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A tech-heavy growth portfolio with high concentration in leading companies

Report created on Aug 27, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

2/5
Low Diversity
Less diversification More diversification

Positions

This portfolio is heavily weighted towards the technology and communication services sectors, with a significant concentration in a few high-profile companies. Electronic Arts Inc represents over half of the portfolio, followed by notable allocations in NVIDIA Corporation, Apple Inc, Applied Materials Inc, and Alphabet Inc Class A. This composition reflects a strategy focused on growth, leveraging the performance of leading firms within these sectors. However, the portfolio's low diversity score indicates a high concentration risk, as its success is closely tied to the fortunes of these few companies.

Growth Info

Historically, this portfolio has shown impressive growth, with a Compound Annual Growth Rate (CAGR) of 30.88%. However, the maximum drawdown of -59.82% signals significant volatility and potential for large losses during market downturns. The days contributing to 90% of returns are notably few, highlighting that much of the portfolio's gains come from short, powerful bursts of performance, which can be unpredictable and risky.

Projection Info

Using Monte Carlo simulations, which project future performance based on historical data, this portfolio shows a wide range of outcomes. With the majority of simulations predicting positive returns and a median projected growth of 4,560.3%, the potential for significant growth is evident. However, it's important to remember that these projections are based on past performance, which is not a reliable indicator of future results.

Asset classes Info

  • Stocks
    100%

The portfolio is entirely composed of stocks, indicating a high-risk, high-reward investment strategy. This aligns with the portfolio's growth profile but lacks the risk mitigation that comes from diversification across different asset classes. Including bonds or real estate, for example, could provide income and reduce volatility without significantly compromising growth potential.

Sectors Info

  • Telecommunications
    60%
  • Technology
    40%

With 60% in communication services and 40% in technology, the sectoral allocation underscores a bet on digital and tech-driven growth. While these sectors have historically provided strong returns, this concentration increases susceptibility to sector-specific risks, such as regulatory changes or technological disruptions.

Regions Info

  • North America
    100%

The geographic allocation is entirely focused on North America, missing out on potential growth opportunities and diversification benefits from international markets. Expanding into emerging markets or other developed economies could reduce geographic risk and tap into global growth trends.

Market capitalization Info

  • Large-cap
    60%
  • Mega-cap
    40%

The mix of big and mega-cap stocks provides a foundation of stability and growth potential. However, the absence of small or mid-cap stocks means the portfolio may miss out on the higher growth rates these companies can offer, albeit with increased 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.

Considering the Efficient Frontier, there may be room to optimize the risk-return profile of this portfolio. By adjusting asset allocations to achieve a more favorable balance, it's possible to maintain or even enhance expected returns while reducing risk. This could involve diversifying across more sectors, asset classes, and geographies.

Dividends Info

  • Apple Inc 0.40%
  • Applied Materials Inc 0.80%
  • Electronic Arts Inc 0.40%
  • Alphabet Inc Class A 0.40%
  • Weighted yield (per year) 0.33%

The overall dividend yield is relatively low at 0.33%, which is typical for growth-focused portfolios. While dividends are not the primary goal here, a slightly higher dividend yield could provide a small, steady income stream to reinvest or buffer against market volatility.

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