This portfolio has only about 3 months 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.

Highly speculative portfolio with a strong focus on healthcare and precious metals

Report created on Aug 23, 2025

Risk profile Info

7/7
Speculative
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification

Positions

This portfolio is heavily concentrated in a few high-risk common stocks, with 40% in Oscar Health Inc, and significant positions in Sharplink Gaming Ltd and Bitmine Immersion Technologies Inc. Additionally, it includes allocations to precious metals through the SPDR® Gold Shares and iShares Silver Trust ETFs. The diversification is minimal, with an 80% allocation to stocks and 20% to other asset classes, primarily precious metals. This single-focused approach heightens the risk profile, as evidenced by the portfolio's speculative classification and high risk score.

Growth Info

Historically, this portfolio has shown an extraordinary compound annual growth rate (CAGR) of 431.36%, which is highly unusual and suggests extreme volatility. The maximum drawdown of -53.46% underscores the high-risk nature of the investments. Notably, the portfolio's performance is heavily skewed, with just two days accounting for 90% of returns, indicating that the high returns are not consistent or reliable.

Projection Info

Monte Carlo simulations, using historical data to project future outcomes, show a bleak outlook for this portfolio, with all simulations resulting in a -100% loss. This suggests that the current asset allocation is extremely risky, potentially leading to total capital loss. While historical performance has been remarkable, the simulations highlight the unsustainable nature of such returns.

Asset classes Info

  • Stocks
    80%
  • Other
    20%

The portfolio's asset allocation is heavily weighted towards stocks (80%), with a significant portion in high-risk sectors. The remaining 20% is invested in precious metals, which can serve as a hedge against inflation and market volatility but does not sufficiently mitigate the risks inherent in the stock selections. This imbalance underscores the speculative nature of the portfolio.

Sectors Info

  • Health Care
    40%
  • Consumer Discretionary
    20%
  • Financials
    10%
  • Technology
    5%
  • Consumer Staples
    5%

The sectoral allocation is concentrated, with 40% in healthcare, 20% in consumer cyclicals, and smaller allocations to financial services, technology, and consumer defensive sectors. This concentration, especially the heavy investment in healthcare, increases the portfolio's exposure to sector-specific risks and reduces the potential benefits of diversification.

Regions Info

  • North America
    80%

Geographically, the portfolio is heavily weighted towards North America (80%), limiting exposure to potential growth in other regions and increasing vulnerability to regional economic downturns. This geographic concentration can hinder performance during periods of localized economic stress.

Market capitalization Info

  • Mid-cap
    70%
  • Large-cap
    10%
  • No data
    10%

The market capitalization exposure is predominantly medium (70%), with minor allocations to big and unknown sizes. This skew towards medium-cap stocks, which are often more volatile and riskier than large-cap stocks, further amplifies the portfolio's speculative nature.

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 portfolio's current composition and its alignment with the Efficient Frontier, there's significant room for optimization. The goal should be to achieve a better risk-return ratio by diversifying across more asset classes, sectors, and geographies. This could potentially reduce volatility and improve long-term returns without necessarily sacrificing growth potential.

Ongoing product costs Info

  • SPDR® Gold Shares 0.40%
  • iShares Silver Trust 0.50%
  • Weighted costs total (per year) 0.09%

The portfolio's costs, primarily from the ETFs (SPDR® Gold Shares and iShares Silver Trust), are relatively low, with a total expense ratio (TER) of 0.09%. While cost efficiency is a positive aspect, it is overshadowed by the portfolio's high risk and speculative nature.

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