A growth-focused portfolio with a strong tech orientation and global diversification

Report created on Sep 25, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

This portfolio showcases a strategic blend of ETFs and a significant position in NVIDIA Corporation, emphasizing growth and technology. The allocation to Vanguard's S&P 500, Total International Stock, and Total Stock Market ETFs provides a broad market exposure, while the Global X Artificial Intelligence & Technology ETF and AOT Growth and Innovation ETF underscore a tech-centric approach. NVIDIA, a heavyweight in the tech sector, adds a direct stock investment dimension, enhancing potential for growth but also introducing concentrated risk.

Growth Info

With a Compound Annual Growth Rate (CAGR) of 27.88% and a maximum drawdown of -24.68%, this portfolio has demonstrated robust growth with significant volatility. The days contributing to 90% of returns highlight the impact of short-term gains, suggesting a reliance on market momentum. While past performance is impressive, it's crucial to remember it doesn't guarantee future results. Comparing these metrics to benchmarks could provide further insight into risk-adjusted returns.

Projection Info

Monte Carlo simulations, projecting 1,000 scenarios, suggest a wide range of outcomes with a median potential growth of 6,937.3%. This analysis helps gauge the portfolio's resilience against market fluctuations, though it's based on historical data and assumptions, not certainties. The high percentile outcomes indicate substantial growth potential, but investors should be prepared for variability and understand the limitations of predictive models.

Asset classes Info

  • Stocks
    99%
  • Cash
    1%

The portfolio's 99% allocation to stocks, with a minimal cash reserve, aligns with its growth profile but underscores a high-risk stance. Diversification across asset classes could mitigate risk, suggesting a review of alternatives like bonds or real estate could provide a more balanced risk-return profile.

Sectors Info

  • Technology
    43%
  • Financials
    13%
  • Consumer Discretionary
    9%
  • Telecommunications
    9%
  • Industrials
    8%
  • Health Care
    6%
  • Consumer Staples
    4%
  • Energy
    2%
  • Basic Materials
    2%
  • Utilities
    2%
  • Real Estate
    2%

A 43% allocation to technology, alongside other sectors, reflects a conviction in tech-driven growth but also exposes the portfolio to sector-specific risks, such as regulatory changes or market sentiment shifts. Diversifying across additional sectors could reduce volatility without significantly compromising growth potential.

Regions Info

  • North America
    72%
  • Europe Developed
    10%
  • Asia Emerging
    5%
  • Asia Developed
    5%
  • Japan
    4%
  • Latin America
    1%
  • Australasia
    1%
  • Africa/Middle East
    1%

With 72% exposure to North America and diversified international holdings, the portfolio benefits from global market dynamics. However, the limited exposure to emerging markets and Europe Emerging may overlook growth opportunities in these regions, suggesting a potential area for diversification.

Market capitalization Info

  • Mega-cap
    52%
  • Large-cap
    29%
  • Mid-cap
    14%
  • Small-cap
    3%
  • Micro-cap
    1%

The focus on mega and big-cap stocks (81%) supports stability and growth, backed by established companies. However, the modest allocation to medium, small, and micro-caps limits exposure to high-growth potential firms, which could be pivotal in a growth-oriented portfolio.

Redundant positions Info

  • Vanguard S&P 500 ETF
    Vanguard Total Stock Market Index Fund ETF Shares
    High correlation

The high correlation between Vanguard's S&P 500 and Total Stock Market ETFs indicates overlapping exposures, which may dilute diversification benefits. Rebalancing to reduce redundancy could enhance the portfolio's efficiency by optimizing risk-adjusted returns.

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.

Utilizing the Efficient Frontier could identify an optimal asset mix, maximizing returns for a given risk level. The current focus on growth and technology is evident, but there's room to refine the allocation to improve the risk-return profile, especially by addressing highly correlated assets.

Dividends Info

  • Global X Artificial Intelligence & Technology ETF 0.10%
  • Vanguard S&P 500 ETF 1.10%
  • Vanguard Total Stock Market Index Fund ETF Shares 1.10%
  • Vanguard Total International Stock Index Fund ETF Shares 2.80%
  • Weighted yield (per year) 1.16%

The overall dividend yield of 1.16% suggests that income generation is not a primary goal, aligning with the portfolio's growth focus. However, dividends can offer a steady income stream and potential for reinvestment, which might be worth considering for long-term compounding effects.

Ongoing product costs Info

  • Global X Artificial Intelligence & Technology ETF 0.68%
  • AOT Growth and Innovation ETF 0.75%
  • Vanguard S&P 500 ETF 0.03%
  • Vanguard Total Stock Market Index Fund ETF Shares 0.03%
  • Vanguard Total International Stock Index Fund ETF Shares 0.05%
  • Weighted costs total (per year) 0.20%

The varying expense ratios, from 0.03% for Vanguard ETFs to 0.75% for the AOT Growth and Innovation ETF, impact net returns. Focusing on cost-efficient investments can significantly enhance long-term growth, given the cumulative effect of fees on investment returns.

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