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Momentum junkie portfolio riding a few rocket ships and hoping the engines never fail

Report created on Apr 21, 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 isn’t a portfolio so much as a hype leaderboard. Over half the money is jammed into three names, with the rest sprinkled across a who’s-who of mega-cap darlings and a couple of lottery tickets for spice. “Diversification score: 3/5” is generous; this is a house built on a few support beams and a lot of posters. When one holding at ~15% and a handful of others clustered right behind it define the whole story, everything else is just decoration. Structurally, this behaves like a concentrated stock-picking bet with a couple of S&P 500 ETFs tossed in for cosmetic balance rather than any serious risk spreading.

Growth Info

The backtest looks obscene: turning $1,000 into $4,428 in just over five years with a 76.5% CAGR is “screenshottable” performance. But that came with a max drawdown over -31%, and that’s during a pretty forgiving period for the kind of names this portfolio loves. CAGR (compound annual growth rate) is like your average speed on a road trip; it hides the fact that you nearly drove off a cliff a few times. Beating the US market by ~46 percentage points a year is not a “new normal,” it’s a statistical victory lap that markets rarely let you repeat forever.

Projection Info

The Monte Carlo projection politely reminds the portfolio that gravity exists. Monte Carlo just means “we ran a thousand what-if futures and averaged the chaos.” The median outcome of $2,868 from $1,000 over 15 years is respectable but nowhere near the historical face-melter returns, and the “likely” band from about $1,900 to $4,300 is wide enough to drive a truck through. The fact the possible range runs from almost flat to nearly 8x says this setup is built for drama, not stability. Past data is a highlight reel; these simulations are more like a slightly sobering reality check.

Asset classes Info

  • Stocks
    100%

All-in equities. No bonds, no cash buffer, no anything-else — just pure stock market exposure with the risk turned up. That pushes the dial firmly into “you eat what the market serves,” whether that’s champagne or instant noodles. Asset classes are the basic food groups of a portfolio; this one lives on espresso and energy drinks. There’s no ballast here to cushion hits, so when stocks wobble, this thing will wobble harder. Full equity can make sense, but it also means accepting that volatility isn’t a bug in this system — it’s the entire operating manual.

Sectors Info

  • Technology
    39%
  • Telecommunications
    37%
  • Consumer Staples
    11%
  • Financials
    6%
  • Industrials
    2%
  • Consumer Discretionary
    1%
  • Basic Materials
    1%
  • Health Care
    1%

Sector-wise, this is a tech-and-telecom worship service: 39% tech and 37% telecom is basically saying, “if it’s not a screen or a server, why bother.” Everything else is pocket change: consumer staples, financials, industrials, and friends are background extras in a sci-fi movie. This kind of tilt works incredibly well when the growth narrative is in fashion and brutally badly when the market decides it cares about boring things like pricing power, regulation, or actual profits. Compared with broad indexes, this is not a tilt — it’s a full-blown lifestyle choice.

Regions Info

  • North America
    83%
  • Europe Developed
    17%

Geographically, it’s 83% North America and 17% developed Europe, which is at least not 100% single-country, but still very “home plus one holiday destination.” There’s a whole planet of listed companies out there, and this portfolio basically checked the US, then picked up one European name like a souvenir. When the main region sneezes, this portfolio catches pneumonia. The upside is simplicity: one dominant economic bloc to track. The downside is that big regional shocks or policy changes don’t get diversified away — they go straight through the portfolio like a freight train.

Market capitalization Info

  • Mega-cap
    61%
  • Large-cap
    28%
  • Mid-cap
    11%

Market cap is heavily skewed to the giants: 61% mega-cap, 28% large-cap, and just 11% mid-cap. This is basically a fan club for the stock market’s celebrities. That’s fine when the big names keep winning, but it also means returns are welded to the mood of a small group of huge companies. Tilting away from smaller names dodges some idiosyncratic small-cap chaos, but it also skips the broader growth engine that sits outside the megacap spotlight. In practice, this portfolio behaves like a magnified bet on how the biggest brands in the world are feeling this quarter.

True holdings Info

  • Nebius Group N.V.
    16.77%
  • NVIDIA Corporation
    15.69%
    Part of fund(s):
    • SPDR S&P 500 ETF Trust
    • Vanguard S&P 500 ETF
    Direct holding 14.76%
  • Alphabet Inc Class A
    14.15%
    Part of fund(s):
    • SPDR S&P 500 ETF Trust
    • Vanguard S&P 500 ETF
    Direct holding 13.78%
  • Walmart Inc.
    9.90%
  • Ondas Holdings Inc.
    8.94%
  • Meta Platforms Inc.
    5.72%
    Part of fund(s):
    • SPDR S&P 500 ETF Trust
    • Vanguard S&P 500 ETF
    Direct holding 5.44%
  • Apple Inc
    5.65%
    Part of fund(s):
    • SPDR S&P 500 ETF Trust
    • Vanguard S&P 500 ETF
    Direct holding 4.85%
  • IONQ Inc
    4.84%
  • Berkshire Hathaway Inc
    4.66%
    Part of fund(s):
    • SPDR S&P 500 ETF Trust
    • Vanguard S&P 500 ETF
    Direct holding 4.47%
  • Oracle Corporation
    1.75%
  • Top 10 total 88.06%

The look-through is where the “secret” overlap shows up. NVIDIA, Alphabet, Meta, Apple, and Berkshire are held directly and then sneak back in through the S&P ETFs. That’s not diversification; that’s cosplay diversification. NVIDIA at a total 15.7%, Alphabet over 14%, Apple and Meta padded by ETF exposure — the same names keep turning up like main characters. And remember, this overlap is understated because it only uses ETF top-10s. The portfolio pretends to own a broad market via ETFs but in practice just keeps feeding the same handful of giants in slightly different packaging.

Factors Info

Value
Preference for undervalued stocks
Low
Data availability: 88%
Size
Exposure to smaller companies
Very low
Data availability: 100%
Momentum
Exposure to recently outperforming stocks
High
Data availability: 88%
Quality
Preference for financially healthy companies
High
Data availability: 88%
Yield
Preference for dividend-paying stocks
Low
Data availability: 63%
Low Volatility
Preference for stable, lower-risk stocks
Neutral
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-wise, this thing is a walking momentum-and-quality billboard with almost no love for value and a very low size tilt. Factors are the hidden flavors behind returns — like “spicy,” “sweet,” or “burns your face off.” High momentum and high quality say it’s chasing winners that actually make money, which is the grown-up version of performance-chasing. But the very low size and low value exposure mean almost zero interest in cheaper or smaller names. That combo screams “don’t bore me with bargains,” which works beautifully until momentum reverses, at which point the portfolio can go from genius to stunned very quickly.

Risk contribution Info

  • NVIDIA Corporation
    Weight: 14.76%
    60.2%
  • Nebius Group N.V.
    Weight: 16.77%
    9.0%
  • Meta Platforms Inc.
    Weight: 5.44%
    8.2%
  • Walmart Inc.
    Weight: 9.90%
    6.8%
  • Alphabet Inc Class A
    Weight: 13.78%
    4.0%
  • Top 5 risk contribution 88.2%

The risk contribution chart is pure chaos theater. NVIDIA at 14.8% weight is somehow driving over 60% of total portfolio risk. That’s not a position; that’s the main character with plot armor made of nitroglycerin. The top three holdings together contribute more than 77% of risk, which means the rest of the portfolio is basically just moral support. Risk contribution is about who’s really shaking the ride, not who looks big on paper. Here, one stock is doing four times its fair share of turbulence, turning the entire portfolio into a single-stock story disguised as diversification.

Redundant positions Info

  • Meta Platforms Inc.
    NVIDIA Corporation
    High correlation
  • Vanguard S&P 500 ETF
    SPDR S&P 500 ETF Trust
    High correlation

Highly correlated pairs add a fun twist: Meta and NVIDIA move “almost identically,” which is cute until they both dive at the same time. Likewise, the SPDR and Vanguard S&P 500 ETFs are basically carbon copies — owning both is like buying the same movie twice in different cases. Correlation just means things move together; in a crash, tight correlation means everything falls in sync, offering zero emotional or financial relief. This portfolio has effectively doubled down on several themes, so when those themes wobble, there’s nowhere to hide — it’s a synchronized swim into 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.

The efficient frontier graph is where the math screams. The portfolio’s Sharpe ratio of 1.21 looks okay in isolation, until you see the optimal portfolio (same ingredients, smarter mix) hits 2.27 with far less risk. At this risk level, the current setup sits a ridiculous 46 percentage points below the frontier. Translation: this is taking way more risk than necessary for the payoff it’s getting. The Sharpe ratio — return per unit of risk — says this is like flooring the gas in a car with mediocre brakes when there’s a perfectly good, safer tune-up available using the exact same parts.

Dividends Info

  • Apple Inc 0.40%
  • Alphabet Inc Class A 0.20%
  • Meta Platforms Inc. 0.30%
  • Oracle Corporation 0.80%
  • SPDR S&P 500 ETF Trust 0.80%
  • Vanguard S&P 500 ETF 1.10%
  • Walmart Inc. 0.70%
  • Weighted yield (per year) 0.27%

Dividends here are basically an afterthought, which matches the portfolio’s personality: 0.27% total yield is loose change, not an income stream. The names that do pay, like Walmart, Oracle, and the S&P ETFs, are throwing out tiny consolation prizes while the rest of the portfolio screams “growth or bust.” Yield as a factor is low, and that lines up with the holdings: this setup doesn’t care about getting paid regularly; it cares about price going up. That can work, but it also means when prices stall, there’s no comforting cash drip to make bad markets feel slightly less awful.

Ongoing product costs Info

  • SPDR S&P 500 ETF Trust 0.10%
  • Vanguard S&P 500 ETF 0.03%
  • Weighted costs total (per year) 0.01%

Costs are the one area where this portfolio accidentally behaves like a rational adult. With S&P ETFs at 0.10% and 0.03%, the overall TER rounding to 0.01% is impressively cheap. Fees are under control — you must have clicked the right ETFs by accident. The joke, of course, is that you’ve kept costs low while concentrating risk to the point of absurdity, so the savings mostly go toward funding a wilder ride. Still, credit where due: at least you’re not paying luxury pricing for this rollercoaster. The thrills are high, but the management fees are delightfully not.

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