Global equity core with efficient risk use and a bold tilt through leveraged exposure
Report created on May 4, 2024Risk profile
4/7
Diversification profile
2/5
Positions
-
FW Invesco FTSE All-World UCITS ETF USD Accumalation
FWRG - IE000716YHJ7 70.00% -
XS Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
XS2D - LU0411078552 30.00%
The structure is deliberately simple: one broad global equity ETF at 70% and a 30% slice in a 2x leveraged S&P 500 ETF. That means everything is effectively equity-driven, but with an added accelerator on part of the portfolio. Simple lineups like this are easy to monitor and rebalance, which many long-term investors appreciate. The key implication is that the 30% leveraged piece can drive a lot of the ups and downs, even though it’s the smaller allocation. Anyone using this approach should be very clear that the goal is return enhancement, not stability, and be prepared for noticeably sharper swings than a plain global equity mix.
Growth
Over the measured period, $1,000 grew to about $1,549, which translates to a 17.14% compound annual growth rate (CAGR). CAGR is like your average speed on a road trip, smoothing out bumps along the way. This comfortably beat both the US and global equity benchmarks by roughly 1.4–1.9 percentage points per year, confirming the return-enhancing effect of leverage in a strong market. The trade-off shows up in a deeper max drawdown at -23.72% versus -16–19% for the benchmarks. That means bigger temporary losses during rough patches, which requires emotional and financial resilience to stay invested.
Asset classes
- No data 70%
- Other 30%
Asset-class data is only available for 30% of the holdings, labeled as “Other,” with 70% flagged as “No data,” so the breakdown is incomplete. Even so, the product types make it clear that this is effectively an all-equity approach, without visible ballast from bonds, cash, or alternatives. That’s a focused stance and can be powerful for long horizons but demanding during market stress. Compared with “balanced” allocations that mix stocks and bonds more evenly, this setup leans much more toward growth. Anyone using a similar structure typically relies on cash reserves or other accounts, rather than this portfolio itself, to cover shorter-term needs and emergencies.
Sectors
- No data 70%
This breakdown covers the equity portion of your portfolio only.
Sector information is missing for 70% of the portfolio, so detailed conclusions are limited. Still, broad global and large-market equity ETFs tend to hold companies across many industries by design. That kind of structure usually tracks major indexes where no single sector dominates excessively, which is a positive sign for basic diversification. The key sector-related risk here is less about which industries are included and more about how the leveraged product amplifies movements in whichever sectors are currently driving the S&P 500. When those leading areas are in favor, returns can be very strong; when they fall out of favor, the downside impact can be sharp.
Regions
- No data 70%
This breakdown covers the equity portion of your portfolio only.
Geographic data is also largely tagged as “No data” for 70%, so the granular region split isn’t visible. However, a global all‑world ETF normally aims to mirror the investable world’s equity markets, while the leveraged S&P 500 slice clearly focuses on one large developed market. That combination usually results in a meaningful tilt toward that single market, since it dominates both the all‑world index and the separate leveraged position. Such a tilt has helped in recent years but can backfire if leadership shifts elsewhere. A setup like this works best for investors who are comfortable with some home‑region or single‑market bias in pursuit of higher growth.
Market capitalization
- No data 70%
- Mega-cap 9%
- Large-cap 7%
- Mid-cap 6%
- Small-cap 5%
- Micro-cap 3%
This breakdown covers the equity portion of your portfolio only.
Market-cap data shows a healthy spread: meaningful exposure to mega-, large-, mid-, small-, and even micro‑cap companies, with the remaining 70% listed as “No data.” Broad equity ETFs naturally include this spectrum, which supports diversification across company sizes. Large and mega caps typically anchor stability and liquidity, while mid and smaller companies can add growth potential and idiosyncratic risk. A mix like this often tracks overall equity markets reasonably well but may experience more volatility when smaller companies swing sharply. This spread across size categories complements the already strong diversification coming from owning thousands of stocks through wide-market funds.
True holdings
-
GO Alphabet Inc Class A 2.77%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
-
AA Apple Inc 2.18%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
-
EQ Equinix Inc 2.02%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
-
AM Applied Materials Inc 1.90%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
-
WE Welltower Inc 1.82%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
-
FO Amicus Therapeutics Inc 1.41%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
-
NO Northrop Grumman Corporation 1.35%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
-
NV NVIDIA Corporation 1.33%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
-
CO Coherent Inc 1.32%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
-
SN Synopsys Inc 1.29%
Part of fund(s):- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
- Top 10 total 17.41%
This breakdown covers the equity portion of your portfolio only.
The look-through snapshot covers only about 17% of total holdings, so it’s just a partial window but still informative. Within that slice, exposure is spread across several large, well-known companies plus some more specialized names, and there is not an obvious single-stock dominance. Hidden overlap between ETFs can create concentration when the same names appear repeatedly, though here the lineup is already quite compact with just two funds. Because only top-10 lists are captured, actual overlap and diversification are likely broader than shown. The main takeaway is that stock-specific risk appears secondary to the broader equity-market and leverage risks driving overall behavior.
Factors
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 exposure shows two notable tilts: very high low volatility and very low yield. Low volatility means the holdings, on average, have historically moved less wildly than the broader market, which can soften the ride a bit, even when overall risk is elevated by leverage. That’s a nice alignment with best practices, as it can improve risk-adjusted outcomes over time. The very low yield tilt suggests a focus on companies that reinvest earnings rather than paying them out as dividends. That often suits investors prioritizing capital growth over current income. It also means total return is driven more by price movement than by steady cash distributions.
Risk contribution
-
Invesco FTSE All-World UCITS ETF USD Accumalation
Weight: 70.00% 51.5% -
Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C
Weight: 30.00% 48.5%
Risk contribution highlights how each holding drives overall volatility. Even though the leveraged ETF is only 30% of the weight, it contributes roughly 49% of total portfolio risk, with a risk‑to‑weight ratio of 1.62. In contrast, the 70% core global ETF contributes about 51% of risk with a lower ratio. This shows how leverage magnifies its impact, like a smaller but much louder instrument in an orchestra. The balance isn’t unreasonable, but it is intentional: almost half of the portfolio’s ups and downs come from that single leveraged position. Adjusting that weight is the most direct lever for dialing overall risk up or down.
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 risk–return chart shows the current portfolio sitting on or very near the efficient frontier, with a Sharpe ratio of 0.94 and annualized risk of 16.29%. The optimal and minimum-variance mixes, using just these two funds, both show Sharpe ratios of 1.02 with somewhat lower returns and lower risk. The key message: for the chosen ingredients, the existing allocation is already highly efficient at its risk level. Any shift toward the “optimal” mix would mainly trade a bit of expected return for a smoother ride, not unlock huge extra performance. That’s a reassuring sign that the current balance between the core ETF and the leveraged slice is well‑tuned.
Ongoing product costs
- Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C 0.60%
- Weighted costs total (per year) 0.18%
Costs are impressively contained, with an overall TER around 0.18%, well below what many active strategies charge. Lower ongoing fees act like having less friction on your investment “engine,” letting more of the underlying return stay in your pocket. The leveraged ETF is meaningfully more expensive at 0.60%, which is normal for complex products that use derivatives or swaps. Because it is only 30% of the portfolio, it doesn’t drag overall costs too high. Keeping this blended fee low is a strong point and supports better long-term compounding, especially when combined with broad, index‑like exposure rather than frequent trading or stock picking.
What next?
Ready to invest in this portfolio?
Select a broker that fits your needs and watch for low fees to maximize your returns.
Create your own report?
Join our community!
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