A growth-focused portfolio with strong tech exposure and high momentum potential

Report created on Nov 4, 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 concentrated in the technology sector, with significant investments in two ETFs—Invesco S&P 500® Momentum ETF and VanEck Semiconductor ETF—comprising over 80% of the portfolio. The addition of Taiwan Semiconductor Manufacturing as a direct stock holding further emphasizes the tech orientation. This composition suggests a bullish outlook on the technology sector, leveraging ETFs for diversified exposure within that theme, while also taking a significant position in a leading semiconductor company.

Growth Info

Historically, this portfolio has demonstrated a high Compound Annual Growth Rate (CAGR) of 28.39%, though it has experienced a substantial maximum drawdown of -36.37%. These figures reflect the portfolio's high growth potential but also underscore its volatility. The days contributing to 90% of returns being concentrated in a relatively short period indicates that returns have been driven by significant, albeit infrequent, market movements, typical of high-growth tech investments.

Projection Info

Monte Carlo simulations, using 1,000 iterations, project a wide range of potential outcomes, with the median scenario suggesting a 5,571.5% increase. Such optimistic projections are indicative of the portfolio's aggressive growth orientation but also highlight the inherent uncertainty and risk, as the actual outcome could significantly diverge from these projections. It's crucial to remember that these simulations are based on historical data, which may not always predict future performance accurately.

Asset classes Info

  • Stocks
    100%

The portfolio is exclusively invested in stocks, with no allocation to bonds, real estate, or alternative investments. This single-asset class approach maximizes growth potential but also increases risk, as there is no buffer against stock market volatility. Diversifying across different asset classes could reduce overall portfolio volatility and provide more stable returns over time.

Sectors Info

  • Technology
    60%
  • Financials
    12%
  • Telecommunications
    10%
  • Industrials
    6%
  • Consumer Staples
    4%
  • Consumer Discretionary
    3%
  • Utilities
    2%
  • Health Care
    2%
  • Real Estate
    1%
  • Energy
    1%

Technology dominates the sector allocation at 60%, significantly higher than typical growth portfolios. While this concentration in a high-growth sector can offer substantial returns, it also exposes the portfolio to sector-specific risks, such as regulatory changes or technological disruptions. The minor allocations to other sectors like Financial Services and Communication Services provide some diversification, but the overwhelming focus on tech underscores the portfolio's aggressive strategy.

Regions Info

  • North America
    80%
  • Asia Emerging
    16%
  • Asia Developed
    2%
  • Europe Developed
    1%

The geographic distribution is heavily skewed towards North America (80%) and Asia Emerging (16%), with minimal exposure to Europe Developed and Asia Developed. This geographic allocation reflects a preference for the innovation-driven North American market and the growth potential in emerging Asian markets. However, the limited exposure to developed markets outside of North America could mean missing out on diversification benefits and opportunities in those regions.

Market capitalization Info

  • Mega-cap
    55%
  • Large-cap
    36%
  • Mid-cap
    9%

With 55% in mega-cap stocks and 36% in big-cap stocks, the portfolio leans towards companies with large market capitalizations, known for their stability and potential for steady growth. The presence of medium-cap stocks (9%) introduces some growth potential at higher risk levels. This distribution suggests a balance between seeking growth and maintaining some level of stability within the high-growth tech focus.

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.

Considering the Efficient Frontier, there may be opportunities to optimize the portfolio by adjusting asset allocations to achieve a better risk-return ratio. While the current focus on high-growth tech stocks offers substantial return potential, incorporating assets with lower correlation could improve the portfolio's overall risk profile without significantly compromising growth prospects.

Dividends Info

  • VanEck Semiconductor ETF 0.30%
  • Invesco S&P 500® Momentum ETF 0.60%
  • Taiwan Semiconductor Manufacturing 1.00%
  • Weighted yield (per year) 0.60%

The overall dividend yield of the portfolio stands at 0.60%, which is relatively low, reflecting the growth-focused nature of the investments. In growth portfolios, the primary return driver is capital appreciation rather than income generation. However, dividends can provide a source of regular income and may contribute to total return, offering a slight buffer during market downturns.

Ongoing product costs Info

  • VanEck Semiconductor ETF 0.35%
  • Invesco S&P 500® Momentum ETF 0.13%
  • Weighted costs total (per year) 0.16%

The portfolio benefits from relatively low costs, with a Total Expense Ratio (TER) of 0.16%. This efficient cost structure supports better long-term performance by minimizing the drag on returns. Keeping costs low is particularly important in growth-oriented portfolios, where the compounding effect of expenses can be significant over time.

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