A growth-oriented portfolio with a strategic mix of global and sector-specific ETFs

Report created on Jul 30, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

This portfolio is structured with a significant emphasis on ETFs, allocating 50% to a global stock index and the remainder to specialized funds focusing on growth, international momentum, buyback strategies, and small-cap momentum. The heavy weighting towards the Vanguard Total World Stock Index Fund ETF Shares suggests a foundation in global diversification, while the targeted allocations in growth, buyback, and momentum ETFs indicate a strategic approach to capturing specific market dynamics. Compared to a traditional growth portfolio, this mix leans more towards global exposure and sector-specific strategies, potentially offering both broad market benefits and niche advantages.

Growth Info

With a Compound Annual Growth Rate (CAGR) of 17.25% and a maximum drawdown of -34.08%, the portfolio demonstrates strong historic performance, albeit with significant volatility. The days contributing to 90% of returns being concentrated in just 28 days highlights the portfolio's reliance on short, sharp gains, a characteristic of growth-focused investments. When compared to benchmarks, this performance might suggest superior selection or timing but warrants caution due to the inherent risks of such concentration in gains.

Projection Info

Monte Carlo simulations, projecting future performance based on historical data, suggest a wide range of potential outcomes, with a median increase of 721.8%. While promising, it's crucial to remember that these projections are hypothetical and subject to the limitations of past data predicting future returns. The high percentile outcomes indicate strong growth potential, but the broad spread underscores the risk involved.

Asset classes Info

  • Stocks
    99%
  • Cash
    1%

The portfolio's 99% allocation to stocks, with a minimal cash holding, positions it firmly within the growth investment category. This asset class distribution supports high return potential but also increases susceptibility to market volatility. Comparatively, the lack of bonds or alternative investments limits risk mitigation options, making the portfolio more sensitive to stock market fluctuations.

Sectors Info

  • Technology
    24%
  • Financials
    20%
  • Consumer Discretionary
    12%
  • Industrials
    11%
  • Telecommunications
    9%
  • Health Care
    8%
  • Consumer Staples
    5%
  • Energy
    4%
  • Basic Materials
    3%
  • Utilities
    2%
  • Real Estate
    2%

Sector allocations reveal a heavy tilt towards Technology and Financial Services, comprising nearly half of the portfolio. This concentration in high-growth sectors can drive significant returns but also exposes the portfolio to sector-specific downturns. The diversified presence across other sectors like Consumer Cyclicals and Industrials, however, helps balance this focus, albeit to a lesser extent.

Regions Info

  • North America
    68%
  • Europe Developed
    18%
  • Japan
    5%
  • Asia Emerging
    4%
  • Asia Developed
    3%
  • Australasia
    2%
  • Africa/Middle East
    1%
  • Latin America
    1%

Geographically, the portfolio is predominantly invested in North America (68%), with meaningful exposure to developed European markets. The limited presence in emerging markets and Asia suggests a conservative approach to geographic diversification, potentially missing out on high-growth opportunities in these regions. This allocation aligns with a growth strategy but could benefit from increased emerging market exposure to enhance diversification and return potential.

Market capitalization Info

  • Mega-cap
    44%
  • Large-cap
    28%
  • Mid-cap
    17%
  • Small-cap
    8%
  • Micro-cap
    2%

The focus on Mega and Big cap stocks (72% combined) aligns with the portfolio's growth orientation, leveraging the stability and potential of large, established companies. The inclusion of Medium, Small, and Micro cap stocks, though less significant, introduces higher growth potential with added risk. This market capitalization distribution supports a growth strategy while offering a spectrum of risk and return profiles.

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.

Considering the Efficient Frontier, the portfolio's current allocation suggests a strong risk-return balance within its growth strategy framework. However, the potential for optimization exists by adjusting allocations to reduce volatility without drastically sacrificing returns. Exploring different asset combinations could further enhance this balance, ensuring the portfolio remains aligned with growth objectives while navigating market fluctuations efficiently.

Dividends Info

  • Invesco S&P International Developed Momentum ETF 2.00%
  • Invesco International BuyBack Achievers ETF 3.60%
  • Invesco BuyBack Achievers ETF 0.90%
  • Vanguard Russell 1000 Growth Index Fund ETF Shares 0.50%
  • Vanguard Total World Stock Index Fund ETF Shares 1.70%
  • Invesco S&P SmallCap Momentum ETF 0.90%
  • Weighted yield (per year) 1.49%

With a total dividend yield of 1.49%, the portfolio offers a modest income component, secondary to its growth focus. The variation in yields across ETFs reflects the diverse strategies employed, from growth to buyback achievements. While not the primary objective, dividends contribute to total returns and provide some cushion during market volatility.

Ongoing product costs Info

  • Invesco S&P International Developed Momentum ETF 0.25%
  • Invesco International BuyBack Achievers ETF 0.55%
  • Invesco BuyBack Achievers ETF 0.62%
  • Vanguard Russell 1000 Growth Index Fund ETF Shares 0.08%
  • Vanguard Total World Stock Index Fund ETF Shares 0.07%
  • Invesco S&P SmallCap Momentum ETF 0.39%
  • Weighted costs total (per year) 0.18%

The portfolio's average Total Expense Ratio (TER) of 0.18% is impressively low, especially given the specialized nature of some ETFs. This cost efficiency supports better long-term performance by minimizing the drag on returns. The strategic selection of low-cost ETFs, particularly from Vanguard, demonstrates a thoughtful approach to balancing cost against the potential for growth.

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