Growth-oriented portfolio with a strong emphasis on quality and momentum ETFs

Report created on Jun 28, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

2/5
Low Diversity
Less diversification More diversification

Positions

The portfolio is heavily concentrated in ETFs that focus on the S&P 500 quality and momentum, alongside significant allocations in the semiconductor and mid-cap momentum sectors. This composition indicates a strategy that leans towards growth, favoring stocks demonstrating strong fundamentals and upward price trends. However, the concentration in specific ETFs and sectors suggests a lower level of diversification, which could expose the portfolio to higher volatility and sector-specific risks.

Growth Info

Historically, this portfolio has exhibited a Compound Annual Growth Rate (CAGR) of 22.54%, with a maximum drawdown of -32.05%. These figures highlight the portfolio's ability to generate substantial returns, albeit with significant volatility. The days contributing most to returns are relatively few, suggesting that performance is heavily reliant on specific market conditions or periods.

Projection Info

Using Monte Carlo simulations, which forecast potential future performance by analyzing historical data, the portfolio shows a wide range of outcomes. With a median projected increase of 1,910.1% and 998 out of 1,000 simulations yielding positive returns, the forward-looking outlook appears robust. However, it's important to remember that such projections are speculative and not guarantees of future performance.

Asset classes Info

  • Stocks
    100%

The portfolio is entirely allocated to stocks, with no presence of bonds, cash, or alternative asset classes. This allocation supports the portfolio's growth orientation but also increases its risk profile, lacking the diversification benefits that other asset classes might provide, especially during stock market downturns.

Sectors Info

  • Technology
    34%
  • Financials
    16%
  • Industrials
    14%
  • Consumer Staples
    12%
  • Consumer Discretionary
    9%
  • Telecommunications
    5%
  • Health Care
    5%
  • Energy
    2%
  • Utilities
    2%
  • Real Estate
    1%
  • Basic Materials
    1%

The sectoral allocation is heavily weighted towards technology, financial services, and industrials, with technology taking the largest share. This concentration in high-growth sectors could lead to higher volatility, especially in market conditions unfavorable to these industries. Diversifying across a broader range of sectors could reduce risk and stabilize returns.

Regions Info

  • North America
    97%
  • Asia Developed
    2%
  • Europe Developed
    1%

Geographically, the portfolio is almost entirely invested in North America, with minimal exposure to Asia and Europe. This geographic concentration in developed markets, particularly the US, may limit exposure to potential growth opportunities in emerging markets and increase susceptibility to regional economic downturns.

Market capitalization Info

  • Large-cap
    39%
  • Mega-cap
    34%
  • Mid-cap
    19%
  • Small-cap
    8%

The market capitalization breakdown shows a preference for big and mega-cap stocks, which are typically less volatile than smaller companies. However, the presence of medium and small-cap stocks, particularly through the mid-cap momentum ETF, introduces additional growth potential at the expense of higher volatility.

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, the portfolio's current allocation may not be fully optimized for the best possible risk-return ratio. While it demonstrates strong growth potential, diversifying across additional asset classes and sectors could enhance the portfolio's efficiency, potentially offering similar returns with reduced volatility.

Dividends Info

  • VanEck Semiconductor ETF 0.40%
  • Invesco S&P 500® Quality ETF 1.10%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Invesco S&P MidCap Momentum ETF 0.70%
  • Weighted yield (per year) 0.76%

The dividend yields across the portfolio's ETFs contribute to its total income, with an overall yield of 0.76%. While not the primary focus of a growth-oriented strategy, dividends provide a source of passive income and can offer some cushion during market dips.

Ongoing product costs Info

  • VanEck Semiconductor ETF 0.35%
  • Invesco S&P 500® Quality ETF 0.15%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Invesco S&P MidCap Momentum ETF 0.34%
  • Weighted costs total (per year) 0.20%

The total expense ratio (TER) of 0.20% is relatively low, which is advantageous for long-term growth as it minimizes the drag on performance caused by fees. Lower costs are particularly beneficial in growth portfolios, where the compounding effect of returns is a key factor in wealth accumulation.

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