This portfolio has only about 6 months 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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High-growth portfolio with a focus on stocks across diverse sectors and geographies

Report created on Aug 18, 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 exhibits a concentrated approach, heavily weighted towards common stocks, with significant positions in British American Tobacco and Nebius Group, each constituting 20% of the portfolio. The allocation spans across various sectors, primarily in Communication Services, Financial Services, and Consumer Defensive, indicating a moderately diversified sectoral approach. However, the portfolio's complete reliance on stocks, without the inclusion of bonds, real estate, or alternative investments, suggests a high-risk, high-reward strategy, potentially limiting diversification benefits and increasing volatility.

Growth Info

With a remarkable Compound Annual Growth Rate (CAGR) of 77.98%, this portfolio has historically performed exceptionally well, despite experiencing a maximum drawdown of -20%. The performance is notably concentrated, with 90% of returns generated in just 8 days, indicating that the portfolio's success is heavily reliant on significant short-term gains. This pattern of returns suggests a high-risk profile, aligning with the portfolio's aggressive classification and underscoring the potential for wide fluctuations in value.

Projection Info

Utilizing Monte Carlo simulations, which forecast future performance based on historical data, the portfolio shows a wide range of potential outcomes. While the majority of simulations (998 out of 1,000) predict positive returns, the variance is substantial, with the 50th percentile projecting a 144,555.4% return. This analysis underscores the portfolio's aggressive growth potential but also highlights the significant risk of volatility and large drawdowns.

Asset classes Info

  • Stocks
    100%

The portfolio's exclusive investment in stocks places it squarely in the high-risk, high-reward category of asset allocation. While this can offer substantial growth opportunities, especially in bullish markets, it lacks the stabilizing influence of fixed-income securities or alternative assets, which can mitigate risk during market downturns. Diversifying across asset classes could provide a more balanced risk-return profile, particularly for investors concerned about market volatility.

Sectors Info

  • Telecommunications
    30%
  • Financials
    25%
  • Consumer Staples
    20%
  • Industrials
    10%
  • Energy
    10%
  • Utilities
    5%

Sectoral allocation leans heavily towards Communication Services, Financial Services, and Consumer Defensive, comprising 75% of the portfolio. This concentration in relatively few sectors could expose the portfolio to sector-specific risks, such as regulatory changes or cyclical downturns. While the portfolio benefits from some level of sectoral diversification, expanding into additional sectors or balancing existing allocations could reduce vulnerability to single-sector shocks.

Regions Info

  • Europe Developed
    50%
  • North America
    30%
  • No data
    10%
  • Latin America
    5%
  • Asia Developed
    5%

Geographic distribution is predominantly in developed Europe and North America, with minimal exposure to emerging markets and other regions. This geographic focus may limit exposure to global economic growth drivers and emerging market opportunities. Diversifying geographically could enhance returns and reduce risks associated with regional economic downturns or geopolitical tensions.

Market capitalization Info

  • Large-cap
    70%
  • Mid-cap
    25%
  • Small-cap
    5%

The portfolio's emphasis on big and medium market capitalization stocks, constituting 95% of the allocation, suggests a preference for established, potentially more stable companies. However, the limited exposure to small-cap stocks may restrict opportunities for outsized gains typically associated with high-growth, albeit riskier, small-cap investments. Introducing a measured allocation to small-cap stocks could offer growth potential and further diversification.

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 current portfolio's expected return is slightly below the optimal portfolio's expected return of 96.32% at a similar risk level, suggesting room for improvement in risk-return efficiency. By adjusting asset allocations to align more closely with the Efficient Frontier, the portfolio could potentially achieve higher returns for the same level of risk. This optimization process involves carefully rebalancing the portfolio to enhance its performance characteristics without significantly altering its risk profile.

Dividends Info

  • British American Tobacco p.l.c. 5.20%
  • Cboe Global Markets Inc 1.00%
  • Embraer SA ADR 0.10%
  • Interactive Brokers Group Inc 0.40%
  • Kenon Holdings 10.70%
  • Raiffeisen Bank International AG ADR 3.30%
  • Millicom International Cellular SA 5.60%
  • Weighted yield (per year) 2.31%

The portfolio's dividend yield, contributed by several key holdings, averages to 2.31%, adding a source of income alongside capital appreciation. However, the focus on growth stocks, which typically reinvest earnings rather than pay out dividends, may limit the portfolio's overall yield. For investors seeking income, rebalancing towards higher-yielding stocks or diversifying into income-focused asset classes could provide a better balance between growth and income.

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