%
  • Consumer Staples
    12%
  • Industrials
    7%
  • Financials
    6%
  • Consumer Discretionary
    5%
  • Telecommunications
    3%
  • Real Estate
    2%
  • Basic Materials
    1%
  • Energy
    1%
  • Utilities
    1%

The sectoral allocation demonstrates a strong focus on technology and healthcare, sectors known for their growth potential but also for their volatility. The portfolio's performance is likely to be significantly influenced by the fortunes of these sectors. While this concentration can lead to high returns, it also exposes the portfolio to sector-specific risks, which could be mitigated by diversifying more broadly across other sectors.

Regions Info

  • North America
    86%
  • Europe Developed
    3%
  • Japan
    1%
  • Asia Emerging
    1%
  • Asia Developed
    1%

Geographically, the portfolio is heavily skewed towards North America, with minimal exposure to international markets. This concentration in a single region, while potentially capitalizing on the growth of the US market, limits global diversification and exposes the portfolio to regional economic and political risks. Expanding into more international assets could offer better protection against these risks.

Market capitalization Info

  • Mega-cap
    50%
  • Large-cap
    16%
  • Small-cap
    9%
  • Micro-cap
    5%
  • Mid-cap
    5%

The portfolio's market capitalization exposure is predominantly in mega and large-cap stocks, which tend to be more stable than smaller companies. However, the inclusion of small and micro-cap exposures, especially through leveraged ETFs, introduces higher volatility and potential for growth. This mix reflects an attempt to balance stability with high-growth opportunities, albeit with a tilt towards the latter.

Redundant positions Info

  • Schwab International Equity ETF
    Vanguard Total International Stock Index Fund ETF Shares
    High correlation
  • SPDR Russell Small Cap Completeness
    Direxion Daily Small Cap Bull 3X Shares
    High correlation
  • ProShares UltraPro QQQ
    Invesco S&P 500® Momentum ETF
    High correlation

The analysis indicates significant correlation between certain assets, particularly among the ETFs targeting similar sectors or strategies. High correlation between assets like the ProShares UltraPro QQQ and the Invesco S&P 500® Momentum ETF can limit the diversification benefits, as these assets may respond similarly to market conditions. Reducing overlap by focusing on less correlated assets could enhance the portfolio's risk-adjusted returns.

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.

Optimizing the portfolio for a more efficient risk-return ratio suggests a potential for higher expected returns at the same level of risk. The current asset correlation and concentration in specific sectors and regions indicate room for improvement. By diversifying more effectively and reducing overlap among highly correlated assets, the portfolio could achieve a more favorable balance between risk and return, possibly reaching the identified optimal expected return of 81.00%.

Dividends Info

  • Direxion Daily GOOGL Bull 1.5X Shares 3.20%
  • Schwab International Equity ETF 2.50%
  • SPDR Russell Small Cap Completeness 1.40%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Direxion Daily Small Cap Bull 3X Shares 1.20%
  • ProShares UltraPro QQQ 1.00%
  • UnitedHealth Group Incorporated 2.80%
  • Vanguard Total International Stock Index Fund ETF Shares 2.70%
  • Weighted yield (per year) 1.39%

The portfolio's dividend yield stands at 1.39%, which is moderate and reflects its growth orientation over income generation. Leveraged and sector-specific ETFs typically offer lower dividends, aligning with the portfolio's aggressive growth strategy. Investors prioritizing growth over income might find this yield acceptable, but those seeking regular income might consider reallocating towards higher-yielding assets.

Ongoing product costs Info

  • ARK Space Exploration & Innovation ETF 0.75%
  • Direxion Daily GOOGL Bull 1.5X Shares 1.05%
  • iShares Bitcoin Trust 0.12%
  • Schwab International Equity ETF 0.06%
  • SPDR Russell Small Cap Completeness 0.03%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Direxion Daily Small Cap Bull 3X Shares 1.08%
  • ProShares UltraPro QQQ 0.88%
  • Vanguard Total International Stock Index Fund ETF Shares 0.05%
  • Weighted costs total (per year) 0.33%

The portfolio's total Expense Ratio (TER) is relatively low, considering the inclusion of several leveraged and niche ETFs. However, costs like the 1.08% for the Direxion Daily Small Cap Bull 3X Shares can add up, especially in a high-growth strategy where returns are reinvested. Investors should be mindful of how these costs can erode long-term gains, especially in aggressive portfolios where the impact of fees on returns is magnified.

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