This portfolio has only about 1.9 years of historical data, based on the youngest asset in the portfolio. Some metrics, projections, and AI insights may be less reliable and should be interpreted with caution.

Highly concentrated semiconductor themed portfolio with strong recent gains and large short term swings

Report created on May 24, 2026

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

1/5
Single-Focused
Less diversification More diversification

Positions

This portfolio is extremely focused: about 95% sits in a semiconductor ETF and around 5% in a broad global equity ETF. Everything is in stocks, so there is no built‑in cushion from bonds or cash. Structurally, this makes it a single‑theme equity portfolio with a small diversified sleeve. That matches the “aggressive” risk classification and low diversification score shown. With only about 1.9 years of data, it is too early to draw firm conclusions about long‑term behaviour, but the structure clearly leans toward big growth potential and big short‑term swings. The tiny global holding has only a modest impact on the overall pattern of returns and risk.

Growth Info

Over the short 1.9‑year period, €1,000 grew to about €2,108, a compound annual growth rate (CAGR) near 47.7%. CAGR is like average speed on a road trip: it smooths out bumps to show typical yearly growth. This pace heavily beat both the US and global market benchmarks, which were in the mid‑teens. At the same time, the portfolio saw a large maximum drawdown of about ‑36%, meaning a sizeable temporary drop from peak to trough. With such a short history and a very hot sector, these strong results may reflect a favourable window rather than a stable pattern. Past returns over this brief period should be treated cautiously.

Projection Info

The forward projection uses a Monte Carlo simulation, which basically re‑mixes past returns many times to create possible future paths. Here, 1,000 simulations estimate how €1,000 might grow over 15 years, using the limited 1.9‑year history as input. The median outcome lands near €2,717, with a “likely” middle range from about €1,792 to €4,103. There is also a wide possible span, from roughly breaking even to very strong growth. Because simulations lean heavily on recent data, a hot run in semiconductors can make projections look optimistic. The note that limited history makes these projections less reliable is important: they illustrate potential variability rather than a forecast.

Asset classes Info

  • Stocks
    100%

All of this portfolio is in equities, with 0% in bonds, cash, or alternatives. Being 100% in stocks means returns are highly linked to the ups and downs of global equity markets, without a stabilising role from fixed income. In calmer markets this can feel fine, but during equity sell‑offs it can translate into sharper declines than more mixed portfolios. Relative to broad global benchmarks, which usually include some bonds at the overall investor level, this is a higher‑octane setup. Given the short data window, the full range of possible equity market conditions has not been captured yet, so the actual long‑term volatility of an all‑stock portfolio may be under‑ or over‑stated by recent history.

Sectors Info

  • Technology
    96%
  • Financials
    1%
  • Industrials
    1%

Sector‑wise, the portfolio is overwhelmingly in technology, at about 96%, with only tiny slices in financials and industrials. That is a much heavier tilt than broad global indices, where technology is important but not nearly this dominant. Sector concentration matters because different parts of the market react differently to interest rates, regulation, and economic cycles. Semiconductor‑heavy portfolios often swing more than the overall market, especially around product cycles, supply constraints, or policy news. This strong focus has helped recently, as reflected in the high short‑term returns, but it also means results will be tightly tied to the fortunes of a single industry rather than the wider economy.

Regions Info

  • North America
    83%
  • Asia Developed
    8%
  • Europe Developed
    8%

Geographically, about 83% of the portfolio is in North America, with smaller exposures to developed Asia and developed Europe, each around 8%. Compared with common global benchmarks, this is a strong North American tilt and a relatively light allocation to the rest of the world. Geography influences exposure to currencies, regulatory regimes, and economic drivers. For example, earnings in different regions can peak and trough at different times. A heavy regional tilt can boost returns when that area is thriving, as North American technology has recently, but it also means portfolio behaviour is linked to that region’s policy and market conditions. With less than two years of data, regional cycles have barely begun to play out.

Market capitalization Info

  • Mega-cap
    56%
  • Large-cap
    40%
  • Mid-cap
    4%

By market capitalisation, the portfolio leans strongly into larger companies, with about 56% in mega‑caps, 40% in large‑caps, and only 4% in mid‑caps. Large and mega‑cap stocks are typically more established, heavily researched, and widely owned. They can still be volatile—especially in fast‑moving industries—but they often have more diversified businesses than smaller firms. This structure means the portfolio’s risk is less about tiny speculative names and more about big, well‑known companies moving up or down together. In many broad equity benchmarks, large and mega‑caps also dominate, so this aspect is broadly aligned with global norms. The difference here is that those large holdings are clustered in one industry rather than spread across many.

True holdings Info

  • Advanced Micro Devices Inc
    9.81%
    Part of fund(s):
    • VanEck Semiconductor UCITS ETF
  • Broadcom Inc
    9.18%
    Part of fund(s):
    • Amundi Prime All Country World UCITS ETF Acc EUR
    • VanEck Semiconductor UCITS ETF
  • Micron Technology Inc
    8.92%
    Part of fund(s):
    • VanEck Semiconductor UCITS ETF
  • Taiwan Semiconductor Manufacturing
    8.31%
    Part of fund(s):
    • VanEck Semiconductor UCITS ETF
  • NVIDIA Corporation
    8.21%
    Part of fund(s):
    • Amundi Prime All Country World UCITS ETF Acc EUR
    • VanEck Semiconductor UCITS ETF
  • ASML Holding NV ADR
    7.72%
    Part of fund(s):
    • VanEck Semiconductor UCITS ETF
  • Intel Corporation
    7.72%
    Part of fund(s):
    • VanEck Semiconductor UCITS ETF
  • Lam Research Corp
    5.33%
    Part of fund(s):
    • VanEck Semiconductor UCITS ETF
  • Applied Materials Inc
    5.25%
    Part of fund(s):
    • VanEck Semiconductor UCITS ETF
  • Texas Instruments Incorporated
    4.29%
    Part of fund(s):
    • VanEck Semiconductor UCITS ETF
  • Top 10 total 74.76%

Looking through the ETFs, the top underlying holdings are familiar semiconductor leaders like AMD, Broadcom, Micron, TSMC, NVIDIA, ASML, Intel, Lam Research, Applied Materials, and Texas Instruments. Each of these names carries a sizeable slice, creating a tight cluster of similar businesses driving portfolio behaviour. Because only ETF top‑10 data are used, overlap might be somewhat understated, but even this partial view shows meaningful concentration. When the same companies appear repeatedly via a single sector ETF, gains or losses in those few firms heavily shape overall performance. This can amplify both good times and bad, while leaving less influence to smaller, more diversified holdings like the global ETF component.

Risk contribution Info

  • VanEck Semiconductor UCITS ETF
    Weight: 95.00%
    98.2%
  • Amundi Prime All Country World UCITS ETF Acc EUR
    Weight: 5.00%
    1.8%

Risk contribution shows how much each holding adds to overall portfolio ups and downs. Here, the semiconductor ETF is 95% of the weight but contributes about 98% of total risk, meaning it dominates the volatility profile. The global ETF, at 5% weight, contributes only around 2% of risk, acting as a small diversifier. Risk contribution can differ a lot from simple weight—like a loud instrument standing out in an orchestra. In this case, there is effectively one main “instrument” setting the tone. This pattern fits the aggressive risk score and single‑focused diversification rating. The short track record, however, means these risk shares are based on a limited sample of market conditions.

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 efficient frontier analysis compares the current mix to other combinations of the same two holdings. The portfolio sits on or very close to the frontier, meaning that for its chosen level of risk, the allocation has been efficient in balancing return and volatility during this short period. The Sharpe ratio of around 1.21, compared with 1.30 for the optimal mix and 0.97 for the minimum‑variance option, suggests only modest room for improvement using just reweighting. Sharpe ratio measures return per unit of risk above a risk‑free rate, like checking how much “reward” you’re getting for each unit of bumpiness. Because this is based on under two years of data, the shape of the frontier and the “optimal” weights could shift meaningfully over time.

Ongoing product costs Info

  • VanEck Semiconductor UCITS ETF 0.35%
  • Amundi Prime All Country World UCITS ETF Acc EUR 0.07%
  • Weighted costs total (per year) 0.34%

Total ongoing fund costs (TER) for this portfolio are about 0.34% per year, with 0.35% for the semiconductor ETF and 0.07% for the global ETF. For a specialised sector ETF paired with a low‑cost broad market fund, this overall cost level is quite reasonable. Fees matter because they come off returns every year, and over long periods even small differences can add up meaningfully. For instance, a 0.3–0.4% annual cost drag is much lighter than paying 1% or more. Given the strong short‑term returns seen here, fees have been a relatively small part of the story so far, and this cost structure supports keeping more of whatever future performance the holdings deliver.

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