This portfolio has only about 1.3 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.
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A high-growth portfolio with a unique focus on gold, bitcoin, and a single equity holding

Report created on May 8, 2025

Risk profile Info

4/7
Balanced
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification
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Positions

This portfolio is heavily weighted towards the FT Cboe Vest Gold Target Income ETF at 63.80%, followed by the Fidelity Wise Origin Bitcoin Trust and Berkshire Hathaway Inc. This unique composition indicates a focus on alternative investments and a single equity, diverging from traditional diversified portfolios. The heavy allocation in gold and bitcoin suggests a preference for assets that can potentially hedge against inflation and currency devaluation, albeit with significant volatility.

Growth Info

With a reported Compound Annual Growth Rate (CAGR) of 37.23% and a maximum drawdown of -6.84%, the portfolio has shown remarkable growth with relatively limited downside risk. However, it's important to note that past performance is not indicative of future results, especially with assets like bitcoin that are known for their extreme volatility. The days contributing to 90% of returns being limited to 19 indicates that the portfolio's performance is highly concentrated in specific periods, underscoring the importance of timing in this investment strategy.

Projection Info

The Monte Carlo simulation, projecting a wide range of potential outcomes, suggests an optimistic future performance with a median portfolio value increase of 21,182.7%. However, such simulations rely on historical data, which may not always predict future trends accurately, especially in markets as unpredictable as those for gold and bitcoin. Investors should approach these projections with caution, considering the inherently speculative nature of these assets.

Asset classes Info

  • Bonds
    49%
  • Other
    33%
  • Stocks
    17%

The portfolio's asset class distribution, with 49% in bonds, 33% in 'Other' (presumably bitcoin), and 17% in stocks, presents an unconventional mix. The heavy bond allocation typically suggests a conservative approach, yet the substantial investments in bitcoin and gold, categorized here as 'Other', skew the portfolio towards higher risk and potential reward.

Sectors Info

  • Financials
    17%

With 17% of the portfolio in financial services, presumably through Berkshire Hathaway's holdings, there's minimal sector diversification. This concentration increases the portfolio's susceptibility to sector-specific risks, though Berkshire Hathaway's diversified underlying investments may offer some level of indirect diversification.

Regions Info

  • North America
    17%

The geographic exposure is limited to North America (17%), reflecting a significant concentration risk. Diversifying geographically could help mitigate region-specific economic downturns and capitalize on growth in other markets.

Market capitalization Info

  • Mega-cap
    17%

The portfolio's exposure to mega-cap stocks, through its Berkshire Hathaway holding, suggests a tilt towards companies with large market capitalizations known for their stability and potential for steady growth. However, the portfolio's overall risk profile is significantly influenced by its heavier allocations in gold and bitcoin.

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.

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Given the portfolio's unconventional focus and risk profile, traditional optimization methods like the Efficient Frontier might not fully apply. However, there's room to enhance the risk-return ratio by diversifying across more asset classes and sectors, and by carefully considering the portfolio's heavy reliance on speculative assets.

Dividends Info

  • FT Cboe Vest Gold Target Income ETF 17.50%
  • Weighted yield (per year) 11.16%

The high dividend yield from the FT Cboe Vest Gold Target Income ETF contributes significantly to the portfolio's overall yield, offering a potential income stream. However, investors should consider the sustainability of such high yields and the impact of ETF costs on net returns.

Ongoing product costs Info

  • FT Cboe Vest Gold Target Income ETF 0.85%
  • Weighted costs total (per year) 0.54%

The total portfolio cost, driven by the FT Cboe Vest Gold Target Income ETF's expense ratio, is relatively high. Reducing costs could significantly impact long-term growth, as even small percentage reductions in fees can result in substantial savings over time.

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