A growth-oriented portfolio with a strategic focus on momentum and value across global markets
Report created on Nov 4, 2025Risk profile
5/7
Diversification profile
4/5
Positions
-
SP Invesco S&P 500® Momentum ETF
SPMO - US46138E3392 30.00% -
ID Invesco S&P International Developed Momentum ETF
IDMO - US46138E2220 25.00% -
SC Schwab U.S. Large-Cap Growth ETF
SCHG - US8085243009 20.00% -
AV Avantis® U.S. Small Cap Value ETF
AVUV - US0250728773 15.00% -
AV Avantis® International Small Cap Value ETF
AVDV - US0250728021 10.00%
This portfolio showcases a strategic allocation with 55% in momentum ETFs across U.S. and international developed markets, and 25% in U.S. large-cap growth, complemented by 25% in small-cap value ETFs, split between U.S. and international. This mix aims to capture growth through market trends and value in smaller companies, indicating a proactive approach to both growth and diversification. The exclusive focus on stocks, without bonds or other asset classes, aligns with a growth-oriented risk profile but may increase volatility.
Growth
With a historical Compound Annual Growth Rate (CAGR) of 19.11% and a maximum drawdown of -34.38%, the portfolio has demonstrated strong growth potential albeit with significant volatility. The days contributing most to returns highlight the impact of short-term gains, which is characteristic of momentum strategies. However, past performance, especially in momentum investing, may not always predict future results, and such high returns can come with increased risk.
Projection
Monte Carlo simulations, which use historical data to project future outcomes, suggest a wide range of potential portfolio values, with a median increase of 811.9%. While these simulations provide a broad view of potential outcomes, they inherently carry limitations as they cannot account for unforeseen market shifts or black swan events. Thus, while encouraging, these projections should be viewed as one of many tools in assessing future potential.
Asset classes
- Stocks 100%
The portfolio's allocation is solely in stocks, maximizing growth potential but also increasing exposure to market volatility. This singular focus on equities is suitable for investors with a high-risk tolerance and a long-term investment horizon. Diversification across asset classes, such as including bonds or real estate, could offer risk mitigation during stock market downturns.
Sectors
- Financials 25%
- Technology 23%
- Industrials 14%
- Telecommunications 10%
- Consumer Discretionary 9%
- Consumer Staples 5%
- Basic Materials 4%
- Energy 4%
- Health Care 3%
- Utilities 2%
- Real Estate 1%
The sector allocation leans heavily towards Financial Services and Technology, comprising nearly half of the portfolio. This concentration in sectors known for volatility but also significant growth potential reflects the portfolio's aggressive growth stance. However, the limited exposure to more defensive sectors like Healthcare and Utilities could mean less cushioning during market downturns.
Regions
- North America 71%
- Europe Developed 18%
- Japan 5%
- Australasia 2%
- Asia Developed 2%
- Africa/Middle East 1%
With a 71% allocation to North America and significant exposure to developed European markets, the portfolio is positioned to benefit from the stability and growth potential in these regions. However, the negligible presence in emerging markets may limit exposure to high-growth opportunities outside the developed world, potentially missing out on diversification benefits and growth drivers in these economies.
Market capitalization
- Mega-cap 41%
- Large-cap 26%
- Mid-cap 13%
- Small-cap 11%
- Micro-cap 8%
The mix of market capitalizations, with a bias towards mega and big-cap stocks, suggests a tilt towards stability and established companies, likely to mitigate some volatility. However, the meaningful allocation to small and micro-cap stocks introduces higher growth potential with added risk, aligning with the portfolio’s overall growth-oriented strategy.
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.
Considering the Efficient Frontier, this portfolio appears well-positioned for growth investors, balancing risk and return effectively within its chosen assets. However, true optimization might require revisiting asset correlations and diversification across asset classes, sectors, and geographies to ensure the best possible risk-return trade-off.
Dividends
- Avantis® International Small Cap Value ETF 3.40%
- Avantis® U.S. Small Cap Value ETF 1.70%
- Invesco S&P International Developed Momentum ETF 1.70%
- Schwab U.S. Large-Cap Growth ETF 0.30%
- Invesco S&P 500® Momentum ETF 0.60%
- Weighted yield (per year) 1.26%
The dividend yield across the portfolio averages 1.26%, with higher yields from the small-cap value ETFs. While not the focus of this growth-oriented strategy, dividends contribute to total returns and provide a modest income stream, which can be particularly beneficial during market downturns or for reinvestment to compound growth.
Ongoing product costs
- Avantis® International Small Cap Value ETF 0.36%
- Avantis® U.S. Small Cap Value ETF 0.25%
- Invesco S&P International Developed Momentum ETF 0.25%
- Schwab U.S. Large-Cap Growth ETF 0.04%
- Invesco S&P 500® Momentum ETF 0.13%
- Weighted costs total (per year) 0.18%
The portfolio's average Total Expense Ratio (TER) of 0.18% is impressively low, especially given the specialized nature of the ETFs. Lower costs directly improve net returns, a crucial factor in long-term investment performance. This efficiency in managing costs is commendable and supports the portfolio's growth objectives.
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