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.

High-growth portfolio with a strong tilt towards S&P 500 and notable Bitcoin exposure

Report created on Aug 8, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification

Positions

This portfolio is heavily weighted towards the Vanguard S&P 500 ETF, making up 80% of the allocation, with the remaining 20% in the iShares Bitcoin Trust. Such a composition indicates a significant emphasis on U.S. equities through the S&P 500, alongside a substantial bet on Bitcoin's performance. The diversification is limited, focusing primarily on two asset classes, which is reflected in its low diversification score. This single-focused approach towards traditional equities and cryptocurrency showcases a blend of conventional and modern investment philosophies.

Growth Info

With a historical Compound Annual Growth Rate (CAGR) of 31.20% and a maximum drawdown of -20.70%, the portfolio has demonstrated robust growth, albeit with considerable volatility. The days contributing most to the returns highlight the portfolio's susceptibility to significant market movements, which is characteristic of high-growth strategies. This performance, while impressive, should be viewed with caution, as past success does not guarantee future results, especially given the volatile nature of Bitcoin.

Projection Info

The Monte Carlo simulation, running 1,000 scenarios, suggests a wide range of outcomes, with the median projection indicating a substantial potential for growth. However, the reliance on historical data for Bitcoin, which has a relatively short and turbulent market history compared to traditional equities, introduces a higher degree of uncertainty in these projections. Investors should be mindful of the speculative nature of such simulations.

Asset classes Info

  • Stocks
    80%
  • Other
    20%

The portfolio's asset allocation is starkly divided between stocks (80%) and 'Other' (20%), presumably cryptocurrency. This allocation underscores a growth-oriented strategy with a high tolerance for risk. However, the absence of fixed income or alternative investments limits its ability to hedge against market volatility. Diversifying across more asset classes could provide a buffer during downturns.

Sectors Info

  • Technology
    26%
  • Financials
    11%
  • Consumer Discretionary
    9%
  • Health Care
    8%
  • Telecommunications
    8%
  • Industrials
    6%
  • Consumer Staples
    5%
  • Energy
    2%
  • Utilities
    2%
  • Real Estate
    2%
  • Basic Materials
    1%

Sector-wise, the portfolio is heavily influenced by the S&P 500's composition, with a significant tilt towards technology. While this sectoral allocation aligns with current market trends favoring tech, it also increases susceptibility to sector-specific risks. Broadening the sectoral exposure could mitigate these risks and potentially smooth out returns over time.

Regions Info

  • North America
    80%

The geographic allocation is overwhelmingly North American (80%), reflecting the S&P 500 ETF's focus. This concentration in developed markets, while stable, misses out on the growth potential and diversification benefits of emerging and other developed markets. Considering a more global exposure could enhance returns and reduce regional risk.

Market capitalization Info

  • Mega-cap
    37%
  • Large-cap
    28%
  • Mid-cap
    14%
  • Small-cap
    1%

The market capitalization breakdown—Mega (37%), Big (28%), Medium (14%), Small (1%)—indicates a preference for large, established companies, likely driving the portfolio's strong historical performance. However, the minimal exposure to small-cap stocks limits potential for high growth from emerging companies. A slight increase in small to medium cap exposure could offer a better risk-reward balance.

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.

Considering the Efficient Frontier, this portfolio might not be fully optimized for the best possible risk-return ratio due to its limited diversification and high volatility. Adjusting the asset allocation to include a broader mix of asset classes and sectors could improve the portfolio's efficiency, potentially offering higher returns for the same level of risk.

Dividends Info

  • Vanguard S&P 500 ETF 1.20%
  • Weighted yield (per year) 0.96%

The dividend yield from the Vanguard S&P 500 ETF contributes to the portfolio's total yield of 0.96%, providing a modest income stream. While dividends are not the primary focus of this growth-oriented strategy, they offer a source of passive income and can provide a cushion during market volatility.

Ongoing product costs Info

  • iShares Bitcoin Trust 0.12%
  • Vanguard S&P 500 ETF 0.03%
  • Weighted costs total (per year) 0.05%

The total portfolio cost (TER) of 0.05% is impressively low, enhancing its attractiveness by ensuring that more of the returns are retained by the investor. Keeping costs minimal is crucial for long-term growth, and this portfolio exemplifies cost-efficient investment management.

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