Momentum junkie world index hugger with a secret crypto gambling compartment
Report created on Mar 23, 2026Risk profile
4/7
Diversification profile
4/5
Positions
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VW Vanguard FTSE All-World UCITS ETF USD Accumulation
VWCE - IE00BK5BQT80 74.70% -
BT Bitcoin
BTC 19.46% -
WE Amundi Prime All Country World UCITS ETF Acc EUR
WEBN - IE0003XJA0J9 5.84%
Structurally this thing is basically one big global equity tracker with a Bitcoin side quest stapled on. About three quarters is a vanilla world ETF, a tiny sliver is a near-duplicate world ETF, and the remaining chunk is “let’s see what happens” in crypto. It’s like building a sensible family car and then bolting a rocket engine to the roof for fun. The result is not exactly sophisticated diversification, it’s “90% boring grown‑up, 10% chaos goblin.” The general takeaway: either embrace simple global equity or embrace speculation, but pretending this is balanced because of a risk score is a stretch.
Growth
Performance-wise, you basically hugged the global market and then let Bitcoin flip a coin for a tiny edge. CAGR – that’s the average yearly growth rate – sits just above the global benchmark, but far behind the US market rocket over this short window. Max drawdown of around -20% shows you’re fully signed up for proper equity pain, with crypto adding a bit of spice. And needing just five days to make 90% of returns screams “blink and you miss it.” Past data is like yesterday’s weather: useful to know, but not a forecast. So far it’s fine, not genius, not disaster.
Projection
The Monte Carlo simulation – basically a “rerun history 1,000 different crazy ways” machine – paints a wild future. Median outcome more than triples money in 10 years, the upside tail looks fantastic, and the ugly 5th percentile still hacks your capital in half. That’s what you get when you mix global equities with a volatile sidekick like Bitcoin. But the entire thing is built on not even two years of data, which is like predicting your lifetime personality from one weekend. Takeaway: the projections are entertaining, not instructions from the universe. Expect a bumpy ride, not a smooth glide.
Asset classes
- Stocks 80%
- Crypto 19%
Asset class “diversification” here is basically two buttons: stocks and Bitcoin, with stocks at 80% and crypto just under 20%. No bonds, no defensive ballast, just full-on risk assets and one especially hyperactive one. Calling this “Balanced” is generous; it’s more “equity-heavy with an optional heart attack attached.” If the aim is long-term growth with stomach-churning drawdowns, this is right on brand. If the hope was stable, predictable wealth building, then missing safer assets is like going on a road trip and deliberately not packing brakes. It works… until it very much doesn’t.
Sectors
- Technology 22%
- Crypto 19%
- Financials 14%
- Industrials 9%
- Consumer Discretionary 8%
- Telecommunications 7%
- Health Care 7%
- Consumer Staples 4%
- Basic Materials 3%
- Energy 3%
- Utilities 2%
- Real Estate 2%
Sector-wise, tech leads the cult at 22%, and Bitcoin grabs its own 19% line as the chaos sector. Financials, industrials, consumer cyclicals, communications, and healthcare follow in a pretty index-like spread. So underneath the crypto cosplay, this is largely a generic global equity sector mix with an extra tech tilt. The risk is obvious: tech plus Bitcoin equals your portfolio mood being set by the same growth-and-hype cycle. When risk-on is in fashion, you’ll look like a genius; when it isn’t, you’ll be learning new definitions of “drawdown” the hard way.
Regions
- North America 51%
- Europe Developed 12%
- Japan 5%
- Asia Emerging 5%
- Asia Developed 4%
- Australasia 1%
- Africa/Middle East 1%
- Latin America 1%
Geographically, this screams “America is the main character,” with over half in North America and only modest exposure elsewhere. Europe, Japan, and the rest of the world show up mostly to pad the brochure and pretend this is globally thoughtful. It’s standard for global indexes, but still: if the US stumbles, this thing catches a proper cold. On the flip side, you’re not doing any weird home-country obsession, which is surprisingly sensible. Just don’t kid yourself – the “world” here is code for “mostly the US with a supporting cast of everyone else.”
Market capitalization
- Mega-cap 39%
- Large-cap 28%
- Mid-cap 13%
Market cap exposure leans hard into the megacap celebrity ecosystem: 39% mega, 28% big, 13% mid, and the rest dribbling into smaller stuff via the index. So you’re basically betting that the current dominant giants keep being dominant. That’s comfy until leadership changes, then you’re the last one still rocking last decade’s playlist. There’s almost no deliberate tilt to smaller companies that might behave differently in certain cycles. The upside is lower single-stock blow-up risk; the downside is you live and die by the mood of a few trillion-dollar names already priced like they can walk on water.
True holdings
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NV NVIDIA Corporation 3.43%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Vanguard FTSE All-World UCITS ETF USD Accumulation
-
AA Apple Inc 3.17%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Vanguard FTSE All-World UCITS ETF USD Accumulation
-
MS Microsoft Corporation 2.39%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Vanguard FTSE All-World UCITS ETF USD Accumulation
-
AM Amazon.com Inc 1.65%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Vanguard FTSE All-World UCITS ETF USD Accumulation
-
GO Alphabet Inc Class A 1.49%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Vanguard FTSE All-World UCITS ETF USD Accumulation
-
23 Taiwan Semiconductor Manufacturing Co. Ltd. 1.27%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Vanguard FTSE All-World UCITS ETF USD Accumulation
-
AV Broadcom Inc 1.22%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Vanguard FTSE All-World UCITS ETF USD Accumulation
-
GO Alphabet Inc Class C 1.21%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Vanguard FTSE All-World UCITS ETF USD Accumulation
-
ME Meta Platforms Inc. 1.16%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- Vanguard FTSE All-World UCITS ETF USD Accumulation
-
TS Tesla Inc 0.94%
Part of fund(s):- Amundi Prime All Country World UCITS ETF Acc EUR
- LS 1x Tesla Tracker ETP Securities GBP
- Vanguard FTSE All-World UCITS ETF USD Accumulation
- Top 10 total 17.92%
The look-through holdings are a greatest-hits playlist of megacap darlings: NVIDIA, Apple, Microsoft, Amazon, Alphabet, Meta, Tesla, etc. You don’t hold single stocks, but you’re definitely worshipping at the altar of the same few giants through multiple ETFs. Overlap is clearly there even though only top-10 positions are counted, so the true duplication is higher. It’s like ordering two different “world” pizzas and then acting surprised they both come with cheese and pepperoni. Hidden concentration means your fate is more tied to a handful of big names than the word “All-World” suggests.
Factors
Factor exposure – the hidden “flavor profile” of the portfolio – shouts momentum and a bit of size tilt. Momentum at 43% means you’re heavily riding whatever’s been working lately, like showing up late to every party but still trying to dance in the center. Size tilt suggests you’re not exclusively in the ultra-giants, but still nothing extreme. With low signal coverage overall, this isn’t finely engineered; it looks more like an accidental momentum-chaser built out of cap-weighted indexes plus volatile crypto. Leaning into momentum with no explicit quality or low-vol cushion is like driving fast because “it’s been fine so far.”
Risk contribution
-
Vanguard FTSE All-World UCITS ETF USD Accumulation
Weight: 74.70% 55.1% -
Bitcoin
Weight: 19.46% 40.7% -
Amundi Prime All Country World UCITS ETF Acc EUR
Weight: 5.84% 4.2%
Risk contribution – who’s actually shaking the portfolio, not just sitting there looking big – is brutally clear. Bitcoin is under 20% of weight but over 40% of total risk, with a risk-to-weight ratio above 2. That’s the loud drunk at the party dominating the conversation while the sensible global ETF does the quiet heavy lifting. The two world ETFs together carry most of the rest, with no real diversification benefit between them. If surprises are unwelcome, trimming whatever is contributing massively more risk than weight is one of the simplest ways to dial down chaos without changing the core idea.
Redundant positions
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High correlationAmundi Prime All Country World UCITS ETF Acc EURVanguard FTSE All-World UCITS ETF USD Accumulation
Correlation just tells you which holdings tend to move together – like how your mood and your coffee intake are suspiciously linked. Here, the two world equity ETFs are almost clones, so of course they move in lockstep and bring basically no diversification between them. Add Bitcoin as the wild card, and you’ve got “one big equity bet plus a side gamble,” not a carefully uncorrelated orchestra. When things go south in global risk assets, both the world ETFs and Bitcoin are perfectly capable of dropping in ugly harmony. Correlated pain is still pain, just more synchronized.
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.
On the risk–return chart, you’re actually sitting on the efficient frontier, which means you’re not totally wasting risk. The Sharpe ratio – return per unit of pain – isn’t the highest possible with these ingredients, but it’s decent. The optimal mix of your existing holdings slightly lowers risk and boosts Sharpe; a same-risk “optimized” setup shows how insane it could get if you really dialed volatility up. The big picture: with just three holdings and high correlations, there’s only so much magic reweighting can do. You’re not disastrously inefficient, just intentionally living in the “spicy but not insane” corner.
Ongoing product costs
- Vanguard FTSE All-World UCITS ETF USD Accumulation 0.19%
- Weighted costs total (per year) 0.14%
Costs are almost suspiciously low. A total TER around 0.14–0.19% is basically pocket change in ETF land. You’ve somehow avoided the trap of shiny, overpriced products and ended up with cheap, boring stuff – which is usually what actually works. Fees are the slow leak in the portfolio tire, and you’ve mostly patched that. The only real jab here is that you’re paying twice for two overlapping world trackers for no meaningful added benefit. It’s like buying two identical streaming subscriptions and then being proud of your frugality. Clean it up and it gets even leaner.
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