Open the Portfolio Builder Reshape your holdings and watch every metric recalculate live. Try it

Concentrated aggressive stock portfolio with strong recent gains and heavy exposure to mega cap growth

Report created on May 12, 2026

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio is a pure stock collection with 32 individual companies and no bonds, cash, or funds. The largest positions are big US tech and communication names, with several telecom and healthcare holdings adding balance. A handful of smaller, more speculative companies sit in the middle and lower weight ranges. This 100% equity and single-country dominance makes the portfolio structurally aggressive, which aligns with its 6/7 risk score. With no automatic rebalancing assumed, winners and losers can drift the weights over time, increasing concentration. Overall, the structure leans strongly toward capital growth potential rather than stability or income.

Growth Info

Over the period shown, $1,000 grew to about $3,371, much faster than both the US and global market benchmarks. The portfolio’s compound annual growth rate (CAGR) of 52.83% means it grew on average about 53% per year, versus roughly 23% for the benchmarks. CAGR is like measuring your average speed over a long road trip. The price for this growth has been a deeper maximum drawdown of -25.82%, meaning a quarter of value temporarily disappeared from peak to trough. Performance was also concentrated: just 21 days generated 90% of returns, highlighting how missing a few strong days would have changed the outcome substantially.

Projection Info

The forward projection uses a Monte Carlo simulation, which takes the portfolio’s past ups and downs and shuffles them into thousands of possible futures. Think of it as running 1,000 alternate timelines for the next 15 years. The median path ends around $2,816 from $1,000, with a wide “likely” range between roughly $1,850 and $4,471. Extreme but still plausible outcomes stretch from losing a bit of capital to very large gains. The average simulated annual return of 8.41% is far below the recent 52.83% CAGR, which underlines a key point: historical performance, especially very strong recent performance, doesn’t predict similar future results.

Asset classes Info

  • Stocks
    100%

All of this portfolio sits in stocks, so there is no buffer from bonds, cash, or alternative assets. Asset classes are like food groups: different ones tend to react differently to economic news. A single-asset-class portfolio can do very well when conditions favor that group, but it also tends to move more sharply during market stress. Compared with broad “all-in-one” portfolios that mix equities and bonds, this structure accepts more short-term swings for the possibility of higher long-term growth. The moderate diversification score of 3/5 reflects that variety exists across companies but not across asset classes.

Sectors Info

  • Technology
    30%
  • Telecommunications
    21%
  • Health Care
    19%
  • Consumer Discretionary
    10%
  • Industrials
    8%
  • Financials
    7%
  • Consumer Staples
    5%

Sector exposure is heavily skewed toward technology (30%) and telecommunications (21%), with sizable healthcare (19%) and smaller allocations to consumer areas, industrials, and financials. This is more concentrated in tech and communications than broad market benchmarks, which usually spread more into financials, industrials, and other sectors. Sector weightings matter because groups of companies often move together when interest rates, regulation, or innovation cycles change. Tech- and telecom-heavy portfolios can surge when growth stories are in favor, but they may be more sensitive when rates rise or when enthusiasm for high-growth or infrastructure-heavy businesses cools.

Regions Info

  • North America
    94%
  • Australasia
    3%
  • Japan
    2%
  • Latin America
    1%

Geographically, the portfolio is overwhelmingly tied to North America at 94%, with small positions in Australasia, Japan, and Latin America. Global equity benchmarks typically spread more across Europe and emerging markets, so this portfolio is more regionally concentrated. Geographic exposure matters because economies, currencies, and political systems don’t move in sync. A strong tilt to a single region can benefit from its outperformance, as the US has shown in recent years, but it also increases exposure to that region’s specific risks. The tiny non-US slice provides only limited diversification away from US economic and policy conditions.

Market capitalization Info

  • Mega-cap
    64%
  • Large-cap
    32%
  • Mid-cap
    2%
  • Micro-cap
    1%

By market capitalization, this portfolio is dominated by mega caps (64%) and large caps (32%), with only a small slice in mid and micro caps. Market cap tells you the size of a company; larger firms tend to be more established and often more stable than tiny, early-stage businesses. This skew toward the biggest names lines up with the presence of companies like Apple, Microsoft, and Alphabet. The smaller mid- and micro-cap holdings, while a minor portion of total value, can still add meaningful volatility because their prices can move sharply on news. Overall, size exposure leans clearly toward the very largest companies.

Factors Info

Value
Preference for undervalued stocks
Low
Data availability: 100%
Size
Exposure to smaller companies
Very low
Data availability: 100%
Momentum
Exposure to recently outperforming stocks
Neutral
Data availability: 100%
Quality
Preference for financially healthy companies
High
Data availability: 100%
Yield
Preference for dividend-paying stocks
Neutral
Data availability: 80%
Low Volatility
Preference for stable, lower-risk stocks
Neutral
Data availability: 99%

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 exposure shows a very low tilt to Size (4%), meaning a strong lean toward larger companies compared with a diversified market baseline. Factor exposure is like looking at the “personality traits” of a portfolio that research links to long-run returns. A strong large-cap tilt often behaves more like mainstream indices and can sometimes dampen the more extreme moves small caps experience, though it also reduces potential small-cap outperformance. Other factors sit close to neutral or with modest tilts, and quality is high. Overall, the standout message is that this portfolio is distinctly biased toward big, established companies rather than smaller firms.

Risk contribution Info

  • NVIDIA Corporation
    Weight: 6.53%
    11.8%
  • Rocket Lab USA Inc.
    Weight: 4.64%
    11.4%
  • IREN Ltd
    Weight: 3.34%
    10.9%
  • Meta Platforms Inc.
    Weight: 5.95%
    8.2%
  • Alphabet Inc Class A
    Weight: 7.59%
    7.8%
  • Top 5 risk contribution 50.0%

Risk contribution highlights how much each holding drives the portfolio’s overall ups and downs, which can differ from simple weight. Here, NVIDIA, Rocket Lab, and IREN together account for about 34% of total risk, despite occupying a smaller share of total value. Rocket Lab and IREN, in particular, have risk contributions more than twice and over three times their weights. Risk contribution is like noticing which instruments in an orchestra are actually the loudest. This shows that a few specific names, including some not at the very top by weight, have an outsized influence on volatility relative to their dollar allocation.

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 vs. return chart shows the portfolio sits below the efficient frontier, meaning it has not historically delivered the best possible return for its level of risk using these same holdings. The Sharpe ratio, which compares excess return to volatility, is 1.76 for the current mix versus 2.63 for the optimal combination and 1.18 for the lowest-risk combination. Think of the efficient frontier as the best mileage you can get from a specific car engine; the chart suggests a different weighting of these same stocks could, in theory, improve risk-adjusted outcomes without adding new positions, though this is based on historical behavior that may not repeat.

Dividends Info

  • Apple Inc 0.40%
  • AbbVie Inc 2.40%
  • Abbott Laboratories 2.10%
  • Cisco Systems Inc 1.70%
  • CVS Health Corp 2.80%
  • Alphabet Inc Class A 0.20%
  • Honeywell International Inc 2.10%
  • International Business Machines 2.30%
  • Johnson & Johnson 2.30%
  • JPMorgan Chase & Co 1.90%
  • The Coca-Cola Company 2.60%
  • McDonald’s Corporation 2.60%
  • Meta Platforms Inc. 0.30%
  • Microsoft Corporation 0.80%
  • Nike Inc 3.80%
  • Oracle Corporation 1.10%
  • Procter & Gamble Company 2.20%
  • Sony Group Corp 0.40%
  • AT&T Inc. 4.40%
  • UnitedHealth Group Incorporated 2.20%
  • Verizon Communications Inc 5.80%
  • Weighted yield (per year) 1.41%

The portfolio’s overall dividend yield of 1.41% is modest, especially compared with income-focused stock strategies. Many of the largest tech and growth names either pay tiny dividends or none, while a few telecoms and consumer staples offer higher yields — Verizon and AT&T stand out among them. Dividend yield measures how much cash you receive each year relative to your investment, like an annual “rent” from owning shares. Here, most of the expected return is geared toward price appreciation rather than income. For investors who reinvest dividends, even a moderate yield can compound over time, but this portfolio’s emphasis clearly rests on growth.

What next?

Ready to invest in this portfolio?

Select a broker that fits your needs and watch for low fees to maximize your returns.

Select broker

Create your own report?

Analyze your portfolio

Join our community!

Join Discord

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.

Instrument logos provided by Elbstream.

Help us improve Insightfolio

Your feedback makes a difference! Share your thoughts in our quick survey. Take the survey