Concentrated growth portfolio with strong momentum and quality tilt and standout historical performance versus broad markets

Report created on Apr 23, 2026

Risk profile

  • Secure
    Speculative

The risk profile, derived from past market volatility, reflects the level of risk the portfolio is exposed to. This assessment helps align your investments with your financial goals and comfort with market fluctuations.

Diversification profile

  • Focused
    Diversified

The diversification assessment evaluates the spread of investments across asset classes, regions, and sectors. This ensures a balanced mix, reducing risk and maximizing returns by not concentrating in any single area.

Positions

This portfolio is a tight collection of seven growth-heavy positions, all in equities, with no bonds or cash. Two ETFs make up half the portfolio: a US momentum fund at 30% and a semiconductor fund at 20%. The rest is in single stocks, including large allocations to Alphabet, Intuitive Surgical, and Eli Lilly, plus a Korea ETF and a smaller Visa stake. This kind of concentrated structure means each holding has a meaningful impact on overall results. It aligns with a growth-oriented style that leans into specific themes rather than broad-market coverage. The flip side is that portfolio outcomes depend heavily on how a small group of growth and semiconductor names behave over time.

Growth Info

Since late 2017, a $1,000 investment in this portfolio grew to about $6,100, a compound annual growth rate (CAGR) of 24.07%. CAGR is like your average speed on a long trip, smoothing out bumps along the way. This easily beat both the US market (14.43%) and global market (11.36%). The worst pullback was a -30.71% drop in early 2020, similar in depth and speed to the benchmarks’ drawdowns. The fact that 90% of returns came from just 42 days highlights how “lumpy” performance has been. That pattern is common for high-growth, momentum-driven portfolios: long quieter stretches punctuated by powerful up or down moves.

Projection Info

The Monte Carlo projection uses past returns and volatility to randomly simulate many possible future paths, like running thousands of alternate timelines. Over 15 years, the median outcome for $1,000 is about $2,710, with a wide “likely” range from roughly $1,680 to $4,242. The full spread is even broader, from $851 to $7,536, showing substantial uncertainty. Overall, about 71% of simulations end positive, and the average annualized return across all runs is 7.96%. These numbers illustrate how past behavior might translate into future ups and downs, but they’re not promises. Markets change, and high-growth strategies can experience long stretches that differ from historical patterns, both positively and negatively.

Asset classes Info

  • Stocks
    100%

All of this portfolio is in stocks, with no allocation to bonds, cash, or alternative assets. That makes the overall risk and return profile closely tied to equity market cycles. Being 100% in equities typically increases both long-term growth potential and the size of interim drawdowns. Compared to broad multi-asset benchmarks that mix in bonds or cash, this structure will usually respond more sharply to economic news, earnings cycles, and changes in investor sentiment. The clear benefit is simplicity and a direct link to corporate growth. The trade-off is that there’s no built-in buffer from less-volatile asset classes when stock markets are under stress.

Sectors Info

  • Technology
    39%
  • Health Care
    23%
  • Telecommunications
    18%
  • Financials
    8%
  • Industrials
    6%
  • Consumer Staples
    2%
  • Energy
    1%
  • Consumer Discretionary
    1%
  • Basic Materials
    1%
  • Utilities
    1%

Sector exposure is distinctly tilted toward technology at 39%, followed by health care at 23% and telecommunications at 18%, with smaller slices across financials, industrials, and others. This is quite different from a broad market index that spreads more evenly across cyclical and defensive areas. Heavy technology and innovation-oriented exposure often benefits when growth expectations rise and markets reward future earnings. At the same time, such sectors can be more sensitive to interest rate changes and sentiment about “high growth” companies. The meaningful health care weighting adds another growth-focused, research-driven area, which can behave differently from pure tech but still carries its own regulatory and innovation risks.

Regions Info

  • North America
    86%
  • Asia Developed
    12%
  • Europe Developed
    1%

Geographically, about 86% of the portfolio is in North America, 12% in developed Asia, and just 1% in developed Europe. That’s a noticeable US tilt relative to truly global indices, where the US is large but not quite this dominant. The South Korea ETF is the main driver of the Asia developed exposure, adding diversification tied to a different economy and currency. A strong home-region focus can work well during periods when that market outperforms, as has been the case for US equities over the past decade. However, it also means portfolio outcomes are heavily linked to one region’s policy decisions, currency moves, and business cycle.

Market capitalization Info

  • Mega-cap
    55%
  • Large-cap
    38%
  • Mid-cap
    6%

Market capitalization exposure leans heavily into larger companies: 55% mega-cap, 38% large-cap, and only 6% mid-cap. Mega- and large-caps are typically global leaders with established businesses, deep liquidity, and broad analyst coverage. That often means more stability and transparency compared with smaller companies, though they can still be volatile, especially in fast-moving sectors like semiconductors. The relatively small mid-cap slice suggests less exposure to earlier-stage or niche players that can be more volatile but sometimes grow faster. This size profile is broadly consistent with many major indices, so from a company-size perspective, the portfolio aligns reasonably well with mainstream equity markets.

True holdings Info

  • Alphabet Inc Class A
    16.51%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
    Direct holding 15.00%
  • Intuitive Surgical Inc
    10.00%
  • Eli Lilly and Company
    10.00%
  • NVIDIA Corporation
    6.54%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
    • VanEck Semiconductor ETF
  • Visa Inc. Class A
    5.00%
  • Broadcom Inc
    4.08%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
    • VanEck Semiconductor ETF
  • Micron Technology Inc
    2.73%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
    • VanEck Semiconductor ETF
  • Taiwan Semiconductor Manufacturing
    2.13%
    Part of fund(s):
    • VanEck Semiconductor ETF
  • SK Hynix Inc
    2.13%
    Part of fund(s):
    • Franklin FTSE South Korea ETF
  • Lam Research Corp
    1.95%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
    • VanEck Semiconductor ETF
  • Top 10 total 61.06%

Looking through the ETFs, the portfolio’s biggest single-company exposure is Alphabet at 16.51% overall, including a 15% direct position plus 1.51% via funds. Intuitive Surgical and Eli Lilly each sit at 10%, and Visa at 5%. On top of that, semiconductor names like NVIDIA, Broadcom, Micron, TSMC, SK Hynix, and Lam Research show up through the chip ETF, with NVIDIA alone at 6.54%. This creates a clear concentration in a handful of mega-cap growth and semiconductor leaders. Because only ETF top-10 holdings are captured, some overlap is likely understated, but it’s already clear that a small group of companies drives a large chunk of underlying exposure.

Factors Info

Value
Preference for undervalued stocks
Low
Data availability: 100%
Size
Exposure to smaller companies
Low
Data availability: 100%
Momentum
Exposure to recently outperforming stocks
High
Data availability: 100%
Quality
Preference for financially healthy companies
High
Data availability: 100%
Yield
Preference for dividend-paying stocks
Low
Data availability: 90%
Low Volatility
Preference for stable, lower-risk stocks
Low
Data availability: 100%

Factor exposures are estimated using statistical models based on historical data and measure systematic (market-relative) tilts, not absolute portfolio characteristics. Results may vary depending on the analysis period, data availability, and currency of the underlying assets.

Factor exposure shows very high tilts to momentum (74%) and quality (73%), with low exposure to value (27%), size (23%), yield (36%), and low volatility (39%). Factors are like the underlying “traits” that explain why investments behave a certain way over time. A strong momentum tilt means holdings have recently performed well and may continue to do so in trending markets, but can see sharper reversals when trends break. High quality suggests companies with solid balance sheets and profitability, which historically can help during stress. Low value and yield exposure reflect a growth-oriented style, while low size means less emphasis on smaller companies. Together, this profile fits a high-growth, trend-following equity strategy.

Risk contribution Info

  • VanEck Semiconductor ETF
    Weight: 20.00%
    27.1%
  • Invesco S&P 500® Momentum ETF
    Weight: 30.00%
    26.5%
  • Alphabet Inc Class A
    Weight: 15.00%
    16.0%
  • Intuitive Surgical Inc
    Weight: 10.00%
    11.4%
  • Franklin FTSE South Korea ETF
    Weight: 10.00%
    8.4%
  • Top 5 risk contribution 89.3%

Risk contribution shows how much each holding drives the portfolio’s overall ups and downs, which can differ from its weight. The semiconductor ETF is 20% of the portfolio but contributes about 27% of the risk, reflecting its inherent volatility. The S&P 500 momentum ETF, at 30% weight, contributes roughly 26% of risk, so slightly less than its size would suggest. Alphabet and Intuitive Surgical each contribute modestly more risk than their weights, while the Korea ETF contributes slightly less. Overall, the top three holdings account for about 70% of total risk. That means the portfolio’s day-to-day swings are heavily shaped by how these key positions behave.

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 risk–return chart shows the current portfolio has an expected return of 24.20% with volatility of 22.64%, giving a Sharpe ratio of 0.89. The Sharpe ratio compares excess return (over the 4% risk-free rate) to risk, so higher means better risk-adjusted performance. The optimal mix of these same holdings on the efficient frontier has a Sharpe of 1.29, while the minimum variance mix has 0.99. The current portfolio sits about 5.17 percentage points below the frontier at its risk level, meaning it isn’t using these holdings in the most efficient combination. In other words, simply reweighting what’s already here could historically have improved the balance between return and volatility.

Dividends Info

  • Franklin FTSE South Korea ETF 2.50%
  • Alphabet Inc Class A 0.20%
  • Eli Lilly and Company 0.70%
  • VanEck Semiconductor ETF 0.20%
  • Invesco S&P 500® Momentum ETF 0.80%
  • Visa Inc. Class A 0.80%
  • Weighted yield (per year) 0.67%

The overall dividend yield is modest at 0.67%, reflecting the growth and momentum focus. Yield is the annual cash payout as a percentage of price, and here most positions either pay very little or nothing. The South Korea ETF is the main income contributor at 2.50%, with small yields from Eli Lilly, Visa, and the ETFs. This setup means that most of the portfolio’s historical return has come from price appreciation rather than cash distributions. For growth-led strategies, that’s common: companies reinvest earnings instead of paying them out. It also means portfolio value can feel more sensitive to market swings since there’s little steady dividend income smoothing the ride.

Ongoing product costs Info

  • Franklin FTSE South Korea ETF 0.09%
  • VanEck Semiconductor ETF 0.35%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Weighted costs total (per year) 0.12%

Weighted average costs are very low, with a total TER of about 0.12% across the ETFs. TER (Total Expense Ratio) is the annual fee charged by funds, expressed as a percentage of assets. Here, the South Korea ETF is especially cheap at 0.09%, the momentum ETF at 0.13%, and the semiconductor ETF at 0.35%. Because more than half of the portfolio is in individual stocks, there are no ongoing fund fees on those positions. Low costs help keep more of the portfolio’s returns in the investor’s pocket over time. From a fee perspective, this setup is impressively efficient and compares favorably with many actively managed or niche thematic products.

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