A growth-focused portfolio with high US stock concentration and innovative ETF strategies

Report created on Nov 24, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

This portfolio is uniquely structured, consisting of 50% in a hybrid ETF combining U.S. stocks and managed futures, 30% in a balanced U.S. ETF, and 20% in a U.S. quality factor ETF. This composition indicates a strong preference for U.S. equities with a blend of traditional and alternative investment strategies. The inclusion of managed futures within a predominantly stock-focused portfolio suggests an innovative approach to diversification and risk management.

Growth Info

The portfolio has demonstrated impressive historical performance with a Compound Annual Growth Rate (CAGR) of 17.05% and a maximum drawdown of -22.64%. The days contributing to 90% of returns being concentrated in just 11.0 days highlight the portfolio's potential for significant short-term gains. However, this also suggests volatility and the importance of timing in capturing returns.

Projection Info

Monte Carlo simulations, which use historical data to project a range of possible future outcomes, show a median expected growth of 875.8% and a high percentile outcome of 1,249.0%. With 998 out of 1,000 simulations yielding positive returns, the forward projection is overwhelmingly optimistic, though it's crucial to remember that these projections assume past trends will continue, a limitation in predicting future market movements.

Asset classes Info

  • Stocks
    141%
  • Bonds
    34%
  • Other
    15%

The allocation spans stocks (141%), bonds (34%), and other assets (15%), indicating a leveraged position in equities. This high exposure to stocks, especially U.S. stocks, is aligned with the portfolio's growth profile but carries increased volatility risk. The bond allocation provides some balance, though it's relatively low considering the total portfolio's aggressive stance.

Sectors Info

  • Technology
    33%
  • Financials
    14%
  • Consumer Discretionary
    10%
  • Telecommunications
    9%
  • Health Care
    9%
  • Industrials
    8%
  • Consumer Staples
    6%
  • Energy
    4%
  • Utilities
    2%
  • Basic Materials
    2%
  • Real Estate
    2%

Sector allocation is heavily weighted towards technology (33%), financial services (14%), and consumer cyclicals (10%), reflecting a bet on high-growth areas of the economy. This concentration in tech and cyclical sectors may lead to higher volatility, especially in market downturns or during interest rate hikes. Diversifying into more defensive sectors could offer stability in turbulent times.

Regions Info

  • North America
    89%
  • Europe Developed
    11%

With 89% of assets in North America and a modest 11% in developed Europe, the portfolio's geographic exposure is predominantly U.S.-centric. This focus enhances potential gains from the U.S. market's growth but limits global diversification benefits. Expanding into emerging markets or other developed regions could reduce geographical risk and tap into global growth opportunities.

Market capitalization Info

  • Mega-cap
    60%
  • Large-cap
    46%
  • Mid-cap
    24%
  • Small-cap
    3%

The portfolio's market capitalization breakdown shows a strong preference for mega (60%) and big (46%) cap stocks, complemented by medium (24%) and a minimal small-cap (3%) presence. This bias towards larger companies may contribute to stability and lower volatility but might also limit potential high-growth opportunities found in smaller companies.

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 expected return is slightly below the optimal level suggested by Efficient Frontier analysis, which indicates a potential return of 19.43% at a similar risk level. This suggests room for reallocating assets to achieve a more efficient risk-return ratio, possibly by adjusting the weights of current holdings or incorporating new asset classes.

Dividends Info

  • JPMorgan U.S. Quality Factor ETF 1.20%
  • WisdomTree 90/60 US Balanced 1.20%
  • Return Stacked U.S. Stocks & Managed Futures ETF 0.10%
  • Weighted yield (per year) 0.65%

The portfolio's overall dividend yield of 0.65% reflects a focus on growth over income. While dividends contribute to total returns, the low yield is consistent with the portfolio's growth orientation, where capital appreciation is the primary goal. Investors seeking higher income might consider increasing allocations to higher-yielding assets.

Ongoing product costs Info

  • JPMorgan U.S. Quality Factor ETF 0.12%
  • WisdomTree 90/60 US Balanced 0.20%
  • Return Stacked U.S. Stocks & Managed Futures ETF 1.04%
  • Weighted costs total (per year) 0.60%

The total expense ratio (TER) of 0.60% is reasonable given the portfolio's complexity and the specialized strategies it employs. The higher cost of the managed futures ETF is offset by the lower costs of the other components, balancing expense with the potential for enhanced returns through strategic diversification.

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