This portfolio has only about 1.1 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 growth-focused portfolio with a strong tilt towards technology and momentum ETFs

Report created on Aug 17, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification
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Positions

This portfolio is predominantly invested in ETFs, with a significant emphasis on technology and momentum strategies. The largest allocation is to the Invesco S&P 500® Momentum ETF, indicating a focus on U.S. companies with strong performance trends. The inclusion of both domestic and international momentum ETFs, alongside specific sector ETFs like technology and semiconductors, suggests a strategy aimed at capitalizing on growth trends. However, the presence of cryptocurrency ETFs introduces a higher risk and volatility profile.

Growth Info

The portfolio has experienced a remarkable Compound Annual Growth Rate (CAGR) of 32.69%, outperforming many traditional investment benchmarks. This high return rate is indicative of the portfolio's aggressive growth strategy and its significant exposure to high-volatility sectors like technology and cryptocurrencies. However, the maximum drawdown of -21.74% highlights the potential for substantial short-term losses, reflecting the inherent risks of this investment approach.

Projection Info

Monte Carlo simulations, which project future performance based on historical data, show a wide range of outcomes for this portfolio. With a median projected increase of 4,760.2% and 997 out of 1,000 simulations yielding positive returns, the analysis suggests strong growth potential. However, it's crucial to remember that these projections are speculative and depend heavily on past market conditions, which may not predict future performance accurately.

Asset classes Info

  • Stocks
    86%
  • Other
    14%

The portfolio's asset allocation is heavily skewed towards stocks (86%), with a significant portion in 'Other' (14%), primarily cryptocurrencies. This composition aligns with its growth-oriented strategy but comes with higher risk and volatility compared to more diversified portfolios. The absence of bonds and minimal cash holdings further emphasize the aggressive growth focus but reduce the portfolio's ability to cushion against market downturns.

Sectors Info

  • Technology
    26%
  • Financials
    14%
  • Telecommunications
    9%
  • Consumer Discretionary
    8%
  • Industrials
    7%
  • Consumer Staples
    4%
  • Energy
    2%
  • Basic Materials
    2%
  • Health Care
    1%
  • Utilities
    1%
  • Real Estate
    1%

The sector allocation reveals a heavy concentration in technology (26%), followed by financial services (14%). This concentration in tech-related investments is consistent with a growth-focused strategy, aiming to capitalize on innovation and sector growth. However, this focus increases susceptibility to sector-specific risks, such as regulatory changes or market sentiment shifts, potentially leading to higher volatility.

Regions Info

  • North America
    69%
  • Europe Developed
    9%
  • Japan
    3%
  • Asia Developed
    2%
  • Australasia
    2%
  • Africa/Middle East
    1%

Geographic allocation is predominantly in North America (69%), with modest exposure to developed markets in Europe and Asia. This concentration in developed markets, particularly the U.S., is typical for growth-oriented portfolios seeking to leverage the stability and innovation of these economies. However, the limited exposure to emerging markets may restrict diversification benefits and opportunities for higher growth rates available in these regions.

Market capitalization Info

  • Mega-cap
    42%
  • Large-cap
    28%
  • Mid-cap
    12%
  • Small-cap
    3%

The portfolio's market capitalization breakdown shows a preference for mega (42%) and big (28%) cap stocks, aligning with its momentum strategy that often favors large, established companies with strong performance records. While this can offer stability and consistent growth, the relatively lower allocation to medium, small, and micro caps limits potential for outsized gains from smaller, faster-growing companies.

Redundant positions Info

  • iShares Evolved U.S. Technology ETF
    Invesco S&P 500® Momentum ETF
    iShares Expanded Tech Sector ETF
    High correlation

The high correlation among the iShares Evolved U.S. Technology ETF, Invesco S&P 500® Momentum ETF, and iShares Expanded Tech Sector ETF indicates overlapping investments that may not provide the intended diversification benefits. This redundancy can amplify risks during market downturns, particularly in the technology sector, suggesting a need to reevaluate asset allocation for better 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.

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The current portfolio's expected return is impressive, yet there's room for optimization, particularly by addressing the high correlation among certain assets. Reducing overlap can enhance diversification without sacrificing the growth-focused strategy. Achieving an optimal balance between risk and return, as suggested by the Efficient Frontier analysis, could potentially increase the portfolio's expected return to 36.38% while managing risk more effectively.

Dividends Info

  • Avantis® International Small Cap Value ETF 3.70%
  • Invesco S&P International Developed Momentum ETF 1.90%
  • iShares Evolved U.S. Technology ETF 0.40%
  • iShares Expanded Tech Sector ETF 0.20%
  • VanEck Semiconductor ETF 0.40%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Weighted yield (per year) 0.79%

The portfolio's overall dividend yield is relatively low at 0.79%, which is expected given its growth and technology orientation. Growth stocks typically reinvest earnings rather than pay dividends, aligning with the portfolio's strategy. However, investors seeking income in addition to growth might consider diversifying to include assets with higher dividend yields.

Ongoing product costs Info

  • Avantis® International Small Cap Value ETF 0.36%
  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • Invesco S&P International Developed Momentum ETF 0.25%
  • iShares Evolved U.S. Technology ETF 0.18%
  • iShares Expanded Tech Sector ETF 0.41%
  • VanEck Semiconductor ETF 0.35%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Weighted costs total (per year) 0.22%

With a Total Expense Ratio (TER) of 0.22%, the portfolio is efficiently managed in terms of costs, which is commendable. Lower costs mean more of the portfolio's returns are retained by the investor, which is crucial for long-term growth. This efficiency is a strong point, particularly given the high-cost nature of some specialized ETFs.

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