A single ETF portfolio with broad global exposure and a balanced risk profile

Report created on Jul 20, 2025

Risk profile Info

4/7
Balanced
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

This portfolio is entirely invested in the Vanguard FTSE All-World UCITS ETF USD Accumulation, offering a broad exposure to global equities across multiple sectors and geographies. This composition aligns with a strategy seeking diversified global exposure through a single investment vehicle. The ETF's diversification is reflected in its wide sectoral and geographical spread, aiming to mitigate specific market risks while capturing global growth opportunities.

Growth Info

The ETF has demonstrated a Compound Annual Growth Rate (CAGR) of 11.62%, with a maximum drawdown of -33.45%. This performance indicates a relatively high return potential, albeit with significant volatility, as evidenced by the drawdown. It's important to remember that past performance is not indicative of future results, and investments can go up as well as down. The days contributing most to returns highlight the unpredictability and concentration of gains within specific periods, underscoring the importance of long-term holding.

Projection Info

Monte Carlo simulations, which use historical data to forecast a range of potential outcomes, suggest a wide dispersion in future returns for this ETF. With 990 out of 1,000 simulations showing positive returns, the analysis predicts a solid likelihood of future gains. However, these projections are hypothetical and subject to the limitations of past data, emphasizing the need for investors to consider a range of scenarios when planning for the future.

Asset classes Info

  • Stocks
    100%

The portfolio's allocation is entirely in stocks, providing a clear focus on equity investments. This single-asset class approach maximizes exposure to the potential growth of global equities but also exposes the portfolio to market volatility. Diversification across different asset classes could offer a buffer against this volatility, suggesting a potential area for enhancement depending on the investor's risk tolerance.

Sectors Info

  • Technology
    25%
  • Financials
    18%
  • Consumer Discretionary
    11%
  • Industrials
    11%
  • Health Care
    9%
  • Telecommunications
    9%
  • Consumer Staples
    6%
  • Energy
    4%
  • Basic Materials
    3%
  • Utilities
    3%
  • Real Estate
    2%

Sectoral allocation spans technology, financial services, consumer cyclicals, and industrials, among others, reflecting a well-rounded exposure to various sectors of the global economy. The heavy weighting towards technology and financial services mirrors broader market trends but also indicates a concentration risk. Diversifying further within underrepresented sectors could help mitigate sector-specific risks.

Regions Info

  • North America
    65%
  • Europe Developed
    15%
  • Japan
    6%
  • Asia Emerging
    6%
  • Asia Developed
    4%
  • Australasia
    2%
  • Africa/Middle East
    1%
  • Latin America
    1%

Geographic exposure is predominantly in North America, with significant allocations to developed Europe and Japan, alongside smaller exposures to emerging markets in Asia, Australasia, and Latin America. This global spread benefits from growth in major economies while having limited exposure to potentially higher-growth but riskier emerging markets. Considering a slight increase in emerging market exposure could offer higher growth potential, albeit with added risk.

Market capitalization Info

  • Mega-cap
    48%
  • Large-cap
    35%
  • Mid-cap
    17%

The focus on mega and big cap stocks (83% combined) suggests a preference for established, large-scale companies, likely reflecting a strategy aimed at reducing volatility and enhancing stability. However, the absence of small and micro-cap investments may limit opportunities for outsized growth from smaller companies. Introducing a modest allocation to medium, small, or micro-cap stocks could enhance growth prospects and diversification.

Ongoing product costs Info

  • Vanguard FTSE All-World UCITS ETF USD Accumulation 0.22%
  • Weighted costs total (per year) 0.22%

With a Total Expense Ratio (TER) of 0.22%, the portfolio benefits from relatively low costs, which is advantageous for long-term performance. Lower costs mean more of the investment's return is retained by the investor, a critical factor in compounding growth over time. Investors should maintain awareness of costs, as they are one of the few controllable factors that can impact investment outcomes.

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