A balanced portfolio with a strong focus on specialized ETFs and broad geographic coverage

Report created on Nov 22, 2025

Risk profile Info

4/7
Balanced
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

This portfolio is uniquely composed of four ETFs, each representing a significant quarter of the allocation. These ETFs focus on defense, global mining, companies with a wide moat, and uranium and nuclear technologies, respectively. This composition suggests a thematic investment approach, targeting sectors believed to have strong growth potential or strategic importance. While the diversification across sectors is commendable, the concentration in specific themes may introduce sector-specific risks that are higher than a more traditionally diversified portfolio.

Growth Info

The historical performance of this portfolio, with a Compound Annual Growth Rate (CAGR) of 27.74% and a maximum drawdown of -14.20%, indicates a strong upward trajectory with relatively moderate declines. The days contributing most to returns highlight the portfolio's potential for significant gains in short periods, likely due to sector-specific rallies. However, investors should be cautious, as past performance is not always indicative of future results, especially in thematic investments where sectors can be volatile.

Projection Info

Monte Carlo simulations, based on 1,000 hypothetical scenarios, project a wide range of outcomes, from a 5th percentile growth of 692.5% to a 67th percentile growth of 5,503.4%. While these projections suggest a high potential for significant returns, it's important to remember that such simulations use historical data and cannot account for unforeseen market shifts. The 100% rate of positive returns in simulations is optimistic but should be viewed with caution.

Asset classes Info

  • Stocks
    100%

The portfolio is invested entirely in stocks, with no allocation to cash or other asset classes. This all-equity strategy is aggressive and aligns with the portfolio's overall high-growth orientation. However, the lack of diversification across asset classes may increase volatility and risk, particularly in market downturns. Investors might consider introducing bonds or other asset classes to mitigate risk.

Sectors Info

  • Industrials
    37%
  • Basic Materials
    24%
  • Energy
    12%
  • Technology
    9%
  • Health Care
    4%
  • Consumer Staples
    4%
  • Utilities
    3%
  • Consumer Discretionary
    3%
  • Telecommunications
    2%
  • Financials
    2%

Sector allocation is heavily weighted towards industrials, basic materials, and energy, reflecting the thematic focus of the ETFs. This concentration in cyclical sectors can offer high growth potential during economic expansions but may also lead to increased volatility during downturns. The presence of technology and healthcare sectors provides some balance, though the portfolio could benefit from greater diversification across other sectors.

Regions Info

  • North America
    49%
  • Europe Developed
    18%
  • Japan
    9%
  • Asia Developed
    7%
  • Australasia
    7%
  • Asia Emerging
    6%
  • Africa/Middle East
    3%
  • Latin America
    2%

Geographic allocation is predominantly in North America and developed European countries, with meaningful exposure to Japan, Australasia, and emerging markets in Asia. This broad geographic coverage enhances diversification and offers exposure to global growth opportunities. However, the absence of investments in Europe Emerging markets suggests a potential area for further diversification.

Market capitalization Info

  • Large-cap
    38%
  • Mid-cap
    29%
  • Mega-cap
    21%
  • Small-cap
    12%

The portfolio's market capitalization breakdown shows a balanced mix of big, medium, mega, and small-cap stocks. This diversification can help mitigate risk and capitalize on growth opportunities across different company sizes. The absence of micro-cap investments is understandable given the higher risk profile of such stocks.

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 portfolio demonstrates a strong risk-return profile, suggesting that it may already be operating near the Efficient Frontier, where the highest possible return is achieved for a given level of risk. However, continuous review and adjustment are essential, especially as market conditions change. Diversifying across more asset classes and incorporating lower-correlation investments could further optimize the portfolio's risk-return balance.

Ongoing product costs Info

  • VanEck Global Mining UCITS A 0.50%
  • Weighted costs total (per year) 0.12%

The total expense ratio (TER) of 0.12% for the VanEck Global Mining UCITS A is relatively low, indicating efficient cost management within the portfolio. Keeping costs low is crucial for enhancing long-term returns, as high fees can significantly erode investment gains over time. This aspect of the portfolio is well-optimized.

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