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Aggressive all star portfolio dressed like a tank but secretly sprinting on a treadmill

Report created on Mar 24, 2026

Risk profile

  • Secure
    Speculative

The risk profile, derived from past market volatility, reflects the level of risk the portfolio is exposed to. This assessment helps align your investments with your financial goals and comfort with market fluctuations.

Diversification profile

  • Focused
    Diversified

The diversification assessment evaluates the spread of investments across asset classes, regions, and sectors. This ensures a balanced mix, reducing risk and maximizing returns by not concentrating in any single area.

Positions

This portfolio looks like someone grabbed the S&P 500’s poster children and slammed the “max aggression” button. It’s 100% individual stocks, zero bonds, zero ballast, and very little subtlety. You’ve basically built an “America Inc.” greatest-hits compilation with big bets in energy and mega-cap tech, plus a sprinkling of shiny cyclicals. The diversification score of 2 out of 5 is the system’s polite way of saying, “Nice collection bro, but this is not a team.” When one of these giants sneezes, your whole portfolio catches pneumonia. Takeaway: if every holding is a headliner, you don’t have a band, you have a crowded solo act.

Growth Info

Historically, this thing has been an absolute rocket: $1,000 to $18,158 in 10 years, with a 33.94% CAGR. That’s more than double the US market and triple the global market. But there’s a price: a max drawdown of -48.65% – basically watching half your money evaporate on screen. CAGR (Compound Annual Growth Rate) is like your average speed over a road trip; drawdown is how far your car fell off the cliff in the worst storm. Takeaway: past returns here are phenomenal, but also very “hold your stomach and don’t look at the account” territory. Past data is yesterday’s weather, not tomorrow’s forecast.

Projection Info

The Monte Carlo simulation basically asks, “What if history repeats, but with dice?” It runs 1,000 random what-if paths using your historical risk/return profile. Median result: +1,044% in 10 years. That’s turning $1,000 into roughly $11,440 – wild. Even the ugly 5th percentile is still +38%. The model’s annualized 26.21% across simulations screams “hero mode,” but remember it’s all based on the last decade, which was incredibly kind to mega-cap US winners. Simulations are like game replays: useful, but the boss fight can still change next patch. Takeaway: odds look great on paper, but this is not the portfolio for someone who panics at a double-digit drop.

Asset classes Info

  • Stocks
    100%

Asset classes: 100% stock, 0% everything else. This isn’t aggressive; it’s “no seatbelt on the highway” aggressive. There’s no bonds, no cash buffer, no real diversifier. When stocks decide to swan dive, you go with them, top to bottom. Asset allocation is usually like a meal: you want some carbs, some protein, maybe a vegetable. You’ve gone full triple espresso and energy drink, no water. Takeaway: if the plan is long-term growth and you’re emotionally bulletproof, fine, but don’t pretend this setup is built for smooth rides or short-term liquidity needs. It’s all gas, no brakes, no airbags.

Sectors Info

  • Technology
    25%
  • Energy
    24%
  • Industrials
    15%
  • Basic Materials
    9%
  • Health Care
    8%
  • Financials
    8%
  • Consumer Staples
    8%
  • Telecommunications
    5%

Sector tilt is loud: roughly a quarter in tech, a quarter in energy, then industrials, materials, healthcare, financials, and a few defensives to pretend things are balanced. “Tech addiction with an oil habit” is the vibe. This means your portfolio is heavily tied to cycles in innovation hype and commodity swings. When those two line up in your favor, you look like a genius. When they don’t, you get punched from both sides. Sectors act like personality traits of your money; you picked “volatile extrovert” twice. Takeaway: if you insist on big sector bets, at least be mentally ready for mood swings worthy of a soap opera.

Regions Info

  • North America
    100%

Geography: 100% North America, 0% everywhere else. America or bust, literally. You’ve decided the other 95% of the world population and the rest of global GDP are just background NPCs. When the US does great, you win hard; when it stumbles, you have nowhere to hide. Geographic diversification is like not living in a town with one factory employer. You, meanwhile, bought a house inside the factory. Takeaway: if the home bias is intentional, fine, but understand you’re betting not just on companies, but on one economy, one currency, and one political system staying on top.

Market capitalization Info

  • Mega-cap
    78%
  • Large-cap
    23%

Market cap profile: 78% mega-cap, 23% big – so basically no small or mid-cap spice. You’ve gone full “only celebrities allowed” with your money. Mega-caps tend to be more stable than tiny names, but they’re also more tied to broad market sentiment and index flows. When the big dogs move, they drag the whole portfolio, because your bench is the same set of giants everyone else owns. Think of it as a stadium of star players but no farm system. Takeaway: for an “aggressive” portfolio, you’re oddly conservative on size, just amplified by concentration rather than by using smaller, higher-beta names.

Factors Info

Value
Preference for undervalued stocks
Neutral
Data availability: 100%
Size
Exposure to smaller companies
Very low
Data availability: 100%
Momentum
Exposure to recently outperforming stocks
High
Data availability: 100%
Quality
Preference for financially healthy companies
High
Data availability: 100%
Yield
Preference for dividend-paying stocks
Neutral
Data availability: 90%
Low Volatility
Preference for stable, lower-risk stocks
High
Data availability: 100%

Factor exposure is where things get interesting. You’re loaded on quality (75%), momentum (64%), and low volatility (60%), with solid value and yield signals too. Factors are the hidden ingredients: quality = “actually makes money,” momentum = “recent winners,” low vol = “less rollercoaster than average.” You somehow built the finance version of a high-performance car with decent brakes and airbags. The roast: this is way more coherent than the chaotic stock-picking vibe suggests. Takeaway: this factor mix should hold up reasonably across regimes, but leaning this hard on momentum means when the market turns on the past winners, the hangover can be fast and ugly.

Risk contribution Info

  • Chevron Corp
    Weight: 10.00%
    10.5%
  • Exxon Mobil Corp
    Weight: 10.00%
    9.4%
  • Alcoa Corp
    Weight: 5.00%
    8.7%
  • Advanced Micro Devices Inc
    Weight: 5.00%
    8.4%
  • NVIDIA Corporation
    Weight: 5.00%
    7.9%
  • Top 5 risk contribution 44.8%

Risk contribution exposes who’s really driving the chaos. Alcoa at 5% weight causing 8.69% of portfolio risk, with a 1.74 risk-to-weight ratio, is doing stunt work above its pay grade. AMD and NVIDIA are similar: 5% weight each, but contributing 8.35% and 7.86% of risk. Meanwhile, the big oils are comparatively “honest” – around a 1:1-ish risk-to-weight ratio. Risk contribution is like a group project: some names are coasting, some are pulling all the drama. Takeaway: trimming or sizing down the drama queens can keep the overall risk level similar while avoiding one earnings miss nuking your mood.

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.

On the risk–return chart, your portfolio sits on the efficient frontier but isn’t the star of the show. Efficient frontier sounds fancy, but it just means “best return for each level of risk using what you already own.” Your Sharpe ratio (return per unit of risk) is 1.05; the optimal mix hits 1.54, and the minimum-variance one still slightly edges you at 1.06. So you’re efficient but not elegant. The same-risk “optimized” portfolio pushing expected return to 65.77% at 49.81% risk is cartoonish but shows how wild things could get. Takeaway: even without changing holdings, smarter weights could squeeze more juice out of the same oranges.

Dividends Info

  • Alcoa Corp 0.50%
  • Apple Inc 0.40%
  • Chevron Corp 3.30%
  • Dupont De Nemours Inc 1.60%
  • Enbridge Inc 5.00%
  • GE Aerospace 0.40%
  • Johnson & Johnson 2.20%
  • JPMorgan Chase & Co 2.00%
  • Meta Platforms Inc. 0.30%
  • Microsoft Corporation 0.90%
  • Waste Management Inc 1.10%
  • Exxon Mobil Corp 2.40%
  • Walmart Inc. Common Stock 0.60%
  • Weighted yield (per year) 1.38%

Total yield: about 1.38%. Translation: this is not an income portfolio; it’s a growth rocket with tip money attached. You’ve got some solid payers (Chevron, Exxon, J&J, Enbridge) trying to look responsible, but they’re drowned out by low- or no-yield growth darlings. Dividends are like getting small regular snacks; here you’ve chosen to starve now and hope for a big feast later. Takeaway: if cash flow matters, this setup is not doing you favors. If growth’s the only priority, then the low yield is fine — just don’t pretend the tiny income will meaningfully smooth volatility or fund much spending.

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