Growth-oriented portfolio with high tech exposure and leveraged positions

Report created on Jul 19, 2025

Risk profile Info

5/7
Growth
Less risk More risk

Diversification profile Info

3/5
Moderately Diversified
Less diversification More diversification

Positions

The portfolio is heavily weighted towards ETFs, with a significant focus on the technology sector and large-cap stocks. Notably, it includes leveraged ETFs like ProShares Ultra QQQ, which aim to amplify the returns of their underlying indices. The presence of both broad market and specific sector ETFs suggests an attempt at diversification. However, the concentration in tech-heavy and leveraged ETFs introduces a higher level of risk and potential for volatility.

Growth Info

Historically, this portfolio has shown a Compound Annual Growth Rate (CAGR) of 21.56%, which is impressive. The maximum drawdown of -37.40% indicates periods of significant volatility, likely influenced by the tech-heavy and leveraged positions. The days contributing to 90% of returns being so few suggests that the portfolio's performance is highly dependent on specific, short-term market movements, which is characteristic of higher-risk strategies.

Projection Info

Monte Carlo simulations project a wide range of outcomes, with a median 50th percentile growth of 943.8%. This suggests potential for high returns but accompanies substantial risk, as evidenced by a 5th percentile projection of -23.4%. These projections, based on historical data, underscore the portfolio's aggressive growth potential while highlighting the risk of significant losses.

Asset classes Info

  • Stocks
    98%
  • Cash
    2%

The portfolio is almost entirely composed of stocks (98%), with a minimal cash holding (2%), and no bonds or other asset classes. This allocation aligns with a growth-focused strategy but lacks diversification across asset classes, which could mitigate risk. Incorporating bonds or alternative investments might provide a buffer against stock market volatility.

Sectors Info

  • Technology
    35%
  • Financials
    13%
  • Telecommunications
    12%
  • Consumer Discretionary
    10%
  • Industrials
    8%
  • Health Care
    7%
  • Consumer Staples
    5%
  • Energy
    3%
  • Basic Materials
    3%
  • Utilities
    2%
  • Real Estate
    1%
  • Consumer Discretionary
    1%

Technology dominates the sector allocation at 35%, followed by financial services and communication services. This concentration in tech exposes the portfolio to sector-specific risks, such as regulatory changes or shifts in consumer behavior. Diversifying into additional sectors could reduce volatility and improve long-term performance.

Regions Info

  • North America
    92%
  • Europe Developed
    4%
  • Japan
    2%
  • Asia Emerging
    1%
  • Asia Developed
    1%
  • Australasia
    1%

Geographic allocation is heavily skewed towards North America (92%), with minimal exposure to other regions. This concentration enhances exposure to the performance of the U.S. market but limits potential gains from international markets. Increasing exposure to developed and emerging markets outside North America could offer growth opportunities and risk mitigation.

Market capitalization Info

  • Mega-cap
    42%
  • Large-cap
    27%
  • Mid-cap
    22%
  • Small-cap
    4%
  • Micro-cap
    1%

The portfolio favors mega (42%) and large-cap (27%) stocks, which typically offer stability and steady growth. However, the presence of medium, small, and micro-cap stocks, albeit in smaller proportions, introduces higher growth potential alongside increased risk. A more balanced approach to market capitalization could enhance diversification benefits.

Redundant positions Info

  • SPDR® Portfolio S&P 500 ETF
    Vanguard Total World Stock Index Fund ETF Shares
    Vanguard Total Stock Market Index Fund ETF Shares
    FIDELITY ZERO TOTAL MARKET INDEX FUND
    ProShares UltraPro S&P500
    FIDELITY ZERO LARGE CAP INDEX FUND
    SPDR S&P 500 ETF Trust
    High correlation
  • Invesco QQQ Trust
    ProShares Ultra QQQ
    High correlation
  • Vanguard High Dividend Yield Index Fund ETF Shares
    Schwab U.S. Dividend Equity ETF
    High correlation

The portfolio contains highly correlated assets, particularly within ETFs tracking similar indices or sectors. This redundancy limits diversification benefits, as these assets are likely to move in tandem during market fluctuations. Reducing overlap by consolidating or replacing some ETFs could enhance portfolio efficiency.

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.

Before optimizing, it's crucial to address the portfolio's lack of diversification by reducing overlap in highly correlated assets. This step can enhance risk-adjusted returns by ensuring that each investment contributes uniquely to the portfolio's performance. Additionally, considering a broader range of asset classes and sectors could further optimize the risk-return profile.

Dividends Info

  • Avantis® International Small Cap Value ETF 3.80%
  • FMC Corporation 5.50%
  • FIDELITY ZERO LARGE CAP INDEX FUND 1.00%
  • FIDELITY ZERO TOTAL MARKET INDEX FUND 1.10%
  • Alphabet Inc Class C 0.40%
  • Blue Owl Capital Corporation 10.90%
  • ProShares Ultra QQQ 0.20%
  • Invesco QQQ Trust 0.40%
  • Rev Group Inc 0.50%
  • Schwab U.S. Dividend Equity ETF 3.80%
  • Direxion Daily Semiconductor Bull 3X Shares 1.00%
  • SPDR® Portfolio S&P 500 ETF 1.20%
  • SPDR S&P 500 ETF Trust 0.90%
  • ProShares UltraPro S&P500 0.90%
  • Vanguard Total World Stock Index Fund ETF Shares 1.70%
  • Vanguard Total Stock Market Index Fund ETF Shares 1.20%
  • Vanguard High Dividend Yield Index Fund ETF Shares 2.60%
  • Core Natural Resources, Inc. 0.90%
  • Weighted yield (per year) 1.45%

Dividend yields vary across the portfolio, contributing to its income generation. The overall dividend yield of 1.45% adds a modest income stream on top of potential capital gains. For investors seeking income, focusing on higher-yielding assets or dividend growth strategies could increase the portfolio's income component.

Ongoing product costs Info

  • Avantis® International Small Cap Value ETF 0.36%
  • ProShares Ultra QQQ 0.95%
  • Invesco QQQ Trust 0.20%
  • Schwab U.S. Dividend Equity ETF 0.06%
  • Direxion Daily Semiconductor Bull 3X Shares 0.76%
  • SPDR® Portfolio S&P 500 ETF 0.02%
  • SPDR S&P 500 ETF Trust 0.10%
  • ProShares UltraPro S&P500 0.92%
  • Vanguard Total World Stock Index Fund ETF Shares 0.07%
  • Vanguard Total Stock Market Index Fund ETF Shares 0.03%
  • Vanguard High Dividend Yield Index Fund ETF Shares 0.06%
  • Weighted costs total (per year) 0.20%

The portfolio's total expense ratio (TER) of 0.20% is relatively low, which is beneficial for long-term growth as it minimizes the drag on returns. However, the costs associated with leveraged ETFs are higher, and their compounding effect can erode returns over time. Investors should weigh the potential benefits of leverage against its costs and risks.

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