This portfolio has only about 1.3 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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Aggressive Growth Portfolio with High Concentration in Technology and Cryptocurrency

Report created on May 13, 2025

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification
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Positions

This portfolio exhibits a pronounced focus on technology and growth assets, with over 50% allocated to a broad stock market ETF and a significant 31.64% stake in a single technology company. The inclusion of a cryptocurrency ETF further underscores the aggressive growth strategy, while minimal exposure to international markets and a variety of sectors indicates a single-focused diversification approach. This composition suggests a preference for high-risk, high-reward investments, leveraging major positions in technology and emerging asset classes to drive growth.

Growth Info

The historical performance showcases an exceptionally high Compound Annual Growth Rate (CAGR) of 73.71%, though it's accompanied by a substantial maximum drawdown of -33.88%. This volatility is indicative of the portfolio's aggressive stance, with significant gains potentially offset by sharp declines. The fact that 90% of returns came from just 15 days highlights the portfolio's reliance on short-term, high-impact events, underscoring the inherent risk and the need for continuous market monitoring.

Projection Info

Using Monte Carlo simulations to project future performance, the analysis suggests a wide range of outcomes, with the 50th percentile indicating a potential return of 104,678.0%. While these figures are optimistic, it's crucial to remember that Monte Carlo simulations are based on historical data and assumptions that may not accurately predict future market conditions. Investors should view these projections as one of many tools in assessing potential future performance, not guarantees.

Asset classes Info

  • Stocks
    90%
  • Other
    9%

The portfolio's asset allocation leans heavily towards stocks, with a 90% weighting, and a notable 9% in other assets, primarily the cryptocurrency ETF. This distribution reflects the portfolio's aggressive growth strategy but lacks significant diversification across asset classes. Expanding into more asset classes could help mitigate risk without necessarily compromising the growth objective.

Sectors Info

  • Technology
    53%
  • Financials
    7%
  • Consumer Discretionary
    7%
  • Health Care
    6%
  • Telecommunications
    5%
  • Industrials
    4%
  • Consumer Staples
    3%
  • Energy
    2%
  • Real Estate
    1%
  • Utilities
    1%
  • Basic Materials
    1%

With over half of the portfolio invested in technology, the sector allocation underscores the investor's conviction in tech's growth potential. However, this concentration increases vulnerability to sector-specific risks. Broadening the sectoral exposure could enhance resilience against market volatility, ensuring that the portfolio isn't overly dependent on the performance of a single sector.

Regions Info

  • North America
    90%

The geographic allocation is heavily skewed towards North America, with 90% of assets based in this region. This concentration risks exposure to regional economic downturns and misses out on potential growth opportunities in developed and emerging markets outside North America. A more global distribution could provide a buffer against regional volatility and tap into growth in diverse economies.

Market capitalization Info

  • Mega-cap
    58%
  • Large-cap
    17%
  • Mid-cap
    11%
  • Small-cap
    4%
  • Micro-cap
    1%

The portfolio's market capitalization exposure is predominantly in mega and big-cap stocks, which typically offer stability and moderate growth. However, the presence of medium, small, and micro-cap stocks, although minimal, introduces higher volatility and potential for significant gains. Balancing market cap exposure could optimize the trade-off between risk and return.

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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Considering the Efficient Frontier, this portfolio could potentially be optimized for a better risk-return ratio by adjusting the asset allocation. While the current setup emphasizes growth, diversifying across more asset classes and sectors could achieve similar returns with reduced volatility, aligning closer to the Efficient Frontier's ideal of maximizing returns for a given level of risk.

Dividends Info

  • FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS 2.50%
  • Vanguard Information Technology Index Fund ETF Shares 0.60%
  • Vanguard Total Stock Market Index Fund ETF Shares 1.30%
  • Weighted yield (per year) 0.70%

The overall dividend yield of the portfolio is relatively low at 0.70%, reflecting the growth-oriented investment strategy. While dividends contribute to total returns, the focus here is clearly on capital appreciation. Investors seeking income in addition to growth may consider increasing exposure to assets with higher dividend yields.

Ongoing product costs Info

  • FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS 0.04%
  • Vanguard Information Technology Index Fund ETF Shares 0.10%
  • Vanguard Total Stock Market Index Fund ETF Shares 0.03%
  • Weighted costs total (per year) 0.02%

The portfolio benefits from low management costs, with Total Expense Ratios (TER) for the included funds averaging just 0.02%. This efficient cost structure supports better net returns over the long term, indicating that the portfolio is well-positioned to maximize growth without being unduly eroded by fees.

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