A growth-focused portfolio with a strong tilt towards financial services and technology

Report created on Aug 24, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio is characterized by its equal-weighted allocation across ten stocks, each representing 10% of the total investment. The composition is heavily skewed towards financial services and technology, with these two sectors alone accounting for 70% of the portfolio. The remaining 30% is spread across communication services, consumer defensive, and energy sectors. Such a distribution indicates a moderate level of diversification, with a significant concentration in specific industries that could influence the portfolio's volatility and performance.

Growth Info

The historical performance of this portfolio, with a Compound Annual Growth Rate (CAGR) of 18.37% and a maximum drawdown of -21.79%, showcases its growth potential amidst volatility. The days contributing to 90% of returns being limited to just 17 suggests that the portfolio's gains are highly concentrated in brief periods, highlighting the importance of timing in investments. This performance, especially the high CAGR, aligns with the portfolio's growth-oriented risk classification but also emphasizes the need for risk tolerance due to significant drawdowns.

Projection Info

Monte Carlo simulations, using 1,000 iterations, project a wide range of outcomes for this portfolio, from a 5th percentile loss of -17.6% to a 67th percentile gain of 973.9%. The median outcome suggests a 510.3% return, with 939 simulations indicating positive returns. This analysis underscores the portfolio's potential for substantial growth while also highlighting the inherent risks and volatility. It's crucial to understand that such projections are based on historical data, which can't guarantee future performance.

Asset classes Info

  • Stocks
    100%

The portfolio's asset allocation is entirely in stocks, which is typical for growth-oriented portfolios seeking higher returns. However, this concentration in a single asset class increases exposure to market volatility and sector-specific risks. Diversifying across different asset classes, such as bonds or real estate, could provide a buffer against stock market fluctuations, potentially smoothing out returns over time.

Sectors Info

  • Financials
    50%
  • Technology
    20%
  • Telecommunications
    10%
  • Consumer Staples
    10%
  • Energy
    10%

With 50% of the portfolio in financial services and 20% in technology, there's a clear emphasis on sectors that can offer high growth but also come with higher volatility. The financial sector's performance is closely tied to economic cycles, while technology can be susceptible to rapid shifts in investor sentiment. Balancing these with investments in more stable sectors, like consumer defensive or energy, could mitigate risk without significantly compromising growth potential.

Regions Info

  • North America
    90%
  • Asia Emerging
    10%

The geographic allocation is heavily weighted towards North America (90%), with a minor allocation to Asia Emerging markets (10%). This concentration may limit exposure to global growth opportunities and increase susceptibility to regional economic downturns. Increasing investments in other regions could enhance diversification, potentially reducing risk and tapping into growth in emerging markets.

Market capitalization Info

  • Mega-cap
    70%
  • Large-cap
    20%
  • No data
    10%

The portfolio's focus on mega (70%) and big (20%) cap stocks suggests a preference for established, large-scale companies, likely chosen for their stability and potential for steady growth. However, the inclusion of unknown market caps (10%) could introduce unpredictability. Balancing the portfolio with small or mid-cap stocks might offer higher growth potential and further diversification benefits.

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.

Optimizing this portfolio using the Efficient Frontier could identify an asset allocation that offers the best possible risk-return ratio based on current holdings. This method might suggest reallocating investments to achieve a more efficient portfolio, potentially enhancing returns for a given level of risk. However, it's important to remember that such optimizations are theoretical and based on historical data, which may not predict future performance accurately.

Dividends Info

  • Brookfield Corp 0.50%
  • Blackstone Group Inc 2.50%
  • Alphabet Inc Class A 0.40%
  • JPMorgan Chase & Co. 4.20%
  • Morgan Stanley 2.60%
  • Philip Morris International Inc 3.10%
  • Taiwan Semiconductor Manufacturing 1.20%
  • Exxon Mobil Corp 2.70%
  • Weighted yield (per year) 1.72%

The portfolio's average dividend yield of 1.72% contributes to total returns, adding a component of income alongside capital appreciation. While not the primary focus for growth investors, dividends can offer a modest buffer during market downturns. Reinvesting these dividends could compound growth over time, though investors might also consider higher-yielding investments for a better balance between growth and income.

What next?

Ready to invest in this portfolio?

Select a broker that fits your needs and watch for low fees to maximize your returns.

Select broker

Create your own report?

Analyze your portfolio

Join our community!

Join Discord

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.

Instrument logos provided by Elbstream.

Help us improve Insightfolio

Your feedback makes a difference! Share your thoughts in our quick survey. Take the survey