Growth-focused portfolio with high exposure to top US equities and innovative space companies
Report created on Jul 18, 2025Risk profile
5/7
Diversification profile
2/5
Positions
-
QQ Invesco NASDAQ 100 ETF
QQQM - US46138G6492 45.00% -
VO Vanguard S&P 500 ETF
VOO - US9229083632 45.00% -
AS Ast Spacemobile Inc
ASTS - US00217D1000 5.00% -
RK Rocket Lab USA Inc.
RKLB - US7731221062 5.00%
This portfolio is heavily concentrated, with 90% of its allocation in two major ETFs tracking the NASDAQ 100 and S&P 500, and the remaining 10% in individual stocks within the space industry. Such a composition suggests a strong belief in the continued growth of major US tech companies and the potential of space exploration firms. While this approach aligns with a growth-focused strategy, it also indicates low diversification across sectors and asset classes, which can increase volatility and risk.
Growth
Historically, this portfolio has shown a remarkable Compound Annual Growth Rate (CAGR) of 22.29%, with a significant drawdown of -32.05%. This performance underscores the portfolio's high growth potential but also its susceptibility to market downturns. The days contributing most to returns highlight the portfolio's reliance on specific, high-growth periods, emphasizing the importance of timing in such concentrated investments.
Projection
The Monte Carlo simulation, with 1,000 iterations, presents a wide range of outcomes, from a 5th percentile loss of -55.4% to a 67th percentile gain of 10,982.7%. This vast spread underscores the high-risk, high-reward nature of the portfolio, suggesting that while there is a significant upside, investors must be prepared for substantial volatility and potential losses.
Asset classes
- Stocks 100%
With 100% of the portfolio allocated to stocks, there is a clear emphasis on capital appreciation over income or stability. This singular focus on equities, especially within a limited number of sectors, leaves the portfolio exposed to market fluctuations and sector-specific downturns. Diversifying across different asset classes could provide a buffer during stock market volatility.
Sectors
- Technology 44%
- Telecommunications 12%
- Consumer Discretionary 11%
- Industrials 10%
- Health Care 7%
- Financials 6%
- Consumer Staples 5%
- Utilities 2%
- Energy 2%
- Basic Materials 1%
- Real Estate 1%
The sectoral allocation heavily favors technology, followed by communication services and consumer cyclicals. This concentration in high-growth sectors aligns with the portfolio's overall strategy but also increases its vulnerability to sector-specific risks. Expanding into more defensive sectors could help mitigate this risk.
Regions
- North America 99%
- Europe Developed 1%
Almost the entire portfolio is invested in North American assets, with a negligible exposure to developed Europe. This geographic concentration enhances exposure to US market performance but limits potential gains from global diversification. Including assets from emerging markets or other developed regions could offer growth opportunities and risk mitigation.
Market capitalization
- Mega-cap 46%
- Large-cap 40%
- Mid-cap 13%
The focus on mega and big-cap stocks (86% of the portfolio) supports the portfolio's growth orientation while offering some level of stability compared to smaller companies. However, incorporating a broader range of market capitalizations could enhance diversification and potentially uncover new growth avenues.
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 portfolio's current configuration, while strong in growth potential, might not be optimized for risk-adjusted returns as indicated by the Efficient Frontier analysis. Rebalancing to include a wider variety of asset classes and sectors could achieve a more favorable risk-return profile without significantly compromising growth objectives.
Dividends
- Invesco NASDAQ 100 ETF 0.50%
- Vanguard S&P 500 ETF 1.20%
- Weighted yield (per year) 0.76%
The portfolio yields an average dividend of 0.76%, reflecting a moderate income component alongside its growth focus. While dividends are not the primary goal, they can provide a steady income stream and contribute to total returns, especially in volatile markets.
Ongoing product costs
- Invesco NASDAQ 100 ETF 0.15%
- Vanguard S&P 500 ETF 0.03%
- Weighted costs total (per year) 0.08%
The total expense ratio (TER) of 0.08% is impressively low, which is beneficial for long-term growth as it minimizes the drag on returns. Keeping costs low is crucial in maximizing investment performance, particularly in a growth-oriented portfolio where every percentage point counts.
What next?
Ready to invest in this portfolio?
Select a broker that fits your needs and watch for low fees to maximize your returns.
Create your own report?
Join our community!
Compare your holdings
How much do the funds you hold actually overlap with the ones people weigh them against?
The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.
Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.
Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.
Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.
By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.
Instrument logos provided by Elbstream.
Help us improve Insightfolio
Your feedback makes a difference! Share your thoughts in our quick survey. Take the survey