A growth-oriented portfolio with a high concentration in stocks across diverse sectors

Report created on Aug 18, 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 highly concentrated in common stocks, with significant positions in sectors such as Communication Services, Consumer Defensive, and Energy, making up 75% of the portfolio. The heavy weighting towards British American Tobacco, Nebius Group, and Sable Offshore Corp, each constituting 20%, indicates a preference for high-growth potential investments. However, this concentration also increases the portfolio's volatility and risk, as it relies heavily on the performance of a few companies.

Growth Info

Historical performance showcases an impressive Compound Annual Growth Rate (CAGR) of 30.06%, though it's accompanied by a substantial maximum drawdown of -34.78%. This indicates that while the portfolio has experienced significant growth, it has also faced periods of notable declines. The fact that 90% of returns come from just 12 days suggests that the portfolio's performance is highly volatile and dependent on specific, short-term market movements.

Projection Info

Monte Carlo simulations, using historical data to project future outcomes, offer a wide range of potential performances for this portfolio. With a median (50th percentile) projected growth of 368.1% and a high variance in outcomes (from -92.4% to over 1,209.5%), these simulations underscore the portfolio's high-risk, high-reward nature. However, it's crucial to remember that such projections are hypothetical and cannot guarantee future results.

Asset classes Info

  • Stocks
    100%

The portfolio's allocation is entirely in stocks, which can offer significant growth potential but also comes with higher volatility compared to portfolios diversified across multiple asset classes like bonds or real estate. This allocation is suitable for investors with a higher risk tolerance and a longer investment horizon, who can withstand market fluctuations in pursuit of higher returns.

Sectors Info

  • Telecommunications
    35%
  • Consumer Staples
    20%
  • Energy
    20%
  • Financials
    10%
  • Industrials
    5%
  • Utilities
    5%
  • Technology
    5%

The sectoral allocation shows a heavy investment in Communication Services, Consumer Defensive, and Energy. This diversified sector exposure can help mitigate some risks, but the concentration in these sectors also exposes the portfolio to sector-specific downturns. For instance, regulatory changes affecting the Communication Services sector could disproportionately impact the portfolio's performance.

Regions Info

  • Europe Developed
    40%
  • North America
    35%
  • No data
    15%
  • Latin America
    5%
  • Asia Developed
    5%

Geographically, the portfolio is primarily invested in developed markets, with a 40% allocation to Europe and 35% to North America. The limited exposure to emerging markets (5% in Latin America and 5% in Asia Developed) may reduce potential volatility but also limits exposure to high-growth regions. Diversifying geographically could help mitigate risks associated with any single region.

Market capitalization Info

  • Large-cap
    60%
  • Mid-cap
    40%

The mix of 60% big-cap and 40% mid-cap stocks suggests a balance between seeking stability and growth. Big-cap stocks typically offer more stability and are less volatile than smaller companies, while mid-cap stocks provide growth potential. This balance can contribute to the portfolio's overall growth while buffering against market 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.

Using the Efficient Frontier concept to optimize the portfolio suggests that there may be opportunities to achieve a better risk-return ratio through strategic allocation changes. While the current setup shows a strong growth orientation, adjusting the asset mix could potentially offer similar returns with reduced volatility, aligning more closely with the investor's risk tolerance.

Dividends Info

  • British American Tobacco p.l.c. 5.20%
  • Cboe Global Markets Inc 1.00%
  • Embraer SA ADR 0.10%
  • Kenon Holdings 10.70%
  • Millicom International Cellular SA 5.60%
  • Weighted yield (per year) 1.96%

The portfolio's dividend yield, calculated at 1.96%, contributes to its total return. Dividends provide a source of income, which can be particularly valuable during market downturns or for investors seeking income in addition to capital gains. The high dividend yield from Kenon Holdings and Millicom International Cellular SA indicates a focus on income-generating assets within the growth-oriented strategy.

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