This portfolio has only about 9 months 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.
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Hyperactive tech fan portfolio pretending to be balanced while mainlining concentrated growth risk

Report created on Mar 27, 2026

Risk profile Info

4/7
Balanced
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

This thing calls itself “balanced” but it’s 100% stocks plus a Palantir options ETP for extra chaos. Structurally, it’s like building a sturdy house and then replacing one wall with fireworks. You’ve got broad global ETFs making you look sensible, then big single-stock bets and a leveraged-style ETP crashing the party. For a 4/7 risk score, this is punching well above its supposed weight. The mix screams “I like diversification… but only as a backdrop to my favourite toys.” The real lesson: structure should match the risk label. If it says “balanced” and looks like “YOLO tech growth with garnish,” something’s off.

Growth Info

One or more local-currency benchmark funds are unavailable for this report.

In nine months you’ve turned £1,000 into about £1,172, with a 24.43% CAGR versus roughly 14% for the US market. That sounds amazing, but over such a short window it’s basically catching a lucky streak, not proof of genius. CAGR (compound annual growth rate) is like averaging your speed on a short sprint, then pretending that’s your marathon pace. Max drawdown of -9.31% isn’t awful, but with this much high-octane stuff onboard, that number feels more “just wait for it.” Past data is like yesterday’s weather: useful, but absolutely not a long-term forecast, especially over only nine months.

Asset classes Info

  • Stocks
    100%

Asset-class “diversification” here is easy to summarize: stocks, stocks, and more stocks. All 100% in equities, with the Palantir options ETP acting like spicy equity on steroids. For a so-called balanced profile, there’s zero ballast — no bonds, no cash, nothing boring to calm things down. It’s like calling a diet “balanced” because you eat chips from three different brands. All-equity portfolios can make sense for long horizons and iron stomachs, but then don’t pretend this sits in the middle of the risk spectrum. The main takeaway: if everything you own screams “growth,” don’t be shocked when your portfolio yells during a downturn.

Sectors Info

  • No data
    27%
  • Technology
    25%
  • Consumer Discretionary
    14%
  • Financials
    10%
  • Industrials
    6%
  • Telecommunications
    5%
  • Health Care
    4%
  • Basic Materials
    3%
  • Consumer Staples
    2%
  • Energy
    2%
  • Utilities
    1%
  • Real Estate
    1%

Sector-wise, this portfolio has a straight-up technology crush: 25% tech plus another chunk in consumer discretionary, which often rides the same high-growth, high-drama wave. Add in AI, robotics, and Palantir options and the “No data” bucket isn’t fooling anyone — this is growth tech cosplay with a thin layer of everything else. Traditional defensive sectors barely register; utilities and staples are like extras in a blockbuster starring semis and software. That makes the ride fun when optimism is high, but brutal when sentiment turns. The message: loading up on sexy sectors is great for bragging rights, less great for sleep quality in rough markets.

Regions Info

  • North America
    44%
  • Asia Emerging
    18%
  • Europe Developed
    11%
  • No data
    10%
  • Asia Developed
    8%
  • Africa/Middle East
    3%
  • Japan
    2%
  • Latin America
    2%

Geographically, this is “US and friends with a side of emerging chaos.” Around 44% in North America, 18% in emerging Asia, and decent slices in developed Europe and Asia. For something driven by tech and big global names, that’s actually not ridiculous — shockingly sane, even. But it still leans heavily on regions that tend to move together when global risk-off hits. Emerging markets bring extra volatility, so pairing them with concentrated growth stocks cranks the drama. The key point: the global spread looks okay on paper, but because the risk engines are so correlated, you’re not getting as much true diversification as the country flags suggest.

Market capitalization Info

  • Mega-cap
    58%
  • Large-cap
    21%
  • Mid-cap
    11%
  • No data
    5%
  • Small-cap
    1%

The market cap breakdown is pure mega-cap worship: 58% mega, 21% large, and everything else is basically crumbs. You’ve bet heavily on the giants of the world — which, to be fair, are giants for a reason — but it does mean your portfolio’s fate is glued to a handful of huge names and themes. Mid and small caps are almost decorative. It’s like building a football team of nothing but star forwards and hoping no one notices the missing midfield. That can work in momentum-driven markets, but when leadership rotates, this kind of cap profile tends to feel very one-dimensional.

True holdings Info

  • NVIDIA Corp.
    10.00%
  • Tesla Inc
    8.00%
  • Amazon.com Inc.
    7.00%
  • Taiwan Semiconductor Manufacturing Company Limited
    5.00%
  • ASML Holding NV
    5.00%
  • Taiwan Semiconductor Manufacturing Co. Ltd.
    3.90%
    Part of fund(s):
    • Vanguard FTSE All-World UCITS ETF USD Accumulation
    • Vanguard FTSE Emerging Markets UCITS
  • Palantir Technologies Inc.
    1.47%
    Part of fund(s):
    • IncomeShares Palantir (PLTR) Options ETP
  • NVIDIA Corporation
    1.36%
    Part of fund(s):
    • Vanguard FTSE All-World UCITS ETF USD Accumulation
    • iShares Automation & Robotics UCITS ETF USD (Acc)
    • iShares Core MSCI World UCITS ETF USD (Acc)
  • Apple Inc
    1.08%
    Part of fund(s):
    • Vanguard FTSE All-World UCITS ETF USD Accumulation
    • iShares Core MSCI World UCITS ETF USD (Acc)
  • Tencent Holdings Ltd
    0.99%
    Part of fund(s):
    • Vanguard FTSE Emerging Markets UCITS
  • Top 10 total 43.80%

The look-through view shows a fun game of “how many times can we own the same themes without noticing.” Direct stakes in NVIDIA, Tesla, Amazon, TSMC, and ASML, plus ETFs that also lean into similar giants, means hidden clustering around the same tech-ish ecosystem. NVIDIA even shows up twice under slightly different names, like it’s trying to sneak into the party with a fake moustache. Top-10 ETF data only covers a slice, so overlap is likely worse than it looks. The takeaway: this is not many independent bets; it’s a bunch of variations on the same big-growth story with a slightly different label.

Factors Info

Value
Preference for undervalued stocks
High
Data availability: 20%
Size
Exposure to smaller companies
Very low
Data availability: 95%
Momentum
Exposure to recently outperforming stocks
Neutral
Data availability: 35%
Quality
Preference for financially healthy companies
Very high
Data availability: 35%
Yield
Preference for dividend-paying stocks
Neutral
Data availability: 75%
Low Volatility
Preference for stable, lower-risk stocks
Low
Data availability: 45%

Factor exposure is where this thing quietly says, “I love quality, but I’m terrified of small stuff.” Factor exposure is basically the ingredients label behind your returns. You’ve got very high quality and high value, but very low size, meaning a big tilt away from smaller companies. The result: you’re hugging big, profitable, established names, while pretending you’re taking wild risks via themey positions. It’s a weird mix: spicy narrative holdings on top of a very “grown-up” quality tilt. Low size and low volatility exposure don’t mean low risk — they just say you like your drama in large, shiny wrappers instead of tiny speculative ones.

Risk contribution Info

  • Vanguard FTSE Emerging Markets UCITS
    Weight: 25.00%
    16.4%
  • NVIDIA Corp.
    Weight: 10.00%
    14.7%
  • Tesla Inc
    Weight: 8.00%
    13.9%
  • iShares Core MSCI World UCITS ETF USD (Acc)
    Weight: 15.00%
    8.5%
  • IncomeShares Palantir (PLTR) Options ETP
    Weight: 5.00%
    8.4%
  • Top 5 risk contribution 61.9%

Risk contribution reveals who’s actually shaking the portfolio, and surprise: it’s not your broad ETFs. That 10% NVIDIA slice contributes 14.71% of total risk, Tesla’s 8% delivers 13.94%, and a dainty 5% in the Palantir options ETP pumps out 8.35% of the risk. Top three positions deliver about 45% of the overall turbulence. Risk contribution is like checking who’s really slamming the accelerator, not just who’s sitting in the car. The takeaway: position size is not the full story — a “small” spicy holding can dominate your emotional experience if markets go sideways. Trimming risk hogs can tame the ride without changing the cast entirely.

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.

On the risk–return chart, your current setup is basically leaving performance chips on the table. The Sharpe ratio — a fancy way of saying “return per unit of stress” — is 1.35, while both the optimal portfolio and even the minimum variance one show higher Sharpe numbers. That means, using only your existing holdings, a different mix could either smooth the ride or aim higher more efficiently. The efficient frontier is the curve showing the best possible trade-off with what you already own; you’re sitting below it like someone insisting on the slow lane with a sports car. Reweighting alone could squeeze more sense out of the same toys.

Dividends Info

  • IncomeShares Palantir (PLTR) Options ETP 0.50%
  • Weighted yield (per year) 0.02%

Dividend yield here is basically a rounding error: total yield of 0.02%. The only thing pretending to pay you is the Palantir options ETP at a token 0.50%, which is more novelty than income strategy. This portfolio isn’t here to send you cash; it’s here to chase growth and vibes. That’s fine if the plan is long-term compounding and reinvestment, but anyone expecting regular payouts is going to be disappointed quickly. The broader point: this setup is built for capital gains, not steady income — so goals, expectations, and stomach lining all need to match that reality.

Ongoing product costs Info

  • Vanguard FTSE Emerging Markets UCITS 0.17%
  • L&G Artificial Intelligence UCITS ETF 0.49%
  • iShares Core MSCI World UCITS ETF USD (Acc) 0.20%
  • iShares Automation & Robotics UCITS ETF USD (Acc) 0.40%
  • Vanguard FTSE All-World UCITS ETF USD Accumulation 0.19%
  • Weighted costs total (per year) 0.14%

Costs are the one area where this portfolio isn’t trying to be dramatic. A total TER of about 0.14% is impressively low, especially given you’ve sprinkled in some themey ETFs that normally love to collect tolls. It’s like you accidentally did the sensible thing while chasing AI and robotics buzzwords. Cheap core funds (those global index ETFs) are doing the heavy lifting here, keeping the overall fee drag modest. The catch: low fees don’t rescue bad structure. You’ve built a low-cost rollercoaster, not a low-cost train. Still, at least you’re not lighting extra money on fire with unnecessary expense bloat.

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