This portfolio has only about 1.2 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.
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Momentum junkie portfolio with an AI side hustle and a quality halo that might not save it

Report created on May 30, 2026

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio looks like someone discovered the words “momentum” and “quality” and then just slammed the buy button. Over half the money sits in two factor funds hunting the fastest movers, with another big chunk in a hyper-focused US momentum product and a shiny AI “supercycle” toy. Then, almost as an afterthought, there’s a sprinkle of small-cap value funds and a bit of international momentum for decoration. Structurally, it’s more “three engines and some spare parts” than balanced machine. The design relies heavily on a small group of factor bets behaving nicely together, which is cute in year one but can get messy over longer cycles that this limited data simply doesn’t show.

Growth Info

The 1.2-year performance is ridiculous: turning $1,000 into $1,683 with a ~55% CAGR and beating both US and global markets by ~25 percentage points. That’s not normal; that’s catching a hot streak. CAGR (compound annual growth rate) is like average speed on a road trip, and here the portfolio’s been doing 120 mph in the fast lane. The max drawdown of about -14% isn’t trivial, but for a rocket like this it’s surprisingly tame. Just remember: this entire story is based on a very short window where momentum and AI were on fire. Past data here is basically last season’s highlight reel, not a long-term pattern.

Projection Info

The Monte Carlo simulation is trying its best with flimsy data, like predicting a 15-year climate trend from last week’s weather. It spits out a median $2,726 from $1,000 over 15 years, with a wide “could be fine, could be chaos” band between about $1,063 and $7,533. Monte Carlo just reruns history with random twists, and when history is only 1.2 years of momentum mania, those twists are built on a pretty shaky base. The 8% annualized result looks sensible, but the portfolio’s heavy factor tilts mean real-world outcomes can spike way higher or sink way lower than this neat-looking model suggests.

Asset classes Info

  • Stocks
    99%
  • Other
    1%

Asset-class “diversification” here is basically a one-word sentence: stocks, 99%. There’s 1% in “other,” which is too small to matter and too vague to be interesting. This isn’t a portfolio; it’s an all-equity bet wearing a thin risk-score label of 5/7 as if that makes it moderate. When everything is tied to the same asset class, the ride depends almost entirely on how equities behave, especially growthy and factor-heavy picks. In calm markets, that looks smart and efficient. In ugly markets, there’s nothing else in the mix to cushion the hit — just a room full of stocks panicking at the same time.

Sectors Info

  • Technology
    36%
  • Industrials
    20%
  • Financials
    12%
  • Consumer Discretionary
    6%
  • Basic Materials
    6%
  • Consumer Staples
    5%
  • Energy
    5%
  • Telecommunications
    4%
  • Health Care
    4%
  • Utilities
    1%
  • Real Estate
    1%

Sector-wise, this thing is basically tech with supporting characters. Technology at 36% is the lead singer; industrials at 20% and financials at 12% are backup vocals. The rest are small cameos, with health care barely on stage at 4%. The top look-through names — NVIDIA, Micron, Broadcom, AMD, Alphabet — scream “semis and mega-tech party” more than “broad sector exposure.” The risk is simple: when the growth/tech trade gets punched, this portfolio doesn’t just catch a cold; it gets the full flu. Sector tilts like this can look genius in a momentum run, but they age badly when leadership rotates and boring sectors suddenly matter.

Regions Info

  • North America
    78%
  • Europe Developed
    9%
  • Japan
    6%
  • Asia Developed
    3%
  • Asia Emerging
    1%
  • Africa/Middle East
    1%
  • Australasia
    1%

Geographically, it’s a “USA first, maybe others if there’s room” situation: 78% North America with thin slices elsewhere. Europe Developed, Japan, and the rest are basically seasoning, not main ingredients. For a portfolio claiming momentum and factor sophistication, the geographic spread is strangely basic — like running a world tour and playing almost every show in one city. This works great when that region’s market is leading, which it has done lately, but the data window is too short to see what happens when other regions take over. The portfolio’s global story is more marketing than meaningful diversification.

Market capitalization Info

  • Large-cap
    35%
  • Mega-cap
    24%
  • Mid-cap
    22%
  • Small-cap
    13%
  • Micro-cap
    5%

The market-cap mix actually looks reasonably spread on paper: about 59% between mega and large caps, 22% mid, and nearly 18% in small and micro caps. But given the momentum and AI focus, the big liquid names are doing more narrative heavy lifting than the percentages imply. The small-cap value slice is the quirky indie band here — visible but not loud enough to change the sound. In a strong bull run, this blend can amplify gains nicely. In a crunch, the big caps can fall hard and the tiny names can go illiquid or dramatic, turning “diversified by size” into “everything hurts, just differently.”

True holdings Info

  • Micron Technology Inc
    3.31%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
    • VistaShares Artificial Intelligence Supercycle ETF
  • NVIDIA Corporation
    2.69%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
  • Broadcom Inc
    2.19%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
  • Lam Research Corp
    1.75%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
    • Invesco S&P 500® Quality ETF
  • Advanced Micro Devices Inc
    1.61%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
    • VistaShares Artificial Intelligence Supercycle ETF
  • Alphabet Inc Class A
    1.51%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
  • Cisco Systems Inc
    1.32%
    Part of fund(s):
    • Invesco S&P 500® Quality ETF
    • MarketDesk Focused U.S. Momentum ETF
  • Intel Corporation
    1.32%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
    • VistaShares Artificial Intelligence Supercycle ETF
  • Johnson & Johnson
    1.25%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
  • Alphabet Inc Class C
    1.20%
    Part of fund(s):
    • Invesco S&P 500® Momentum ETF
  • Top 10 total 18.14%

The look-through holdings tell the real story: this portfolio loves semiconductors and mega-cap tech so much it buys them repeatedly through multiple funds. NVIDIA, Micron, Broadcom, AMD, Alphabet, Intel — they’re all showing up as regulars across ETFs, but the reported overlap is probably understated since it only covers ETF top 10s. This is the “I don’t own that much NVIDIA” illusion where exposure quietly stacks up inside several wrappers. Hidden concentration means a handful of names have outsized influence on results. It feels diversified (many tickers!) but functions like a concentrated bet on a narrow growth and chip theme.

Factors Info

Value
Preference for undervalued stocks
Neutral
Data availability: 35%
Size
Exposure to smaller companies
Very low
Data availability: 100%
Momentum
Exposure to recently outperforming stocks
High
Data availability: 55%
Quality
Preference for financially healthy companies
Very high
Data availability: 15%
Yield
Preference for dividend-paying stocks
Low
Data availability: 100%
Low Volatility
Preference for stable, lower-risk stocks
Neutral
Data availability: 75%

Factor exposures are estimated using statistical models based on historical data and measure systematic (market-relative) tilts, not absolute portfolio characteristics. Results may vary depending on the analysis period, data availability, and currency of the underlying assets.

Factor-wise, this portfolio is loudly flying the flags of momentum and quality, with very high quality exposure (85%) and high momentum (75%). Factor exposure is like checking the ingredients list: here it says “chase winners but at least try to pick the sturdier ones.” Size is very low at 18%, so despite holding some small-cap value ETFs, the overall bias leans strongly toward bigger companies. Yield is low, which fits the “we’re here for growth, not coupons” vibe. This combo tends to shine in frothy, trend-following markets, but historically, momentum can whiplash badly when trends break — and this portfolio hasn’t lived through a full cycle yet.

Risk contribution Info

  • Invesco S&P 500® Momentum ETF
    Weight: 30.00%
    32.6%
  • VistaShares Artificial Intelligence Supercycle ETF
    Weight: 10.00%
    17.3%
  • MarketDesk Focused U.S. Momentum ETF
    Weight: 15.00%
    14.2%
  • Invesco S&P 500® Quality ETF
    Weight: 15.00%
    11.4%
  • Avantis® U.S. Small Cap Value ETF
    Weight: 10.00%
    8.7%
  • Top 5 risk contribution 84.2%

Risk contribution exposes who’s really driving the drama. The main S&P 500 Momentum ETF is 30% of the weight but about 33% of total risk — fair enough, it’s the star. The AI Supercycle ETF, though, is only 10% weight and a hefty 17% of risk, punching way above its size. That’s the wild child in the group. The focused US momentum fund also carries a serious chunk, meaning the top three holdings account for about 64% of total risk. So despite the menu of funds, a small cluster of aggressive, trend-chasing positions dictates how bumpy the ride feels when markets wobble.

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 risk/return optimization chart is politely screaming that this portfolio is leaving a lot on the table. With a Sharpe ratio of 1.97 while the max-Sharpe mix of the same holdings hits 2.78, it’s like having the ingredients for a great cocktail but choosing to drink them separately. The current setup sits about 9 percentage points below the efficient frontier at its risk level, meaning the same funds rearranged differently could’ve delivered more return for the same volatility. Or less risk for similar returns. For a factor-savvy portfolio, the actual weighting is surprisingly inefficient — all gas, uneven steering.

Dividends Info

  • Avantis® International Small Cap Value ETF 2.70%
  • Avantis® U.S. Small Cap Value ETF 1.30%
  • Invesco S&P International Developed Momentum ETF 3.50%
  • Invesco S&P 500® Quality ETF 1.10%
  • Invesco S&P 500® Momentum ETF 0.70%
  • MarketDesk Focused U.S. Momentum ETF 0.20%
  • Weighted yield (per year) 1.16%

The yield is a very underwhelming 1.16%, which is exactly what you’d expect from a growth- and momentum-obsessed build. Dividends here are background noise, not a feature. The international value and developed momentum pieces do some of the yield lifting, but the AI and focused momentum funds basically treat income as an afterthought. Relying on this portfolio for cash flow would be like expecting a sports car to haul building materials: wrong tool for the job. The setup clearly bets on price movement, not steady payouts, which is fine — as long as nobody pretends this is an income machine.

Ongoing product costs Info

  • Avantis® International Small Cap Value ETF 0.36%
  • Avantis® U.S. Small Cap Value ETF 0.25%
  • Invesco S&P International Developed Momentum ETF 0.25%
  • Invesco S&P 500® Quality ETF 0.15%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Weighted costs total (per year) 0.15%

Costs are the one area where this portfolio behaves like a responsible adult. A total TER of 0.15% for such a factor-heavy, niche-ish mix is surprisingly reasonable — you basically assembled a complex, spicy recipe but paid supermarket prices instead of restaurant markups. Some individual funds are a bit pricier, especially the more exotic ones, but overall the fee drag is not the villain here. The real story isn’t “you’re overpaying,” it’s “you’re paying fair prices to take very specific, high-octane risks that may or may not age gracefully once we have more than 1.2 years of history.”

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