Efficient value tilted global growth portfolio using leverage and diversified international small caps
Report created on Mar 26, 2026Risk 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
-
SS ProShares Ultra S&P500
SSO - US74347R1077 25.00% -
AV Avantis® U.S. Small Cap Value ETF
AVUV - US0250728773 20.00% -
VE Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA - US9219438580 20.00% -
AV Avantis® International Small Cap Value ETF
AVDV - US0250728021 15.00% -
GD WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE - US97717Y5684 10.00% -
IE iShares Core MSCI Emerging Markets ETF
IEMG - US46434G1031 10.00%
This portfolio is built as a growth-focused mix of six ETFs, with a clear equity tilt and a dash of diversifiers. About a quarter sits in a leveraged S&P 500 fund, giving two-times daily exposure to large US companies. A big chunk is allocated to US and international small-cap value funds, plus broad developed and emerging markets ETFs. A gold-plus-equity strategy and a modest cash/other sleeve round things out. This structure leans heavily on stocks for long-term growth, while still weaving in different regions, sizes, and styles. The takeaway: it is intentionally aggressive, but not one-dimensional, blending core market exposure with more specialized tilts.
Growth
Historically, the portfolio has turned $1,000 into about $1,683 over roughly four years, beating both US and global market benchmarks. Its compound annual growth rate (CAGR) of 15.2% meaning average yearly growth has outpaced the US market’s 11.56% and global market’s 10.55%. The tradeoff is a deeper max drawdown of about -28.6%, compared with around -22% to -23% for the benchmarks. Only 13 days made up 90% of returns, showing that missing a few strong days could meaningfully change outcomes. This pattern is typical for higher-octane growth portfolios: better upside, but sharper temporary drops and more reliance on staying fully invested.
Projection
The Monte Carlo projection uses the portfolio’s historical returns and volatility to simulate 1,000 possible 10‑year paths. Think of it as running the next decade on a thousand different “what if” tapes, each with random ups and downs that resemble past behavior. The median scenario roughly quintuples money, while even the lower 5th percentile still shows a positive, though modest, gain. An average simulated annual return above 17% is strong, but it comes with wide variation between best and worst paths. Importantly, simulations rely on history repeating, which is never guaranteed. They are best seen as a rough weather forecast, not a promise.
Asset classes
- Stocks 91%
- Cash 8%
- Other 1%
Asset class-wise, about 91% is in stocks, 8% in cash, and 1% in “other,” which likely captures pieces of the gold-plus-equity ETF and residuals. For a growth profile, this heavy equity exposure is completely in line with a higher-risk, higher-return mindset. The modest cash slice can slightly soften short-term swings and give a bit of dry powder, but it will not materially change the ride. Compared with typical broad benchmarks, this portfolio is clearly more aggressive and less bond-heavy. The positive here is strong long-term growth potential; the tradeoff is accepting bigger fluctuations year to year, especially during equity bear markets.
Sectors
- Technology 20%
- Financials 18%
- Industrials 14%
- Consumer Discretionary 12%
- Energy 8%
- Basic Materials 7%
- Health Care 7%
- Telecommunications 6%
- Consumer Staples 5%
- Utilities 2%
- Real Estate 2%
Sector exposure is nicely spread across technology, financials, industrials, consumer cyclicals, energy, basic materials, healthcare, communications, consumer defensive, utilities, and real estate. Technology leads at 20%, but that is a far cry from a tech-only portfolio; financials and industrials together make up a large share too. This distribution lines up reasonably well with broad global norms, which is a strong indicator of healthy diversification. A balanced sector mix helps avoid being overly tied to any single economic story, like rate-sensitive tech or commodity-heavy energy. The main implication: while the portfolio takes equity risk, it does not bet the farm on one sector, supporting more resilient performance across different business cycles.
Regions
- North America 59%
- Europe Developed 16%
- Japan 9%
- Asia Developed 7%
- Asia Emerging 4%
- Australasia 3%
- Africa/Middle East 2%
- Latin America 1%
Geographically, around 59% sits in North America, with meaningful slices in developed Europe, Japan, other developed Asia, emerging Asia, Australasia, and small allocations to Africa/Middle East and Latin America. Compared with a typical world market index, North America is important but not overwhelmingly dominant here, which is refreshing for a US-based growth setup. This allocation is well-balanced and aligns closely with global standards, creating broad exposure to different economies, currencies, and policy environments. A key implication: shocks in any single region matter less because other areas may behave differently. That wider global footprint can smooth the ride versus a purely domestic growth strategy, especially over longer horizons.
Market capitalization
- Mega-cap 27%
- Large-cap 18%
- Mid-cap 18%
- Small-cap 17%
- Micro-cap 10%
Market cap exposure is spread across mega, big, medium, small, and even micro-cap stocks, with no single bucket above 27%. That means there is a deliberate tilt away from only the largest companies and toward smaller firms, which historically can offer higher returns with bumpier paths. Having 27% in mega caps still anchors the portfolio in more established businesses, while 17% in small and 10% in micro introduces more growth and value “juice.” The mix reduces reliance on a handful of giants and broadens the opportunity set. Expect slightly higher volatility than a pure large-cap index, but with the potential for a richer return profile over time.
True holdings
-
NV NVIDIA Corporation 2.12%
Part of fund(s):- ProShares Ultra S&P500
- Schwab U.S. Broad Market ETF
- Vanguard FTSE Developed Markets Index Fund ETF Shares
- WisdomTree Efficient Gold Plus Equity Strategy Fund
-
AA Apple Inc 1.83%
Part of fund(s):- ProShares Ultra S&P500
- Schwab U.S. Broad Market ETF
- Vanguard Dividend Appreciation Index Fund ETF Shares
- Vanguard FTSE Developed Markets Index Fund ETF Shares
- WisdomTree Efficient Gold Plus Equity Strategy Fund
-
MS Microsoft Corporation 1.40%
Part of fund(s):- ProShares Ultra S&P500
- Schwab U.S. Broad Market ETF
- Vanguard Dividend Appreciation Index Fund ETF Shares
- Vanguard FTSE Developed Markets Index Fund ETF Shares
- WisdomTree Efficient Gold Plus Equity Strategy Fund
-
GO Alphabet Inc Class A 1.17%
Part of fund(s):- ProShares Ultra S&P500
- Schwab U.S. Broad Market ETF
- Vanguard FTSE Developed Markets Index Fund ETF Shares
- WisdomTree Efficient Gold Plus Equity Strategy Fund
-
23 Taiwan Semiconductor Manufacturing Co. Ltd. 1.14%
Part of fund(s):- Vanguard FTSE Developed Markets Index Fund ETF Shares
- iShares Asia 50 ETF
- iShares Core MSCI Emerging Markets ETF
-
AM Amazon.com Inc 1.01%
Part of fund(s):- ProShares Ultra S&P500
- Schwab U.S. Broad Market ETF
- Vanguard FTSE Developed Markets Index Fund ETF Shares
- WisdomTree Efficient Gold Plus Equity Strategy Fund
-
AV Broadcom Inc 0.74%
Part of fund(s):- ProShares Ultra S&P500
- Schwab U.S. Broad Market ETF
- Vanguard Dividend Appreciation Index Fund ETF Shares
- Vanguard FTSE Developed Markets Index Fund ETF Shares
- WisdomTree Efficient Gold Plus Equity Strategy Fund
-
ME Meta Platforms Inc. 0.69%
Part of fund(s):- ProShares Ultra S&P500
- Schwab U.S. Broad Market ETF
- Vanguard FTSE Developed Markets Index Fund ETF Shares
- WisdomTree Efficient Gold Plus Equity Strategy Fund
-
TS Tesla Inc 0.54%
Part of fund(s):- LS 1x Tesla Tracker ETP Securities GBP
- ProShares Ultra S&P500
- Schwab U.S. Broad Market ETF
- Vanguard FTSE Developed Markets Index Fund ETF Shares
- WisdomTree Efficient Gold Plus Equity Strategy Fund
-
BR Berkshire Hathaway Inc 0.46%
Part of fund(s):- ProShares Ultra S&P500
- Schwab U.S. Broad Market ETF
- Vanguard FTSE Developed Markets Index Fund ETF Shares
- WisdomTree Efficient Gold Plus Equity Strategy Fund
- Top 10 total 11.10%
Looking through the ETFs, the largest underlying positions are familiar mega-cap names like NVIDIA, Apple, Microsoft, Alphabet, and Amazon, each still relatively small at about 1–2% of the total portfolio. That means hidden overlap exists but is modest at the top level, especially given the strong small-cap and value tilt. Coverage only reflects ETF top-10 holdings, so overlap is likely understated deeper down. This structure avoids any single company dominating risk, even if a few giants appear via several funds. The key takeaway: diversification exists not only across funds but also across individual stocks, which helps reduce single-name blowups, even in a growth-oriented setup.
Factors
Factor exposure shows strong tilts toward value, size (smaller companies), and momentum. Factors are like the underlying “traits” that drive stock behavior over time. An 85% value exposure suggests a big preference for cheaper, often out-of-favor companies. A 76% size exposure means a notable lean toward smaller firms, and 63% momentum taps into stocks that have been doing well recently. Quality, low volatility, and yield are weaker, so this is not a defensive or income-first posture. In friendly markets, this trio of value, small size, and momentum can really shine, but it may lag during mega-cap growth-led rallies or in abrupt risk-off episodes. Overall, it is a purposeful, research-backed tilt rather than market-neutral.
Risk contribution
-
ProShares Ultra S&P500
Weight: 25.00% 38.8% -
Avantis® U.S. Small Cap Value ETF
Weight: 20.00% 19.0% -
Vanguard FTSE Developed Markets Index Fund ETF Shares
Weight: 20.00% 14.6% -
Avantis® International Small Cap Value ETF
Weight: 15.00% 11.1% -
WisdomTree Efficient Gold Plus Equity Strategy Fund
Weight: 10.00% 9.6% - Top 5 risk contribution 93.2%
Risk contribution highlights how much each holding drives the portfolio’s overall ups and downs, which can differ from its weight. The leveraged S&P 500 ETF is 25% of assets but contributes nearly 39% of total risk, a sign that leverage and large-cap US exposure are key volatility drivers. The next two holdings together push the top three to over 72% of portfolio risk, even though they are only 65% of the weight. That concentration in risk terms is important to understand. If a smoother ride is ever desired, adjusting the leveraged slice or rebalancing toward less volatile pieces is usually more effective than just looking at percentages by capital alone.
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.
On the risk–return chart, the current portfolio sits on the efficient frontier, meaning that for its mix of holdings, it is already using risk reasonably well. The Sharpe ratio of 0.65, which measures return per unit of volatility, is solid but not the highest achievable. The optimal mix of the same ETFs would deliver a much higher Sharpe ratio and return at slightly higher risk, while a minimum-variance mix would reduce risk but also lower expected return. There is also a same-risk optimized option that boosts expected return at a bit more volatility. The big message: with only reweighting, not adding products, there is room to fine-tune the balance between punchy growth and smoother risk.
Dividends
- Avantis® International Small Cap Value ETF 3.00%
- Avantis® U.S. Small Cap Value ETF 1.40%
- WisdomTree Efficient Gold Plus Equity Strategy Fund 4.50%
- iShares Core MSCI Emerging Markets ETF 2.70%
- ProShares Ultra S&P500 0.80%
- Vanguard FTSE Developed Markets Index Fund ETF Shares 3.00%
- Weighted yield (per year) 2.25%
The total dividend yield around 2.25% is a reasonable, moderate income level for a growth-tilted portfolio. Individual funds vary, with higher yields from international small-cap value, developed markets, emerging markets, and the gold-plus-equity ETF, while the leveraged S&P 500 piece naturally yields less. Dividends can provide a small but steady return stream that helps soften the impact of price swings over time. For someone focused on long-term growth rather than current income, this yield is a nice bonus rather than the main objective. Reinvesting dividends back into the portfolio can quietly accelerate compounding, especially across value and international segments.
Ongoing product costs
- Avantis® International Small Cap Value ETF 0.36%
- Avantis® U.S. Small Cap Value ETF 0.25%
- WisdomTree Efficient Gold Plus Equity Strategy Fund 0.20%
- iShares Core MSCI Emerging Markets ETF 0.09%
- ProShares Ultra S&P500 0.91%
- Vanguard FTSE Developed Markets Index Fund ETF Shares 0.05%
- Weighted costs total (per year) 0.37%
The overall cost, with a total expense ratio around 0.37%, is impressively low for such a specialized, factor-tilted, globally diversified portfolio. Costs matter because expenses come out every year, regardless of how markets perform, and small differences can compound significantly over decades. Here, the very cheap developed markets ETF and reasonably priced factor funds balance the higher fee of the leveraged S&P 500 ETF. This cost level is competitive with many broad index solutions while offering more nuance in exposures. Keeping fees in this range supports better long-term performance, leaving more of the portfolio’s returns working for the investor instead of going to fund managers.
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