This portfolio has only about 10 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.

Highly Aggressive Single-Stock Portfolio with High Risk and Reward Potential

Report created on Jul 23, 2024

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification

Positions

This portfolio is composed entirely of Apple Inc. common stock, making it highly concentrated and single-focused. This means all the investment is in one company, which can be risky because the performance of the entire portfolio depends on the success of Apple Inc. While this can lead to high returns if Apple performs well, it also exposes the portfolio to significant risk if Apple underperforms or faces challenges.

Growth Info

Historically, the portfolio has shown impressive performance with a Compound Annual Growth Rate (CAGR) of 26.31%. However, it also experienced a maximum drawdown of -38.53%, indicating substantial volatility. The fact that 90% of the returns were generated in just 41 days highlights the high-risk, high-reward nature of this investment. This volatility can be tough for investors who are not comfortable with significant fluctuations in their portfolio value.

Projection Info

Using a Monte Carlo simulation, which runs numerous scenarios to project future performance, the portfolio shows a wide range of potential outcomes. Assuming a hypothetical initial investment, the 5th percentile projects a 350.26% return, while the 50th percentile projects 2,839.01%, and the 67th percentile projects 4,680.85%. All simulations resulted in positive returns, with an annualized return of 32.22%. This indicates a high potential for significant gains, albeit with substantial risk.

Asset classes Info

  • Stocks
    100%

The portfolio is entirely invested in stocks, specifically Apple Inc. This lack of diversification can lead to increased risk because there is no balance between different asset classes that might perform differently under various market conditions. Diversifying into other asset classes like bonds or real estate can help mitigate risk and stabilize returns over time.

Sectors Info

  • Technology
    100%

With 100% of the investment in the technology sector, the portfolio is highly exposed to the risks and rewards of this particular industry. While the technology sector has shown strong growth, it is also subject to rapid changes and potential downturns. Investing in multiple sectors can provide a cushion against sector-specific risks and enhance the stability of the portfolio.

Regions Info

  • North America
    100%

The portfolio’s geographic allocation is entirely in North America, specifically the USA. This concentration means the portfolio is highly exposed to the economic and political conditions of a single region. Diversifying geographically can help reduce the impact of local market downturns and provide exposure to growth opportunities in other parts of the world.

Dividends Info

  • Apple Inc 0.40%
  • Weighted yield (per year) 0.40%

Since the portfolio consists solely of Apple Inc. stock, the dividend yield will depend on Apple's dividend policy. Apple does pay dividends, but they might not be substantial enough to provide significant income. Investors looking for regular income might consider adding other dividend-paying stocks or assets to the portfolio.

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