A growth-oriented portfolio with a strong focus on technology and geographic diversification

Report created on Aug 3, 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 characterized by a significant allocation to ETFs across various sectors, with a heavy emphasis on technology and momentum stocks. It exhibits a moderately diversified structure, leaning towards growth assets with 90% in stocks and 10% in other asset classes, including gold. The geographic distribution shows a strong preference for North American and European developed markets, reflecting a strategic approach to capture growth in these regions while maintaining a moderate level of diversification.

Growth Info

Historical performance indicates a robust Compound Annual Growth Rate (CAGR) of 18.65%, with a maximum drawdown of -32.76%. This suggests that while the portfolio has experienced significant growth, it has also faced substantial volatility, with days contributing 90% of returns numbering just 27. This volatility is inherent in growth-oriented portfolios, especially those with high exposure to sectors like technology.

Projection Info

The Monte Carlo simulation, utilizing 1,000 scenarios, projects a wide range of outcomes, with a median annualized return of 24.14%. This indicates a strong potential for future growth, although it's important to remember that such simulations are based on historical data and cannot guarantee future performance.

Asset classes Info

  • Stocks
    90%
  • Other
    10%

The asset class distribution, with a heavy emphasis on stocks, aligns with the portfolio’s growth profile. However, the inclusion of gold and a diverse set of ETFs across various sectors and geographies helps mitigate risk to some extent, providing a cushion against market volatility.

Sectors Info

  • Technology
    36%
  • Financials
    16%
  • Industrials
    9%
  • Consumer Discretionary
    9%
  • Telecommunications
    7%
  • Consumer Staples
    5%
  • Health Care
    2%
  • Utilities
    2%
  • Energy
    2%
  • Basic Materials
    1%

With technology representing 36% of the portfolio, there's a clear tilt towards high-growth potential sectors. However, this concentration also increases sensitivity to sector-specific risks. The presence of financial services, industrials, and consumer cyclicals adds a level of diversification, though the portfolio might benefit from increased exposure to underrepresented sectors.

Regions Info

  • North America
    58%
  • Europe Developed
    30%
  • Asia Developed
    1%

The geographic allocation demonstrates a strategic focus on developed markets, with a significant weight in North America and Europe. This reflects a preference for the stability and growth potential of developed economies, though it may limit exposure to the high-growth opportunities present in emerging markets.

Market capitalization Info

  • Mega-cap
    54%
  • Large-cap
    27%
  • Mid-cap
    6%
  • Small-cap
    1%
  • Micro-cap
    1%

The market capitalization breakdown, favoring mega and big-cap stocks, supports the portfolio's growth and stability objectives. These companies typically offer more resilience during market downturns compared to their smaller counterparts, though the portfolio could miss out on the high-growth potential of smaller firms.

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 room for optimization towards achieving a more efficient risk-return balance. By adjusting the asset allocation, it's possible to maintain similar risk levels while potentially increasing expected returns. This optimization process, however, should be approached with caution, considering the investor's risk tolerance and long-term goals.

Dividends Info

  • Amplify Transformational Data Sharing ETF 4.60%
  • SPDR® EURO STOXX 50 ETF 2.50%
  • iShares U.S. Technology ETF 0.20%
  • VanEck Semiconductor ETF 0.40%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Weighted yield (per year) 1.23%

The dividend yield composition, with an overall yield of 1.23%, indicates a modest contribution to total returns. This is typical for growth-oriented portfolios, where the primary focus is on capital appreciation rather than income. However, the Amplify ETF’s higher yield offers some income potential.

Ongoing product costs Info

  • Amplify Transformational Data Sharing ETF 0.76%
  • SPDR® EURO STOXX 50 ETF 0.29%
  • SPDR Gold Mini Shares 0.10%
  • iShares U.S. Technology ETF 0.40%
  • VanEck Semiconductor ETF 0.35%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Weighted costs total (per year) 0.27%

The Total Expense Ratio (TER) of 0.27% is relatively low, which is advantageous for long-term growth as lower costs translate to higher net returns. The Amplify ETF, however, has a higher expense ratio, which could impact its net performance relative to its peers.

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