Global all equity core with a focused tilt toward artificial intelligence semiconductors
Report created on Apr 26, 2026Risk profile
4/7
Diversification profile
4/5
Positions
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VE Vanguard All-Equity ETF Portfolio
VEQT - CA92201C1077 80.00% -
CH Global X Artificial Intelligence Semiconductor Index ETF
CHPS - CA4405571064 20.00%
This portfolio is made up of two equity ETFs: a broad global all‑equity fund at 80% and a focused artificial intelligence semiconductor ETF at 20%. That means most of the structure is a diversified stock market core, with a noticeable “satellite” sleeve dedicated to a single theme. A setup like this is often described as core‑plus‑satellite: one holding aims to track the overall market, while the other targets a specific area with higher growth and risk potential. The mix keeps the portfolio relatively simple to understand and manage. The concentrated 20% satellite drives a distinct personality, especially during periods when AI and chip‑related companies move sharply in either direction.
Growth
From mid‑2021 to April 2026, a $1,000 hypothetical investment grew to about $2,040, implying a compound annual growth rate (CAGR) of 15.94%. CAGR is the average yearly “speed” of growth, smoothing out ups and downs over time. This beat both the US market (14.86%) and global market (12.38%) benchmarks over the period. The trade‑off was a max drawdown of -24.66%, meaning the portfolio once fell about a quarter from peak to trough before recovering. That decline was somewhat deeper than the benchmarks, reflecting the impact of the AI semiconductor sleeve. Past performance shows how the mix behaved, but it does not guarantee similar future results.
Projection
The forward projection uses Monte Carlo simulation, which runs 1,000 alternate futures by remixing historical returns and volatility in many random paths. Think of it as rolling the dice on market conditions again and again to see a range of possible outcomes, not a single prediction. After 15 years, the median path grows $1,000 to about $2,765, with a broad “likely” band from roughly $1,758 to $4,013. Extreme but still plausible paths range from about $1,006 to $7,555. The average simulated annual return is 7.98%. These numbers highlight both growth potential and uncertainty; they simply show what could happen if patterns similar to the past repeat in different combinations.
Asset classes
- US Equity 67%
- Stocks 33%
The asset‑class breakdown is straightforward: 100% equities, split between US equity (67%) and other global stocks (33%). There are no bonds, cash substitutes, or alternative assets in the mix. Being fully in stocks means the portfolio’s value will closely follow equity market cycles, with more pronounced swings during booms and downturns compared to blends that include bonds. This all‑equity stance is consistent with the “All‑Equity” core ETF and explains why the portfolio’s risk classification sits in the middle‑high range. The diversification score of 4/5 reflects that, even though it’s all in one asset class, the underlying exposure spans many companies and regions.
Sectors
- Technology 36%
- Financials 17%
- Industrials 10%
- Basic Materials 8%
- Consumer Discretionary 6%
- Energy 6%
- Health Care 5%
- Telecommunications 5%
- Consumer Staples 4%
- Utilities 2%
- Real Estate 2%
This breakdown covers the equity portion of your portfolio only.
Sector exposure is led by technology at 36%, followed by financials at 17% and industrials at 10%, with the rest spread across materials, consumer areas, energy, health care, telecoms, utilities, and real estate. The tech weight is materially higher than in many broad global benchmarks, largely because of the 20% allocation to an AI semiconductor ETF. Higher tech exposure can boost returns during innovation‑driven rallies, but it usually comes with bigger swings when interest rates rise or when growth expectations cool. The rest of the sectors are relatively balanced, which helps offset some of that concentration and earns the portfolio a “broadly diversified” label despite the strong technology tilt.
Regions
- North America 75%
- Europe Developed 10%
- Asia Developed 6%
- Japan 3%
- Asia Emerging 3%
- Australasia 1%
- Africa/Middle East 1%
- Latin America 1%
This breakdown covers the equity portion of your portfolio only.
Geographically, about 75% of the portfolio is in North America, with smaller allocations to developed Europe (10%), developed Asia (6%), Japan (3%), and various emerging regions making up the remainder. This means returns are heavily linked to North American markets and currencies, which have been strong in recent years. Compared to a typical global equity benchmark, this is a clear North America tilt. That can be beneficial when those markets outperform but can also increase sensitivity to regional shocks, policy changes, or currency moves. The presence of emerging and non‑North‑American developed markets still adds meaningful global diversification beyond a purely domestic portfolio.
Market capitalization
- Mega-cap 47%
- Large-cap 30%
- Mid-cap 16%
- Small-cap 4%
- Micro-cap 1%
This breakdown covers the equity portion of your portfolio only.
By market capitalization, the portfolio leans toward larger companies: 47% mega‑cap, 30% large‑cap, 16% mid‑cap, with only 5% combined in small and micro‑caps. Larger firms tend to be established businesses with diversified revenue streams, which can make them somewhat more stable than very small companies, especially in stressed markets. On the flip side, smaller companies often contribute more to long‑term growth and volatility, so a modest small‑ and mid‑cap slice adds some dynamism. Overall, this structure looks similar to broad global indexes, where mega‑ and large‑caps dominate. It helps explain why, despite the AI tilt, the portfolio still behaves largely like a big‑company global equity basket.
True holdings
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VT Vanguard Total Stock Market Index Fund ETF Shares 34.94%
Part of fund(s):- Vanguard All-Equity ETF Portfolio
- Vanguard US Total Market
-
VW Vanguard FTSE Emerging Markets Index Fund ETF Shares 5.73%
Part of fund(s):- Vanguard All-Equity ETF Portfolio
- Vanguard FTSE Emerging Markets All Cap Index ETF
-
NV NVIDIA Corporation 4.11%
Part of fund(s):- Global X Artificial Intelligence Semiconductor Index ETF
-
TS Taiwan Semiconductor Manufacturing 3.21%
Part of fund(s):- Global X Artificial Intelligence Semiconductor Index ETF
-
AV Broadcom Inc 3.04%
Part of fund(s):- Global X Artificial Intelligence Semiconductor Index ETF
-
AS ASML Holding NV ADR 2.56%
Part of fund(s):- Global X Artificial Intelligence Semiconductor Index ETF
- Vanguard All-Equity ETF Portfolio
- Vanguard FTSE Developed All Cap ex North Amer Idx ETF
-
RY Royal Bank of Canada 1.81%
Part of fund(s):- Vanguard All-Equity ETF Portfolio
- Vanguard FTSE Canada All Cap
-
AM Advanced Micro Devices Inc 1.45%
Part of fund(s):- Global X Artificial Intelligence Semiconductor Index ETF
-
TD Toronto Dominion Bank 1.22%
Part of fund(s):- Vanguard All-Equity ETF Portfolio
- Vanguard FTSE Canada All Cap
-
SH Shopify Inc 1.22%
Part of fund(s):- Vanguard All-Equity ETF Portfolio
- Vanguard FTSE Canada All Cap
- Top 10 total 59.29%
This breakdown covers the equity portion of your portfolio only.
Looking through the ETFs, the biggest underlying exposure is a broad US total stock market fund at about 35%, plus 5.7% in a broad emerging markets fund. Individual company exposures include NVIDIA (4.11%), Taiwan Semiconductor (3.21%), Broadcom (3.04%), and ASML (2.56%), along with major Canadian banks and Shopify in the 1–2% range. Several of these large chipmakers appear in both the core and AI ETFs, creating overlap that amplifies exposure to a handful of names. Because only top‑10 ETF holdings are captured, actual overlap is likely understated. This “hidden concentration” means a small group of companies can have an outsized impact on the portfolio’s short‑term performance.
Risk contribution
-
Vanguard All-Equity ETF Portfolio
Weight: 80.00% 61.9% -
Global X Artificial Intelligence Semiconductor Index ETF
Weight: 20.00% 38.1%
Risk contribution shows how much each holding drives the portfolio’s overall ups and downs, which can differ from its weight. Here, the 80% all‑equity ETF contributes about 61.89% of total risk, while the 20% AI semiconductor ETF contributes a hefty 38.11%. In other words, the smaller satellite position accounts for almost two‑fifths of total volatility. Its risk‑to‑weight ratio of 1.91 means it is much more volatile than the core holding, which has a ratio of 0.77. This highlights how a relatively modest allocation to a concentrated, high‑beta theme can significantly shape the day‑to‑day and month‑to‑month experience of the overall portfolio.
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 plots annualized volatility on the x‑axis and expected return on the y‑axis, with an efficient frontier showing the best achievable trade‑offs using these two ETFs. The current portfolio has an expected return of 16.11% with 16.17% risk and a Sharpe ratio of 0.79, while the maximum‑Sharpe mix scores 0.92 and the minimum‑variance mix 0.93. Sharpe ratio is a simple measure of risk‑adjusted return: higher means more return per unit of volatility. The analysis notes that this portfolio already sits on or very near the efficient frontier. That means, for the chosen holdings, the current weighting is an efficient balance of risk and return.
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