A growth-oriented single ETF portfolio with a strong tilt towards technology and North America
Report created on Aug 22, 2025Risk profile
5/7
Diversification profile
4/5
Positions
-
SC Xtrackers Scalable MSCI AC World Xtrackers UCITS ETF 1C
SCWX - LU2903252349 100.00%
This portfolio is entirely invested in the Xtrackers Scalable MSCI AC World Xtrackers UCITS ETF 1C, offering broad diversification across sectors and geographies within a single asset class—stocks. The ETF's composition, with significant weightings in technology and financial services, reflects a growth-focused strategy. The diversification score and portfolio risk score indicate a balance between seeking growth and managing risk, albeit with a higher risk appetite. Such a concentrated position in one ETF, while streamlined, places emphasis on the performance and strategy of that ETF.
Growth
Historically, the portfolio has achieved a Compound Annual Growth Rate (CAGR) of 4.10%, with a maximum drawdown of -21.77%. These figures suggest moderate growth with significant volatility. The single day contributing to 90% of returns highlights the impact of extreme market movements on portfolio performance. This historical performance, compared to broader market benchmarks, may reflect the portfolio's heavy allocation to high-growth sectors like technology, which can be more volatile.
Projection
Monte Carlo simulations, using historical data to project future outcomes, suggest a wide range of potential portfolio values. The 5th percentile outcome at -56.9% indicates a significant risk of loss, while the median (50th percentile) projection of 42.9% growth and a 67th percentile projection at 93.9% offer optimistic scenarios. However, these projections, based on past performance, cannot guarantee future results and should be viewed as one of many tools in evaluating potential investment outcomes.
Asset classes
- Stocks 100%
The portfolio's allocation is exclusively in stocks, providing high growth potential but also higher volatility compared to portfolios with mixed asset classes such as bonds or real estate. This single-asset class approach simplifies the investment strategy but lacks the risk mitigation benefits that diversification across different asset classes can offer, especially during stock market downturns.
Sectors
- Technology 27%
- Financials 17%
- Industrials 10%
- Consumer Discretionary 10%
- Health Care 9%
- Telecommunications 9%
- Consumer Staples 6%
- Energy 4%
- Basic Materials 3%
- Utilities 3%
- Real Estate 2%
Sector allocation is heavily weighted towards technology and financial services, making the portfolio susceptible to sector-specific risks and volatility. However, these sectors often lead market growth, aligning with the portfolio's growth objectives. The presence in industrials, consumer cyclicals, and healthcare sectors adds some diversification, but the concentration in tech and finance underscores the portfolio's aggressive growth stance.
Regions
- North America 67%
- Europe Developed 15%
- Asia Emerging 5%
- Japan 5%
- Asia Developed 4%
- Australasia 2%
- Africa/Middle East 1%
- Latin America 1%
The portfolio's geographic exposure is predominantly in North America (67%), with smaller allocations across developed Europe, Asia, and other regions. This geographic distribution reflects a strong bias towards the stability and growth potential of developed markets, particularly the U.S. However, the limited exposure to emerging markets and Europe Emerging may restrict opportunities for diversification and growth in these dynamic regions.
Market capitalization
- Mega-cap 48%
- Large-cap 35%
- Mid-cap 16%
With 48% in mega-cap, 35% in large-cap, and 16% in mid-cap stocks, the portfolio leans heavily towards companies with large market capitalizations, which are typically less volatile than smaller companies. This allocation supports the portfolio's growth strategy while mitigating some risk. However, the absence of small-cap stocks limits potential for high returns from this more volatile, yet potentially rewarding, segment.
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