This portfolio has only about 1.1 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.

A growth-focused portfolio with high-tech and cryptocurrency exposure

Report created on Aug 15, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio showcases a strong inclination towards technology and emerging asset classes, with a significant allocation in ETFs focused on global stocks, cybersecurity, semiconductors, and a smaller yet notable investment in cryptocurrency and gold. The heavy emphasis on technology and cybersecurity, accounting for nearly half of the portfolio, indicates a growth-oriented strategy. However, the inclusion of gold and cryptocurrencies suggests a hedge against market volatility and inflation, albeit with a higher risk profile.

Growth Info

With a Compound Annual Growth Rate (CAGR) of 30.36% and a maximum drawdown of -14.80%, the portfolio has demonstrated robust growth potential while maintaining a moderate level of risk. The days contributing to 90% of returns being limited suggests that the portfolio's performance is significantly impacted by a few key days, highlighting the importance of staying invested during volatile periods for growth-oriented investors.

Projection Info

The Monte Carlo simulation, employing 1,000 scenarios to forecast future performance, indicates a wide range of outcomes with a median increase of 8,758.8%. This suggests strong growth potential but also underscores the high level of uncertainty and risk, particularly given the portfolio's exposure to volatile sectors like technology and cryptocurrencies.

Asset classes Info

  • Stocks
    95%
  • Other
    5%

The asset class distribution, with 95% in stocks and 5% in alternative investments, aligns with a growth-oriented investment strategy. This high allocation to equities is typical for portfolios seeking substantial long-term growth, albeit with increased volatility and risk. The minimal presence of alternative assets and absence of fixed income investments further accentuate the portfolio's aggressive growth stance.

Sectors Info

  • Technology
    55%
  • Industrials
    25%
  • Financials
    4%
  • Consumer Discretionary
    3%
  • Health Care
    2%
  • Telecommunications
    2%
  • Consumer Staples
    1%
  • Basic Materials
    1%
  • Energy
    1%
  • Real Estate
    1%
  • Utilities
    1%

The sector allocation heavily favors technology, which, while offering high growth potential, also increases susceptibility to sector-specific downturns. The diversification across other sectors like industrials and financial services helps mitigate this risk to some extent. However, the portfolio could benefit from a broader sectoral balance to enhance resilience against tech market fluctuations.

Regions Info

  • North America
    53%
  • Europe Developed
    11%
  • Asia Developed
    3%
  • Asia Emerging
    2%
  • Africa/Middle East
    1%

Geographic distribution shows a strong bias towards North American markets, with limited exposure to developed and emerging markets in Europe and Asia. This concentration enhances the portfolio's growth prospects but also exposes it to regional economic and political risks. Expanding geographic diversification could provide a buffer against North American market downturns.

Market capitalization Info

  • Large-cap
    40%
  • Mega-cap
    25%
  • Mid-cap
    22%
  • Small-cap
    7%
  • Micro-cap
    1%

The market capitalization breakdown reveals a balanced mix of big, mega, and medium-cap stocks, which should offer a blend of stability and growth. However, the relatively small allocation to small and micro-cap stocks limits potential high-growth opportunities in emerging companies and sectors.

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 Efficient Frontier analysis suggests that the current portfolio could achieve a slightly higher expected return of 49.76% with the same risk level. This indicates room for optimization, possibly by adjusting asset allocation or diversifying into different sectors or geographies to enhance risk-adjusted returns.

Dividends Info

  • First Trust NASDAQ Cybersecurity ETF 0.30%
  • Global X Funds 0.20%
  • iShares Semiconductor ETF 0.70%
  • Vanguard Total World Stock Index Fund ETF Shares 1.70%
  • Weighted yield (per year) 0.70%

The overall dividend yield of 0.70% reflects the growth-focused nature of the portfolio, where capital appreciation is prioritized over income generation. Investors seeking regular income might consider increasing allocations to assets with higher dividend yields.

Ongoing product costs Info

  • First Trust NASDAQ Cybersecurity ETF 0.59%
  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • SPDR Gold Mini Shares 0.10%
  • Global X Funds 0.50%
  • iShares Semiconductor ETF 0.35%
  • Vanguard Total World Stock Index Fund ETF Shares 0.07%
  • iShares Ethereum Trust ETF 0.25%
  • Weighted costs total (per year) 0.36%

The Total Expense Ratio (TER) of 0.36% is relatively low, which is beneficial for long-term growth as it minimizes the drag on investment returns. The varying costs across ETFs highlight the importance of cost awareness in portfolio construction and maintenance.

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