This portfolio has only about 1.6 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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Growth-oriented portfolio with a strong momentum focus and exposure to international markets

Report created on Aug 20, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

5/5
Highly Diversified
Less diversification More diversification

Positions

The portfolio is predominantly invested in ETFs, with a heavy emphasis on momentum strategies, as evidenced by the 53% allocation to the Invesco S&P 500® Momentum ETF. This is complemented by international exposure through the Vanguard Total International Stock Index Fund ETF and the Invesco S&P International Developed Momentum ETF, alongside allocations to small-cap value ETFs and a minor position in cryptocurrency via the Fidelity Wise Origin Bitcoin Trust. This composition suggests a strategic blend of growth and value, with a tilt towards higher-risk, higher-reward assets.

Growth Info

Historically, this portfolio has exhibited a Compound Annual Growth Rate (CAGR) of 30.57%, which is notably high, reflecting the strong performance of momentum and growth stocks in recent years. The maximum drawdown of -17.44% indicates resilience during market downturns, albeit with a risk profile that requires investor vigilance. The concentration on momentum strategies has contributed significantly to these returns, demonstrating the potential of this approach during bullish market phases.

Projection Info

Monte Carlo simulations project a wide range of outcomes, with the median scenario suggesting a potential 4,863.6% increase in value, showcasing the portfolio's growth potential. However, these projections, based on historical data, should be approached with caution as they cannot account for unforeseen market changes. The 100% rate of positive returns in simulations underscores the portfolio's strong historical performance but does not guarantee future results.

Asset classes Info

  • Stocks
    96%
  • Other
    3%

The asset allocation is heavily skewed towards stocks (96%), with a minor allocation to other assets (3%), and no exposure to bonds or cash. This allocation aligns with the portfolio's growth profile but entails higher volatility and risk. The absence of bond holdings limits diversification benefits that could mitigate risk during market downturns, suggesting a potential area for adjustment depending on risk tolerance.

Sectors Info

  • Financials
    23%
  • Technology
    17%
  • Industrials
    13%
  • Consumer Discretionary
    13%
  • Telecommunications
    10%
  • Consumer Staples
    7%
  • Energy
    4%
  • Health Care
    3%
  • Basic Materials
    3%
  • Utilities
    2%
  • Real Estate
    1%

Sector allocation is diversified across financial services, technology, industrials, and consumer cyclicals, among others, with financial services and technology together comprising 40% of the portfolio. This sectoral distribution supports the portfolio's growth orientation but may expose it to sector-specific risks, such as regulatory changes in technology or economic downturns impacting financial services.

Regions Info

  • North America
    67%
  • Europe Developed
    15%
  • Japan
    6%
  • Australasia
    3%
  • Asia Emerging
    2%
  • Asia Developed
    2%
  • Africa/Middle East
    1%

Geographic allocation is predominantly North American (67%), with significant exposure to developed European markets and Japan. Emerging markets are underrepresented, which may limit exposure to high-growth opportunities outside of developed economies. Considering the portfolio's growth objectives, exploring increased diversification into emerging markets could enhance potential returns while spreading risk.

Market capitalization Info

  • Mega-cap
    43%
  • Large-cap
    26%
  • Mid-cap
    14%
  • Small-cap
    8%
  • Micro-cap
    5%

The market capitalization breakdown shows a preference for mega and big-cap stocks, which constitute 69% of the portfolio. This focus enhances stability and reduces volatility but may limit exposure to the higher growth potential of smaller companies. Balancing this with greater small and micro-cap exposure could introduce more growth opportunities, albeit with increased risk.

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's current allocation suggests it is positioned near the Efficient Frontier, indicating an optimized risk-return ratio based on historical data. However, continuous reassessment is crucial, as shifts in market dynamics could alter the efficiency of the current allocation. Incorporating assets with different risk-return profiles may further optimize the portfolio's position on the Efficient Frontier.

Dividends Info

  • Avantis® International Small Cap Value ETF 3.60%
  • Avantis® U.S. Small Cap Value ETF 1.70%
  • Invesco S&P International Developed Momentum ETF 1.90%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Vanguard Total International Stock Index Fund ETF Shares 2.70%
  • Weighted yield (per year) 1.36%

The portfolio's dividend yield stands at 1.36%, with the highest yield coming from the Avantis® International Small Cap Value ETF. While dividends contribute to total returns, the focus on growth and momentum strategies naturally leads to a lower yield. Investors prioritizing income alongside growth may consider rebalancing to include assets with higher dividend yields.

Ongoing product costs Info

  • Avantis® International Small Cap Value ETF 0.36%
  • Avantis® U.S. Small Cap Value ETF 0.25%
  • Fidelity Wise Origin Bitcoin Trust 0.25%
  • Invesco S&P International Developed Momentum ETF 0.25%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Vanguard Total International Stock Index Fund ETF Shares 0.05%
  • Weighted costs total (per year) 0.17%

With a total expense ratio (TER) of 0.17%, the portfolio benefits from relatively low costs, which is advantageous for long-term growth. The low-cost structure is particularly beneficial in maximizing compounding returns, a critical factor in growth-oriented portfolios. Maintaining focus on cost efficiency should remain a priority in future investment decisions.

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