A focused growth portfolio with a strong tech orientation and exclusive S&P 500 exposure
Report created on Jun 10, 2025Risk profile
4/7
Diversification profile
2/5
Positions
-
SP SPDR S&P 500 UCITS ETF USD Acc EUR
SPYL - IE000XZSV718 100.00%
This portfolio is entirely invested in the SPDR S&P 500 UCITS ETF, which tracks the performance of the S&P 500 Index, a broad representation of the U.S. stock market. The allocation showcases a singular focus on equities, specifically within the United States, offering no diversification across other asset classes or geographies. The sectoral breakdown reveals a heavy tilt towards technology, financial services, and consumer cyclicals, which mirrors the composition of the S&P 500. However, this concentration increases susceptibility to sector-specific risks and volatility.
Growth
With a Compound Annual Growth Rate (CAGR) of 20.12% and a maximum drawdown of -23.22%, the portfolio has demonstrated robust growth alongside significant volatility. The days contributing to 90% of returns being limited to 9.0 underscores the impact of short-term, high-gain periods on overall performance. Comparing these figures to the broader market, the performance aligns closely with the S&P 500's trends, reflecting the inherent risks and rewards of investing in a major equity index.
Projection
Monte Carlo simulations, which forecast potential future outcomes based on historical data, suggest a wide range of possible growth trajectories for this portfolio. With all simulations indicating positive returns and a median projected growth of 1,373%, the analysis points to a potentially high reward scenario. However, it's crucial to understand that such projections are speculative, relying on past performance, which is not a reliable indicator of future results.
Asset classes
- Stocks 100%
The portfolio's allocation is entirely within stocks, offering high growth potential but also higher volatility compared to mixed-asset portfolios. While this aligns with a growth-focused strategy, it lacks the risk mitigation benefits of diversification across asset classes such as bonds or real estate. For investors seeking balanced growth, incorporating other asset classes could reduce overall portfolio volatility.
Sectors
- Technology 33%
- Financials 14%
- Consumer Discretionary 11%
- Health Care 10%
- Telecommunications 10%
- Industrials 8%
- Consumer Staples 6%
- Energy 3%
- Utilities 2%
- Real Estate 2%
- Basic Materials 2%
The sector allocation closely mirrors the S&P 500, with a significant emphasis on technology, financial services, and consumer cyclicals. This concentration enhances exposure to sectors with high growth potential but also increases sensitivity to sector-specific downturns. Diversifying across a broader range of sectors, or adjusting allocations to underrepresented sectors, could help mitigate this risk.
Regions
- North America 99%
Geographic exposure is almost exclusively North American (99%), reflecting the portfolio’s investment in the S&P 500. While this focus on the U.S. market has historically offered strong growth opportunities, it also exposes the portfolio to regional economic and political risks. Expanding geographic diversification could reduce these risks and tap into growth opportunities in other regions.
Market capitalization
- Mega-cap 47%
- Large-cap 35%
- Mid-cap 18%
- Small-cap 1%
The portfolio's emphasis on mega- and large-cap stocks (82% combined) suggests a bias towards well-established companies, likely to offer stability and consistent dividends. However, the limited exposure to medium- and small-cap stocks (19% combined) may restrict potential for higher growth rates these segments can offer. Balancing market cap exposure could enhance growth potential and diversification.
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