This portfolio has only about 1.4 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.

A high-growth potential portfolio with significant tech and cryptocurrency exposure

Report created on Aug 9, 2025

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

The portfolio exhibits a strong inclination towards technology stocks and cryptocurrency, with a notable 20% allocation to a Bitcoin ETF and a combined 49% in technology sector equities. This concentration not only underscores a preference for high-growth assets but also indicates a substantial risk appetite, given the volatility inherent in these sectors. The inclusion of uranium-focused ETFs adds an interesting dimension, suggesting a thematic investment approach towards energy, particularly nuclear energy.

Growth Info

Historical performance showcases a remarkable CAGR of 45.32%, a figure that, while impressive, comes with a significant Max Drawdown of -31.39%. Such volatility is characteristic of aggressive portfolios, especially those heavily weighted in tech and cryptocurrency. The days contributing to 90% of returns being limited to 12 underscores the high-risk, high-reward nature of this investment strategy, highlighting the importance of timing and market conditions in achieving returns.

Projection Info

Monte Carlo simulations suggest a wide range of outcomes, reflecting the high-risk profile of the portfolio. With 996 out of 1,000 simulations generating positive returns, there's a strong likelihood of profitability. However, the vast disparity between the 5th and 67th percentiles underscores the significant uncertainty and risk involved. These projections, while useful, should be approached with caution as they are based on historical data and cannot guarantee future performance.

Asset classes Info

  • Stocks
    80%
  • Other
    20%

The portfolio's asset allocation leans heavily towards stocks (80%), with a significant portion in a single cryptocurrency ETF (20%). This composition indicates a high-risk tolerance, as both asset classes are known for their volatility. The absence of more stable asset classes, such as bonds or cash equivalents, further emphasizes the aggressive nature of this investment strategy.

Sectors Info

  • Technology
    49%
  • Energy
    10%
  • Telecommunications
    9%
  • Consumer Discretionary
    5%
  • Industrials
    4%
  • Utilities
    2%

The predominant focus on technology (49%) and energy (10%) sectors, with a minor allocation to communication services, consumer cyclicals, industrials, and utilities, suggests a thematic investment approach that prioritizes growth sectors. However, this concentration increases susceptibility to sector-specific risks and may benefit from greater diversification across other sectors that offer stability or counter-cyclical balance.

Regions Info

  • North America
    68%
  • Asia Emerging
    5%
  • Europe Developed
    4%
  • Australasia
    1%
  • Asia Developed
    1%

Geographic allocation is heavily skewed towards North America (68%) and has minimal exposure to emerging markets and other developed regions. This concentration in a single geographic region, while potentially capitalizing on the robust U.S. market, limits global diversification and exposes the portfolio to regional economic and political risks.

Market capitalization Info

  • Mega-cap
    55%
  • Large-cap
    15%
  • Mid-cap
    5%
  • Small-cap
    2%
  • Micro-cap
    2%

The portfolio's emphasis on mega-cap (55%) and big-cap (15%) companies is consistent with its focus on technology and growth-oriented stocks, which are often larger companies. While these companies generally offer more stability than their smaller counterparts, the portfolio's limited exposure to medium, small, and micro-cap stocks restricts opportunities for outsized gains that these segments may offer.

Redundant positions Info

  • Alphabet Inc Class C
    Alphabet Inc Class A
    High correlation

The high correlation between Alphabet Inc Class C and Class A shares is noted, which, while expected, does not contribute to diversification. This redundancy underscores the importance of identifying and eliminating overlapping investments, which may not add value in terms of risk reduction or return enhancement.

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.

The current portfolio's risk-return profile suggests room for optimization. By addressing the overlap in highly correlated assets and considering a broader diversification across sectors, geographic regions, and asset classes, it's possible to achieve a more efficient risk-return balance. The projection of an optimal portfolio with a significantly higher expected return underscores the potential benefits of such adjustments.

Dividends Info

  • Apple Inc 0.40%
  • ASML Holding NV 0.90%
  • Broadcom Inc 0.80%
  • BWX Technologies Inc 0.50%
  • Cameco Corp 0.10%
  • Constellation Energy Corp 0.40%
  • GE Vernova LLC 0.10%
  • Alphabet Inc Class C 0.40%
  • Alphabet Inc Class A 0.40%
  • Meta Platforms Inc. 0.30%
  • Microsoft Corporation 0.60%
  • Taiwan Semiconductor Manufacturing 1.10%
  • Global X Uranium ETF 1.90%
  • Sprott Uranium Miners ETF 2.70%
  • Weighted yield (per year) 0.43%

The portfolio's dividend yield is relatively low, reflecting its growth-focused strategy. High-growth stocks typically reinvest earnings rather than distribute them as dividends, which aligns with the portfolio's overall approach. However, incorporating dividend-yielding assets could provide a steady income stream and reduce volatility.

Ongoing product costs Info

  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • Global X Uranium ETF 0.69%
  • Sprott Uranium Miners ETF 0.75%
  • Weighted costs total (per year) 0.12%

The portfolio's costs, as indicated by the Total Expense Ratios (TERs) of the included ETFs, are relatively modest. Keeping costs low is crucial for enhancing long-term returns, especially in a high-risk portfolio where the potential for significant fluctuations in value exists.

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