High growth emerging markets portfolio with focused tech exposure and efficient aggressive risk profile
Report created on Apr 12, 2026Risk profile
- Secure Speculative
The risk profile, derived from past market volatility, reflects the level of risk the portfolio is exposed to. This assessment helps align your investments with your financial goals and comfort with market fluctuations.
Diversification profile
- Focused Diversified
The diversification assessment evaluates the spread of investments across asset classes, regions, and sectors. This ensures a balanced mix, reducing risk and maximizing returns by not concentrating in any single area.
Positions
-
EE iShares MSCI Emerging Markets ETF
EEM - US4642872349 80.00% -
GO Alphabet Inc Class A
GOOGL - US02079K3059 15.00% -
NV NVIDIA Corporation
NVDA - US67066G1040 5.00%
The portfolio is very concentrated and simple: three positions, all in stocks. Around 80% sits in a broad emerging‑markets ETF, while 15% is in Alphabet and 5% in NVIDIA. That means one diversified fund dominates, with two mega‑cap US tech names layered on top for extra growth. This structure matters because it mixes broad country and sector exposure with very specific single‑stock bets. A key takeaway is that your results will be driven mostly by how emerging markets as a whole perform, then amplified by the fortunes of two large tech leaders rather than a wide basket of individual companies.
Growth
Historically, the portfolio has been extremely strong: a $1,000 investment grew to about $13,171 over ten years, a compound annual growth rate (CAGR) of 29.53%. CAGR is like your average speed over a long road trip, smoothing out bumps along the way. This return easily beat both the US market and the global market. The trade‑off is a very deep max drawdown of almost -49%, meaning nearly half the value was lost at the worst point before recovering. The main takeaway is that the reward has been huge, but the emotional and financial swings have been intense and require real staying power.
Projection
The Monte Carlo projection uses historical ups and downs to simulate thousands of possible 15‑year paths, a bit like running many “what if” futures. Across 1,000 runs, the median outcome grows $1,000 to about $2,703, with a wide likely range from roughly $1,733 to $4,374. The average annual return across simulations is about 8.13%, with a 72% chance of ending positive. It is crucial to remember these are models built from past data, not promises; markets can behave differently. The takeaway is that long‑term results skew positive, but the range of outcomes is wide, fitting an aggressive risk profile.
Asset classes
- Stocks 100%
All of the portfolio is in one asset class: equities. That means there is no built‑in cushion from bonds, cash, or alternative assets that typically dampen volatility. A 100% stock allocation is common for aggressive, growth‑focused investors with long horizons, but it comes with sharper drawdowns and more frequent swings. Compared with many balanced or traditional benchmark portfolios that mix stocks and bonds, this setup intentionally prioritizes growth over stability. The key implication is that portfolio value can move quickly both up and down, so this works best when there’s no need to draw on the money during rough market patches.
Sectors
- Technology 32%
- Telecommunications 21%
- Financials 17%
- Consumer Discretionary 8%
- Industrials 6%
- Basic Materials 6%
- Energy 3%
- Consumer Staples 3%
- Health Care 3%
- Utilities 2%
- Real Estate 1%
Sector exposure is tilted toward technology at about 32%, followed by telecommunications, financials, and a broad mix of other sectors. This tech‑heavier stance aligns with the strong quality and growth profile seen historically, especially with Alphabet and NVIDIA on top of the ETF. At the same time, the ETF adds exposure to financials, industrials, and consumer businesses that help diversify away from pure tech risk. In practice, a tech‑leaning portfolio can do very well when innovation and risk appetite are strong, but may be hit harder when interest rates rise or markets rotate into more defensive areas, so expect cycles of outperformance and underperformance.
Regions
- Asia Developed 32%
- Asia Emerging 31%
- North America 21%
- Africa/Middle East 7%
- Latin America 6%
- Europe Emerging 2%
Geographically, the portfolio leans heavily into Asia, with roughly two‑thirds split between developed and emerging Asia, plus smaller stakes in Africa/Middle East, Latin America, and emerging Europe. North America still makes up about 21% thanks to Alphabet and NVIDIA, but this is far less US‑centric than common global benchmarks. This global tilt is a positive for diversification, spreading economic and currency exposure across multiple regions. It does, however, mean performance is closely tied to the fortunes of Asian and broader emerging‑markets economies, which can be more volatile and sensitive to global trade and policy shifts than more developed markets.
Market capitalization
- Mega-cap 68%
- Large-cap 25%
- Mid-cap 6%
By market capitalization, the portfolio is dominated by mega‑caps at about 68%, with another quarter in large‑caps and only a small slice in mid‑caps. Mega‑caps are the very largest companies in the market, often global leaders with established businesses and high liquidity. This structure tends to reduce company‑specific blow‑up risk compared with holding lots of small speculative names, but it can still move sharply if sentiment turns against big tech or emerging‑market giants. The limited mid‑cap exposure means you are not heavily tapping into the sometimes higher‑growth, higher‑risk segment of the market, keeping things focused on established players.
True holdings
-
-
23 Taiwan Semiconductor Manufacturing Co. Ltd. 10.85%
Part of fund(s):- iShares MSCI Emerging Markets ETF
-
-
07 Tencent Holdings Ltd 2.96%
Part of fund(s):- iShares MSCI Emerging Markets ETF
-
99 Alibaba Group Holding Ltd 1.92%
Part of fund(s):- iShares MSCI Emerging Markets ETF
-
09 China Construction Bank Corp 0.74%
Part of fund(s):- iShares MSCI Emerging Markets ETF
-
23 Delta Electronics Inc 0.72%
Part of fund(s):- iShares MSCI Emerging Markets ETF
-
HD HDFC Bank Limited 0.70%
Part of fund(s):- iShares MSCI Emerging Markets ETF
-
RE Reliance Industries Limited 0.62%
Part of fund(s):- iShares MSCI Emerging Markets ETF
-
23 Hon Hai Precision Industry Co Ltd 0.57%
Part of fund(s):- iShares MSCI Emerging Markets ETF
- Top 10 total 39.09%
Looking through the ETF’s top holdings, there is limited overlap with your individual stocks: Alphabet and NVIDIA appear only as direct positions. The biggest underlying exposures from the ETF include Taiwan Semiconductor, Tencent, Alibaba, and large financial and industrial names across emerging markets. Because only the ETF’s top‑10 holdings are visible, some overlap or hidden concentration further down the list might not show up here. Still, the current data suggests that single‑name risk is mostly concentrated in Alphabet and NVIDIA, while the ETF spreads its risk across many companies and countries, giving a broad base under a few strong growth bets.
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 a notable very low tilt to Size and a low tilt to Value, with high Quality. Factors are like the underlying “personality traits” of your investments that academic research links to returns. A very low Size score means a strong preference for larger companies, consistent with the mega‑cap tilt. Low Value suggests you lean more toward growth or higher‑valuation names than cheap, out‑of‑favor stocks. High Quality means companies with strong balance sheets and profitability are over‑represented. Together, this pattern implies the portfolio should behave like a large, high‑quality growth portfolio: powerful when growth is rewarded, but potentially more sensitive if markets rotate into cheaper value stocks.
Risk contribution
-
iShares MSCI Emerging Markets ETF
Weight: 80.00% 77.1% -
Alphabet Inc Class A
Weight: 15.00% 15.1% -
NVIDIA Corporation
Weight: 5.00% 7.8%
Risk contribution tells you how much each holding drives overall volatility, which can differ from its weight, like one loud instrument dominating an orchestra. Your emerging‑markets ETF is 80% of the weight and contributes about 77% of the risk, very much in line. Alphabet is 15% of weight and about 15% of risk, also balanced. NVIDIA is only 5% by weight but contributes nearly 8% of the risk, reflecting its higher volatility; it swings more than its size suggests. The main takeaway: risk is reasonably in line with allocations, with one punchy growth name (NVIDIA) adding an extra dash of volatility on the side.
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.
On the efficient frontier chart, your current mix sits very close to the frontier, meaning that for the risk you are taking, the allocation is already quite efficient. The Sharpe ratio of 0.53, which measures return per unit of risk above the risk‑free rate, is slightly lower than the minimum‑variance mix but broadly in line. The optimal Sharpe portfolio shown is extremely high risk and return and not necessarily practical. The main takeaway is reassuring: within these three holdings, the weights are already doing a good job of balancing risk and return, so improvements would be incremental rather than transformational.
Dividends
- iShares MSCI Emerging Markets ETF 2.00%
- Alphabet Inc Class A 0.30%
- Weighted yield (per year) 1.64%
The overall dividend yield is modest at about 1.64%, with most of it coming from the emerging‑markets ETF around 2%, while Alphabet contributes very little and NVIDIA does not feature here. Dividend yield is the yearly cash payout as a percentage of price, and it becomes more important for investors who want income. In this setup, the focus is clearly on total return through price growth rather than current income. That aligns well with a growth‑oriented, aggressive approach, but it does mean cash flows from dividends alone will be limited and not enough to meaningfully cushion market swings.
Ongoing product costs
- iShares MSCI Emerging Markets ETF 0.70%
- Weighted costs total (per year) 0.56%
Total ongoing fund costs, as measured by the Total Expense Ratio (TER), come in around 0.56% per year, with the emerging‑markets ETF at 0.70%. TER is the annual fee charged by a fund as a percentage of your investment, quietly deducted in the background. For an actively tilted emerging‑markets allocation, these costs are on the higher side compared with some of the cheapest index options, but not extreme. Over long periods, even small fee differences can compound, so it is positive that your structure uses a single main fund rather than several overlapping, expensive products, which helps keep overall costs contained.
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