This portfolio has only about 1.1 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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Growth-oriented portfolio with high tech and cryptocurrency exposure

Report created on Aug 15, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification
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Positions

This portfolio showcases a strong tilt towards technology and emerging asset classes, with significant allocations in cybersecurity, semiconductors, and cryptocurrencies. The Vanguard Total World Stock Index Fund ETF, making up 30% of the portfolio, provides broad market exposure, balancing the specialized investments in tech and crypto represented by the other components. The diversification is moderate, reflecting a focused strategy rather than a wide-ranging asset allocation. This approach indicates a preference for growth sectors, coupled with a higher tolerance for risk and volatility.

Growth Info

Historically, the portfolio has demonstrated impressive growth, with a Compound Annual Growth Rate (CAGR) of 31.76%. This performance is notable, especially when considering the maximum drawdown was -15.89%, suggesting resilience in volatile markets. The days contributing most to the returns are relatively few, highlighting the portfolio's reliance on significant market movements for gains. This historical performance, while strong, should be viewed with caution, as past success does not guarantee future results.

Projection Info

Monte Carlo simulations, using historical data to forecast future outcomes, suggest a wide range of potential returns, with a median increase of 8,839.4%. This optimistic projection underscores the portfolio's growth potential but also reflects the inherent uncertainty in such high-growth areas as technology and cryptocurrencies. It's important to remember that these simulations are theoretical and actual future performance may vary significantly.

Asset classes Info

  • Stocks
    89%
  • Other
    10%
  • Cash
    1%

The portfolio's asset allocation leans heavily towards stocks (89%), with a minor allocation to other asset classes, including cryptocurrencies (10%). This composition is aligned with the portfolio’s growth-oriented strategy but comes with increased volatility and risk. Diversifying across more asset classes could provide a buffer against market downturns, potentially smoothing out returns over time.

Sectors Info

  • Technology
    50%
  • Industrials
    22%
  • Financials
    5%
  • Consumer Discretionary
    3%
  • Health Care
    3%
  • Telecommunications
    2%
  • Consumer Staples
    2%
  • Basic Materials
    1%
  • Energy
    1%
  • Real Estate
    1%
  • Utilities
    1%

Sector analysis reveals a heavy concentration in technology, making up half of the portfolio. This concentration enhances the portfolio's growth prospects but also increases its susceptibility to sector-specific risks. The inclusion of industrials, financial services, and other sectors provides some balance, but the dominant tech exposure defines the portfolio's performance characteristics.

Regions Info

  • North America
    45%
  • Europe Developed
    9%
  • Asia Developed
    2%
  • Asia Emerging
    2%
  • Africa/Middle East
    1%

Geographically, the portfolio is heavily weighted towards North America (45%), with limited exposure to developed Europe (9%) and minimal allocations to Asia and other regions. This concentration in North American markets, particularly the U.S., leverages the region's technological innovation but also exposes the portfolio to regional economic and political risks.

Market capitalization Info

  • Large-cap
    37%
  • Mega-cap
    25%
  • Mid-cap
    20%
  • Small-cap
    7%
  • Micro-cap
    1%

The market capitalization breakdown shows a preference for big (37%) and mega-cap (25%) companies, likely reflecting investments in established tech giants. Medium-cap stocks (20%) add growth potential, while small and micro-caps (8% combined) introduce higher risk and possible higher returns. This mix supports the portfolio's growth focus but could benefit from greater small and micro-cap exposure to enhance diversification and return potential.

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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The analysis suggests that an optimized portfolio with the same risk level could achieve an expected return of 60.43%, significantly higher than the current projection. This optimization emphasizes the potential for adjusting asset allocation to enhance returns without increasing risk. Investors might consider rebalancing towards assets or sectors with higher expected returns or lower correlation to achieve a more efficient risk-return profile.

Dividends Info

  • First Trust NASDAQ Cybersecurity ETF 0.30%
  • Global X Funds 0.20%
  • iShares Semiconductor ETF 0.70%
  • Vanguard Total World Stock Index Fund ETF Shares 1.70%
  • Weighted yield (per year) 0.75%

The overall dividend yield of the portfolio stands at 0.75%, reflecting its growth orientation over income generation. This yield is modest, as expected from a portfolio focused on sectors like technology and cryptocurrencies, which typically reinvest profits for growth rather than distribute them as dividends. For investors seeking income, diversifying into higher-yielding assets could be beneficial.

Ongoing product costs Info

  • First Trust NASDAQ Cybersecurity ETF 0.59%
  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • Global X Funds 0.50%
  • iShares Semiconductor ETF 0.35%
  • Vanguard Total World Stock Index Fund ETF Shares 0.07%
  • iShares Ethereum Trust ETF 0.25%
  • Weighted costs total (per year) 0.33%

The portfolio's Total Expense Ratio (TER) averages 0.33%, which is reasonable given the specialized nature of some components. Notably, the Vanguard Total World Stock Index Fund ETF contributes to cost efficiency with a low TER of 0.07%. Reducing costs in higher-fee funds, where possible, could improve long-term returns by minimizing drag on performance.

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