High growth concentrated stock portfolio with strong quality tilt and aggressive return profile

Report created on Mar 26, 2026

Risk profile

  • Secure
    Speculative

The risk profile, derived from past market volatility, reflects the level of risk the portfolio is exposed to. This assessment helps align your investments with your financial goals and comfort with market fluctuations.

Diversification profile

  • Focused
    Diversified

The diversification assessment evaluates the spread of investments across asset classes, regions, and sectors. This ensures a balanced mix, reducing risk and maximizing returns by not concentrating in any single area.

Positions

This portfolio is almost entirely built from individual stocks with a few broad ETFs around the edges. Every dollar is in equities, with a meaningful slice in a diversified S&P 500 fund plus international and small-cap value exposure, but most risk is driven by a cluster of automation and semiconductor names. That structure matters because single stocks can swing much more than broad funds, especially in concentrated themes. The mix here leans clearly toward aggressive growth instead of balance. For someone happy with big ups and downs, this kind of setup can be powerful, but anyone wanting smoother rides would usually dial up the diversified ETFs and dial down the individual names.

Growth Info

From late 2019 to now, $1,000 grew to about $8,765, which is extraordinary. The portfolio’s compound annual growth rate (CAGR) of roughly 38.8% crushed both the US market and global market, which were in the low to mid-teens. CAGR is like your average speed on a long road trip, smoothing out all the stops and sprints. The flip side is a max drawdown of about -36.8%, meaning at one point it was more than a third below a prior peak. That kind of fall is steep but not wildly out of line with aggressive equity portfolios. Past success is impressive, but it doesn’t guarantee the next decade looks similar.

Asset classes Info

  • Stocks
    100%

All assets here are equities, with no bonds, cash-like holdings, or alternatives. That pure-stock stance maximizes long-term growth potential but also exposes the portfolio fully to equity market cycles. Asset class diversification – for example mixing stocks with bonds or cash – tends to smooth returns, cushioning big drops when markets sell off. Being 100% in stocks fits an aggressive, long-horizon mindset where interim volatility is acceptable. For someone closer to needing the money, or simply sleeping better with fewer big swings, shifting a portion into lower-risk asset classes can make the ride more manageable without abandoning growth entirely.

Sectors Info

  • Technology
    43%
  • Industrials
    37%
  • Financials
    5%
  • Consumer Discretionary
    3%
  • Health Care
    3%
  • Telecommunications
    3%
  • Energy
    2%
  • Consumer Staples
    2%
  • Basic Materials
    1%
  • Utilities
    1%
  • Real Estate
    1%

Sector exposure is heavily tilted toward technology and industrials, which together dominate the portfolio. Smaller allocations trickle into areas like financials, consumer-related businesses, health care, and other sectors, but these are more like seasoning than the main dish. A tech- and industrial-heavy portfolio can shine when innovation, automation, and infrastructure spending are in favor but may feel sharper drawdowns if rates rise or cyclicals stumble. On the positive side, this concentrated tilt aligns well with the kind of companies that have driven recent outperformance. Anyone choosing this profile should be comfortable with sector-specific cycles and the possibility of long periods where these themes lag.

Regions Info

  • North America
    74%
  • Europe Developed
    16%
  • Asia Emerging
    6%
  • Japan
    1%
  • Asia Developed
    1%

Geographically, most exposure is in North America, with a solid secondary weight in developed Europe and some additional allocation to Asia, including emerging markets. That’s broadly in the ballpark of many global equity benchmarks, though still clearly US-heavy. A home-country tilt is common for US-based investors and has been rewarded over the past decade as US markets outperformed many peers. The international slice adds useful diversification against US-specific risks like policy changes or sector bubbles. Keeping this kind of global mix generally supports resilience, though anyone seeking even more diversification could gradually raise non‑US exposure if they want a closer match to the global market.

Market capitalization Info

  • Large-cap
    49%
  • Mega-cap
    41%
  • Mid-cap
    5%
  • Small-cap
    3%
  • Micro-cap
    2%

The market cap breakdown is dominated by mega-cap and large-cap names, with only modest allocations to mid, small, and micro-cap stocks. Larger companies tend to be more established, with deeper resources and usually more stable earnings, while smaller companies are often more volatile but can deliver sharper growth spurts. This profile leans into the stability and influence of big players while still leaving a small sleeve for smaller, more nimble businesses through dedicated holdings and the small-cap value ETF. That mix is broadly consistent with many global indexes, which are also large-cap heavy, and it helps avoid the extreme volatility that a small-cap–dominated portfolio might show.

True holdings Info

  • Rockwell Automation Inc
    11.45%
  • NVIDIA Corporation
    8.20%
    Part of fund(s):
    • Vanguard S&P 500 ETF
    Direct holding 6.80%
  • Quanta Services Inc
    7.79%
  • Eaton Corporation PLC
    7.67%
  • Microsoft Corporation
    6.92%
    Part of fund(s):
    • Vanguard S&P 500 ETF
    Direct holding 5.97%
  • Arista Networks
    6.58%
  • Broadcom Inc
    6.16%
    Part of fund(s):
    • Vanguard S&P 500 ETF
    Direct holding 5.67%
  • Vertiv Holdings Co
    6.00%
  • Taiwan Semiconductor Manufacturing
    5.01%
  • ASML Holding NV
    5.00%
  • Top 10 total 70.78%

Looking through the ETFs into their top holdings, overlap is surprisingly modest but still noticeable in a few big tech names. Microsoft, NVIDIA, and Broadcom show up both as direct holdings and inside ETFs, modestly amplifying exposure to those companies beyond their visible weights. Hidden concentration matters because a stock held directly and via funds can drive more of the portfolio than expected when it surges or plunges. Coverage is incomplete since only ETF top-10 positions are visible, so overlap is probably understated. The broad takeaway: this is still very much a “handful of powerful names plus some diversification,” not a fully spread-out basket.

Factors Info

Value
Preference for undervalued stocks
Low
Data availability: 72%
Size
Exposure to smaller companies
Very low
Data availability: 72%
Momentum
Exposure to recently outperforming stocks
Neutral
Data availability: 100%
Quality
Preference for financially healthy companies
Very high
Data availability: 68%
Yield
Preference for dividend-paying stocks
Low
Data availability: 61%
Low Volatility
Preference for stable, lower-risk stocks
Neutral
Data availability: 100%

Factor exposure shows strong tilts toward quality, momentum, and a moderate lean to low volatility and yield, with less emphasis on value and size. Factors are like the underlying “personality traits” of your stocks – quality reflects strong balance sheets and profits, momentum is recent winner performance, and low volatility tends to be steadier names. A strong quality tilt is encouraging; historically, resilient businesses often hold up better in tough markets. High momentum can amplify gains in rising markets but can hurt when trends abruptly reverse. The relatively modest value and small-size exposure means this portfolio is less tied to classic “cheap and small” factor cycles.

Risk contribution Info

  • Vanguard S&P 500 ETF
    Weight: 19.15%
    13.4%
  • Rockwell Automation Inc
    Weight: 11.45%
    11.0%
  • NVIDIA Corporation
    Weight: 6.80%
    10.7%
  • Vertiv Holdings Co
    Weight: 6.00%
    9.6%
  • Arista Networks
    Weight: 6.58%
    8.1%
  • Top 5 risk contribution 52.6%

Risk contribution numbers show that a few holdings drive a disproportionately large share of overall volatility. For example, NVIDIA and Vertiv each contribute more risk than their weights alone would suggest, with risk/weight ratios well above 1. That means each dollar in those names is pulling harder on the portfolio’s ups and downs than a dollar in broader ETFs like the S&P 500 fund. Understanding this is key: risk contribution is about how much each holding moves the whole portfolio, not just how big it is. If the goal is to tame swings without changing the core ideas, adjusting position sizes in the highest risk contributors is a straightforward lever.

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, the current portfolio sits below the efficient frontier, with a Sharpe ratio of 1.16 compared to 1.55 for the optimal mix. The efficient frontier is the curve of best possible returns for each risk level using just your existing holdings. Being below it means that, in theory, simply reweighting these same positions could improve the balance of risk and return. The minimum-variance mix would cut risk but also expected return, while the optimal or same-risk variants push for much better efficiency. The positive message: you’re already in a strong return zone, and there’s still room to fine‑tune the weights to squeeze more from the same ingredients.

Dividends Info

  • ASML Holding NV 0.80%
  • Broadcom Inc 0.60%
  • Avantis® U.S. Small Cap Value ETF 1.40%
  • Eaton Corporation PLC 0.80%
  • Microsoft Corporation 0.90%
  • Quanta Services Inc 0.10%
  • Rockwell Automation Inc 1.50%
  • Taiwan Semiconductor Manufacturing 0.60%
  • Vanguard S&P 500 ETF 1.20%
  • Vertiv Holdings Co 0.10%
  • Vanguard Total International Stock Index Fund ETF Shares 3.00%
  • Weighted yield (per year) 0.96%

The portfolio’s total dividend yield, under 1%, is quite low, and that’s consistent with a growth-focused equity approach. Most of the key holdings either pay modest dividends or prioritize reinvesting profits into expansion, research, or acquisitions. Dividends matter most for investors who want regular cash flow or who rely on income to fund expenses. Here, the focus is clearly on capital appreciation: making the portfolio’s value grow rather than generating checks. That’s perfectly reasonable for long time horizons and higher risk tolerance. Anyone needing more income down the line could gradually shift a portion into higher-yielding funds or stocks without overhauling the whole strategy.

Ongoing product costs Info

  • Avantis® U.S. Small Cap Value ETF 0.25%
  • Vanguard S&P 500 ETF 0.03%
  • Vanguard Total International Stock Index Fund ETF Shares 0.05%
  • Weighted costs total (per year) 0.02%

Costs are impressively low, with a total expense ratio around 0.02% thanks to cheap core ETFs and the dominance of individual stocks, which don’t have ongoing fund fees. TER (Total Expense Ratio) is like the annual “membership fee” for owning a fund; lower fees mean more of the portfolio’s return stays in your pocket. Over long periods, even tiny differences in costs can compound into meaningful dollar amounts. This cost profile is a real strength and strongly supports better long-term outcomes, especially when combined with a buy-and-hold approach that avoids frequent trading and unnecessary friction.

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