Growth-focused portfolio with a strong emphasis on momentum and value across global equities

Report created on Jul 27, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

This portfolio showcases a strategic focus on growth through a mix of momentum and value strategies across both U.S. and international markets. With a significant allocation to the Invesco S&P 500® Momentum ETF at 45%, complemented by targeted investments in U.S. and international small-cap value ETFs, the portfolio aims to capitalize on both the rapid growth of large-cap stocks and the value found in smaller companies. This approach, while aggressive, is balanced by geographical and sectoral diversification.

Growth Info

Historical performance indicates a robust Compound Annual Growth Rate (CAGR) of 19.24%, with a maximum drawdown of -35.23%. These figures suggest a portfolio that has experienced significant growth but also faced substantial volatility. The days contributing to 90% of returns being concentrated in just 22 days highlights the portfolio's reliance on short periods of high performance, a characteristic of momentum investing strategies.

Projection Info

Monte Carlo simulations, with 1,000 iterations, project a wide range of outcomes, emphasizing the portfolio's growth potential and risk. With 990 out of 1,000 simulations yielding positive returns and a median increase of 698.5%, these projections support the portfolio's strong growth orientation. However, the wide spread between the 5th and 67th percentiles underscores the inherent risk and uncertainty in such aggressive growth strategies.

Asset classes Info

  • Stocks
    100%

The portfolio's exclusive investment in stocks, without allocation to bonds, cash, or other asset classes, underscores its growth-focused, high-risk profile. This singular focus on equities enhances growth potential but also increases vulnerability to market volatility, lacking the risk mitigation typically provided by asset class diversification.

Sectors Info

  • Financials
    27%
  • Industrials
    14%
  • Technology
    14%
  • Consumer Discretionary
    14%
  • Telecommunications
    9%
  • Consumer Staples
    7%
  • Energy
    6%
  • Basic Materials
    4%
  • Health Care
    3%
  • Utilities
    2%
  • Real Estate
    1%

Sector allocation reveals a concentrated exposure to Financial Services, Industrials, Technology, and Consumer Cyclicals, each representing significant portions of the portfolio. This concentration in sectors that can exhibit high volatility suggests a strategy betting on specific industry growth. However, it also raises the risk profile, especially in market downturns affecting these sectors disproportionately.

Regions Info

  • North America
    72%
  • Europe Developed
    17%
  • Japan
    6%
  • Australasia
    3%
  • Asia Developed
    1%
  • Africa/Middle East
    1%

With 72% of assets in North America and significant investments in developed European markets and Japan, the portfolio demonstrates a preference for developed markets, likely seeking stability and growth in established economies. However, the minimal exposure to emerging markets might limit potential high-growth opportunities available in those regions.

Market capitalization Info

  • Mega-cap
    37%
  • Large-cap
    23%
  • Small-cap
    14%
  • Mid-cap
    12%
  • Micro-cap
    12%

The market capitalization breakdown, with a mix of mega, big, medium, small, and micro-cap stocks, illustrates an attempt to blend the stability of large companies with the growth potential of smaller firms. This diversification can help mitigate risk while still aiming for significant growth.

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 configuration suggests an aggressive stance on the Efficient Frontier, aiming for high returns at a higher level of risk. While this positioning may be suitable for growth-oriented investors, there's potential for optimization by examining alternative allocations that could offer a more favorable risk-return trade-off without significantly sacrificing growth potential.

Dividends Info

  • Avantis® International Small Cap Value ETF 3.70%
  • Avantis® U.S. Small Cap Value ETF 1.70%
  • Invesco S&P International Developed Momentum ETF 2.00%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Weighted yield (per year) 1.49%

The dividend yield strategy, with an overall portfolio yield of 1.49%, suggests a secondary focus on income generation, primarily through the Avantis® International Small Cap Value ETF. While dividends contribute to total returns, the portfolio's main growth drivers are capital gains from its momentum and value investments.

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® Momentum ETF 0.13%
  • Weighted costs total (per year) 0.21%

With a total Expense Ratio (TER) of 0.21%, the portfolio benefits from relatively low costs, supporting better net returns over the long term. This cost efficiency is crucial for growth-oriented portfolios, where the compounding effect of lower costs can significantly enhance long-term 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