A growth-oriented portfolio with a strong focus on momentum and value across global markets

Report created on Nov 4, 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 is characterized by a significant emphasis on equities, with a 45% allocation in the Invesco S&P 500® Momentum ETF and notable positions in both U.S. and international small-cap value ETFs. The blend of momentum and value strategies across diverse geographic regions indicates a sophisticated approach to capitalizing on both short-term trends and long-term value opportunities. The absence of bonds and cash positions underscores a high growth orientation, albeit with a higher risk profile.

Growth Info

With a Compound Annual Growth Rate (CAGR) of 18.68% and a maximum drawdown of -35.23%, the portfolio demonstrates robust growth potential tempered by significant volatility. The concentrated days of returns suggest that the portfolio's performance is heavily reliant on specific, high-impact market movements. While the historical performance is impressive, investors should be mindful that past success is not a guaranteed predictor of future performance.

Projection Info

Monte Carlo simulations, which use historical data to forecast a range of possible outcomes, suggest a wide variance in potential future performance, with a median projected growth of 746.8%. While encouraging, it's important to note that such simulations are inherently speculative, especially given the portfolio's high growth strategy and market volatility.

Asset classes Info

  • Stocks
    100%

The portfolio's exclusive investment in stocks, without diversification into bonds, cash, or other asset classes, positions it squarely for investors seeking high growth. This concentration in equities enhances potential returns but also increases exposure to market fluctuations, making it suitable for those with a higher risk tolerance.

Sectors Info

  • Financials
    27%
  • Technology
    18%
  • Industrials
    15%
  • Telecommunications
    9%
  • Consumer Discretionary
    9%
  • Energy
    5%
  • Consumer Staples
    5%
  • Basic Materials
    5%
  • Utilities
    3%
  • Health Care
    2%
  • Real Estate
    1%

Sector allocations highlight a preference for financial services, technology, and industrials, which are sectors often associated with both growth and volatility. The underrepresentation of traditionally defensive sectors like healthcare and utilities aligns with the portfolio’s growth focus but may contribute to higher risk during market downturns.

Regions Info

  • North America
    72%
  • Europe Developed
    17%
  • Japan
    5%
  • Australasia
    2%
  • Asia Developed
    2%
  • Africa/Middle East
    1%

Geographic distribution with a heavy tilt towards North America (72%) and significant exposure to developed European markets and Japan offers a balanced mix of stability and growth potential in well-established economies. The minimal exposure to emerging markets limits potential volatility from those regions but may also cap opportunities for higher returns.

Market capitalization Info

  • Mega-cap
    33%
  • Large-cap
    26%
  • Small-cap
    14%
  • Mid-cap
    13%
  • Micro-cap
    11%

The diversification across market capitalizations, with a mix of mega, big, small, medium, and micro-cap stocks, suggests a balanced approach to capturing growth across the spectrum of company sizes. This blend can provide a good mix of stability from larger companies and growth potential from smaller firms.

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, there may be opportunities to optimize the risk-return profile of the portfolio by adjusting asset allocations. While the current setup is growth-focused, investors should continuously evaluate if the risk level aligns with their personal tolerance and investment horizon, especially given the portfolio’s high reliance on equities.

Dividends Info

  • 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%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Weighted yield (per year) 1.39%

The dividend yields, ranging from 0.60% to 3.40% across different ETFs, contribute to the portfolio's total yield of 1.39%. While not the primary focus of a growth-oriented strategy, these dividends offer a secondary income stream and a potential buffer during market volatility.

Ongoing product costs Info

  • 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%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Weighted costs total (per year) 0.21%

With a total expense ratio (TER) of 0.21%, the portfolio benefits from relatively low costs, which can significantly enhance long-term returns. The efficient cost structure is a positive aspect, allowing more of the investment returns to accrue to the investor rather than being consumed by management fees.

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