This portfolio has only about 1.7 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.
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A rollercoaster ride of hope and despair powered by tech giants and healthcare bets

Report created on Jun 1, 2025

Risk profile Info

4/7
Balanced
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification
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Positions

It seems like someone took the phrase "put all your eggs in one basket and then watch that basket" a tad too seriously. With nearly 40% of the portfolio in AbbVie Inc, it looks like you're not just watching the basket; you're handcuffed to it. Diversification seems to be a concept as foreign as Mars, and the smattering of tech stocks and ETFs feels like an afterthought rather than a strategy. It's like building a skyscraper with a foundation made of Legos — bold but questionable.

Growth Info

With a CAGR of 19.54%, it's like your portfolio drank a Red Bull: impressive but jittery. The max drawdown of -13.73% shows that the ride has its dips, and with 90% of returns coming from just 15 days, it's more volatile than a teenager's mood. It's akin to hitting the jackpot on a slot machine — thrilling but not exactly a reliable income strategy.

Projection Info

The Monte Carlo simulation results read like a weather forecast for a notoriously unpredictable city: you might get sun, or you might get a hurricane. With a 50th percentile projection at -5.6% and a 67th at 158.9%, it's clear this portfolio could either be a modest success or a ticket to the moon. Betting on such odds for your financial future is like planning your retirement around winning the lottery.

Asset classes Info

  • Stocks
    82%
  • Other
    4%
  • Cash
    1%

With 82% in stocks and a mysterious 4% in "Other," this portfolio is leaning so heavily towards equities that if the stock market sneezes, your portfolio catches a cold. The absence of bonds is like going on a road trip with no spare tire—adventurous but unnecessarily risky. And with 1% in cash, it's like running a marathon with no water stations: unnecessarily punishing.

Sectors Info

  • Health Care
    39%
  • Technology
    14%
  • Telecommunications
    13%
  • Consumer Discretionary
    9%
  • Industrials
    3%
  • Consumer Staples
    2%
  • Financials
    2%
  • Energy
    1%
  • Real Estate
    1%

Your sector allocation has the diversity of a 90s boy band: mostly one big hit and a few supporting roles. Healthcare and tech together are like the lead singers, hogging the spotlight, while the other sectors wait in the wings with barely a solo. This imbalance is like betting on two horses in a race of ten; if either stumbles, the show is over.

Regions Info

  • North America
    81%
  • Europe Developed
    2%

The geographic allocation screams "America First" with 81% in North America, leaving a scant 2% for developed Europe and nothing for emerging markets. It's like planning a world tour and only visiting your hometown. This home bias could leave you missing out on global growth stories, like only eating hamburgers in a world full of cuisine.

Market capitalization Info

  • Mega-cap
    60%
  • Large-cap
    13%
  • Mid-cap
    7%
  • No data
    3%
  • Micro-cap
    1%
  • Small-cap
    1%

Mega-caps dominate this portfolio like Godzilla in Tokyo, making up 60% of the allocation. While these behemoths offer stability, the neglect of smaller caps is like never leaving the main roads on a road trip — safe but potentially missing out on hidden gems. A little more balance might not be as thrilling as a mega-cap moonshot, but it could smooth out the ride.

Redundant positions Info

  • Apple Inc
    Direxion Shares ETF Trust - Direxion Daily AAPL Bull 1.5X Shares
    High correlation
  • Schwab S&P 500 Index Fund
    Schwab U.S. Large-Cap Growth ETF
    JPMorgan Nasdaq Equity Premium Income ETF
    High correlation

The high correlation between assets like Apple Inc and the Direxion Daily AAPL Bull 1.5X Shares is like owning two different maps to the same treasure. It might feel reassuring, but it doesn't actually increase your chances of success. Diversification means spreading your bets, not doubling down on the same horse.

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.

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The current portfolio's efficiency is like driving a gas-guzzler in an eco-friendly race — not exactly primed for victory. The recommendation to remove overlapping assets for better diversification is like being told to lose the dead weight in a hot air balloon; it's essential if you want to soar. With an optimal expected return of 11.53% at a lower risk, it's clear there's room for improvement — like swapping a clunky old TV for a sleek new model.

Dividends Info

  • Apple Inc 0.50%
  • Direxion Shares ETF Trust - Direxion Daily AAPL Bull 1.5X Shares 26.50%
  • AbbVie Inc 3.40%
  • BorgWarner Inc 1.30%
  • Coca-Cola Consolidated Inc. 5.00%
  • Alphabet Inc Class A 0.50%
  • GraniteShares HIPS US High Income ETF 10.70%
  • JPMorgan Nasdaq Equity Premium Income ETF 11.30%
  • Schwab U.S. Dividend Equity ETF 4.00%
  • Schwab U.S. Large-Cap Growth ETF 0.40%
  • Global X Funds 0.30%
  • Schwab S&P 500 Index Fund 1.20%
  • Schwab Value Advantage Money Fund 4.40%
  • AT&T Inc 4.00%
  • Vanguard International High Dividend Yield Index Fund ETF Shares 4.10%
  • Weighted yield (per year) 3.06%

The dividend yield strategy is like a patchwork quilt made by a distracted seamstress — it covers you, but inconsistently. With yields ranging from 0.30% to an astonishing 26.50% from the leveraged AAPL ETF, it's a wild swing between pennies and a windfall. This approach to income is as unpredictable as fishing in the open ocean with a net full of holes.

Ongoing product costs Info

  • Direxion Shares ETF Trust - Direxion Daily AAPL Bull 1.5X Shares 1.04%
  • SPDR® Gold Shares 0.40%
  • GraniteShares HIPS US High Income ETF 1.99%
  • JPMorgan Nasdaq Equity Premium Income ETF 0.35%
  • Schwab U.S. Dividend Equity ETF 0.06%
  • Schwab U.S. Large-Cap Growth ETF 0.04%
  • Global X Funds 0.50%
  • Schwab S&P 500 Index Fund 0.02%
  • Vanguard International High Dividend Yield Index Fund ETF Shares 0.22%
  • Weighted costs total (per year) 0.08%

The portfolio's costs are a mixed bag, like a grocery cart half-filled with bargain brands and half with gourmet items. With TERs ranging from 0.02% to a wince-inducing 1.99%, it's clear that fee considerations were an afterthought. It's like going on a budget holiday but accidentally booking a five-star hotel for a night — nice but unnecessary.

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