This portfolio has only about 1.6 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.

High-risk high-reward technology-focused portfolio with speculative assets and limited diversification

Report created on Sep 2, 2025

Risk profile Info

7/7
Speculative
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification

Positions

This portfolio is predominantly invested in technology and speculative assets, with a significant portion allocated to leveraged ETFs and a Bitcoin trust. The composition is highly concentrated, with 90% of the portfolio dedicated to technology-related investments, including a 30% allocation to a leveraged technology ETF and a 25% stake in a Bitcoin trust. The remaining 10% is in a government money market fund, offering some liquidity and risk mitigation.

Growth Info

The portfolio's historical performance shows a remarkable Compound Annual Growth Rate (CAGR) of 46.10%, though it comes with a substantial maximum drawdown of -36.28%. This indicates a highly volatile investment path, where the portfolio has experienced significant fluctuations. The days contributing to 90% of returns being limited to just 10 suggests extreme returns were achieved on very few days, highlighting the speculative nature of the investments.

Projection Info

Monte Carlo simulations, projecting future performance based on historical data, suggest a wide range of outcomes with the median scenario indicating a 5,386.7% return. However, these simulations also show a significant risk of loss, as evidenced by the 5th percentile outcome at 177.2%. It's important to note that past performance and simulations do not guarantee future results, and such speculative investments can lead to substantial losses.

Asset classes Info

  • Stocks
    64%
  • Other
    30%
  • No data
    10%

The portfolio's asset allocation leans heavily towards stocks (64%) and "Other" (30%), presumably the Bitcoin trust, with a small portion in "Unknown" (10%). This mix underscores the speculative nature of the portfolio, with a heavy emphasis on technology stocks and cryptocurrency, offering high potential returns at the expense of higher risk and volatility.

Sectors Info

  • Technology
    40%
  • No data
    10%

The sectoral allocation is narrowly focused on technology (40%), with a significant portion of the portfolio's assets unclassified. This concentration in a single sector increases the portfolio's vulnerability to sector-specific risks, such as regulatory changes or technological shifts, which could significantly impact overall performance.

Regions Info

  • North America
    60%
  • No data
    10%
  • Asia Developed
    3%
  • Europe Developed
    2%

Geographically, the portfolio is heavily skewed towards North America (60%), with minimal exposure to developed markets in Asia (3%) and Europe (2%). This concentration in a single region, while potentially capitalizing on the growth of the U.S. tech industry, limits geographic diversification and exposure to global growth opportunities.

Market capitalization Info

  • Mega-cap
    28%
  • Large-cap
    22%
  • No data
    10%
  • Mid-cap
    4%
  • Small-cap
    1%

The market capitalization breakdown shows a preference for mega (28%) and big (22%) cap stocks, with a small allocation to medium (4%), small (1%), and micro (0%) caps. This indicates a focus on larger, more established companies, which may offer stability within the high-risk technology sector but limits exposure to potentially high-growth smaller companies.

Redundant positions Info

  • Direxion Daily Technology Bull 3X Shares
    Fidelity® MSCI Information Technology Index ETF
    High correlation

The portfolio contains highly correlated assets, particularly between the leveraged technology ETF and the information technology index ETF. This redundancy limits the benefits of diversification, as these investments are likely to react similarly to market changes, increasing the portfolio's risk during downturns.

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 offering high potential returns, also carries significant risk, particularly due to the concentration in technology and speculative assets. Optimization could involve reducing overlap in highly correlated assets to enhance diversification without necessarily compromising on the speculative nature and high-return potential. Achieving an optimal balance between risk and return could result in a more efficient portfolio, potentially offering a 5.17% expected return at a lower risk level.

Dividends Info

  • Fidelity® MSCI Information Technology Index ETF 0.40%
  • VanEck Semiconductor ETF 0.40%
  • Fidelity® Government Money Market Fund 3.10%
  • Direxion Daily Technology Bull 3X Shares 0.50%
  • Weighted yield (per year) 0.60%

The dividend yield across the portfolio averages to 0.60%, with the highest yield coming from the government money market fund at 3.10%. While dividends contribute to the portfolio's returns, the focus on growth and speculative assets means that income generation is not a primary goal.

Ongoing product costs Info

  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • Fidelity® MSCI Information Technology Index ETF 0.08%
  • VanEck Semiconductor ETF 0.35%
  • Direxion Daily Technology Bull 3X Shares 0.94%
  • Weighted costs total (per year) 0.44%

The total expense ratio (TER) of the portfolio averages to 0.44%, with the highest costs associated with the leveraged ETF at 0.94%. While not excessively high, costs can erode returns over time, and the high costs of leveraged and speculative investments warrant careful consideration against their potential benefits.

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