This portfolio has only about 0 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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Beautifully chaotic quant experiment that currently looks more like a financial crime scene than a portfolio

Report created on Mar 27, 2026

Risk profile Info

6/7
Aggressive
Less risk More risk

Diversification profile Info

4/5
Broadly Diversified
Less diversification More diversification

Positions

Structurally this thing looks like a mad scientist’s lab: gold-plus-equity, a return-stacking ETF, a chunky single-company position, and then some small-cap value spice on top. On paper it’s “aggressive,” in practice it’s basically levered ideas held together with faith and factor screens. The 25% gold-plus-equity plus 25% stacked stocks-and-bonds combo screams “I read one niche whitepaper and built my whole personality around it.” Takeaway: the building blocks are clever but busy. With zero live history, this setup is more concept car than daily driver — cool to look at, but you really don’t know how it handles on an actual road yet.

Growth Info

Over the majestic sample of one week, $1,000 turned into about $970, giving a hilariously useless “CAGR” of -123% versus a still-ridiculous -56% and -60% for the benchmarks. Max drawdown at -3.1% isn’t exactly the apocalypse, but with only days of data, treating this like a warning or a promise is nonsense. Past performance is usually “yesterday’s weather,” and here it’s more like the last 5 minutes on a broken thermometer. Takeaway: ignore the fake drama — these numbers don’t say “this is doomed,” they say “you turned the engine on and immediately checked the odometer.”

Asset classes Info

  • Stocks
    86%
  • Bonds
    12%
  • Other
    1%

Asset mix: about 86% stocks, 12% bonds, 1% “other.” For something labeled “aggressive,” that checks out — this is unapologetically growth- and risk-oriented. The return-stacked ETF complicates things under the hood, but at the top level you’re basically saying, “Yes, I’d like the roller coaster, and keep the safety bar loose.” The modest bond slice isn’t there to coddle you; it’s more “polite nod to diversification” than real shock absorber. Takeaway: this is designed for someone who can watch double-digit drawdowns without sprinting for the sell button, not for anyone who checks balances daily with a cup of chamomile.

Sectors Info

  • Technology
    18%
  • No data
    16%
  • Financials
    14%
  • Industrials
    11%
  • Consumer Discretionary
    10%
  • Health Care
    6%
  • Telecommunications
    6%
  • Energy
    6%
  • Basic Materials
    5%
  • Consumer Staples
    4%
  • Utilities
    2%
  • Real Estate
    2%

This breakdown covers the equity portion of your portfolio only.

Sector-wise, you’ve got a tech tilt at 18%, then a decent mix of financials, industrials, discretionary, and a grab bag of everything else. The 16% “no data” chunk probably sits in the exotic or opaque part of your structure, but we’re not guessing what’s in there. Overall, it’s not some ridiculous single-sector obsession — more like a broad salad with tech croutons and a mystery dressing. Takeaway: this isn’t a disaster, but don’t confuse “lots of sectors” with “safely diversified.” When markets get punched, most cyclical sectors still tend to fall together; you just get to lose money in more interesting ways.

Regions Info

  • North America
    56%
  • No data
    16%
  • Europe Developed
    11%
  • Japan
    6%
  • Asia Developed
    4%
  • Asia Emerging
    3%
  • Australasia
    2%
  • Africa/Middle East
    1%
  • Latin America
    1%

This breakdown covers the equity portion of your portfolio only.

Geographically, you’re very much “U.S. is home base” with 56% in North America, then a respectable scattering across developed and emerging areas. For a U.S.-based aggressive setup, that bias is totally on brand — America gets the spotlight, the rest of the world is the backing band. The 16% “no data” slice again hides some detail, likely coming from structured or blended exposures. Takeaway: this is not America-or-bust, but it’s definitely America-or-at-least-front-row. If the U.S. has a bad decade while other regions shine, you’ll still feel like you showed up late to the better party.

Market capitalization Info

  • Mega-cap
    30%
  • Large-cap
    20%
  • No data
    16%
  • Mid-cap
    15%
  • Small-cap
    11%
  • Micro-cap
    6%

This breakdown covers the equity portion of your portfolio only.

Market cap mix is actually one of the more interesting parts: 30% mega-cap, 20% large-cap, then a meaningful pile in mid, small, and even micro caps. So you’ve combined “grown-up” blue chips with “please-don’t-go-to-zero” tiny companies. That’s a bold choice — small and micro caps can add long-term juice but also love disappearing into drawdowns when volatility spikes. Takeaway: this isn’t a smooth index hug; it’s a barbell between giants and scrappers. That can work over long horizons but demands serious emotional stamina when the scrappers get punched harder than the big names during ugly markets.

True holdings Info

  • WisdomTree Trust
    16.00%
  • SPDR Russell 3000 ETF
    13.35%
    Part of fund(s):
    • Return Stacked Global Stocks & Bonds ETF
  • NVIDIA Corporation
    1.89%
    Part of fund(s):
    • WisdomTree Efficient Gold Plus Equity Strategy Fund
  • Apple Inc
    1.61%
    Part of fund(s):
    • WisdomTree Efficient Gold Plus Equity Strategy Fund
  • First American Funds Inc. - Government Obligations Fund
    1.60%
    Part of fund(s):
    • Return Stacked Global Stocks & Bonds ETF
  • Alphabet Inc Class A
    1.52%
    Part of fund(s):
    • WisdomTree Efficient Gold Plus Equity Strategy Fund
  • Microsoft Corporation
    1.22%
    Part of fund(s):
    • WisdomTree Efficient Gold Plus Equity Strategy Fund
  • Amazon.com Inc
    0.89%
    Part of fund(s):
    • WisdomTree Efficient Gold Plus Equity Strategy Fund
  • Taiwan Semiconductor Manufacturing Co. Ltd.
    0.80%
    Part of fund(s):
    • Return Stacked Global Stocks & Bonds ETF
    • Vanguard Total International Stock Index Fund ETF Shares
  • Meta Platforms Inc.
    0.66%
    Part of fund(s):
    • WisdomTree Efficient Gold Plus Equity Strategy Fund
  • Top 10 total 39.54%

This breakdown covers the equity portion of your portfolio only.

The look-through shows a very on‑brand modern twist: big allocation to WisdomTree via that 16% single name plus exposure through other products, a pile of broad U.S. exposure via the SPDR Russell 3000, and the usual mega‑cap suspects (NVIDIA, Apple, Microsoft, Alphabet, Amazon, etc.) sprinkled in. Overlap is clearly there, especially in big U.S. names, but the data only covers ETF top 10s, so hidden repetition is almost definitely higher. It’s like buying three different “variety packs” and discovering they all contain the same chips. Takeaway: you’re more concentrated in core U.S. growth names and WisdomTree risk than the surface weights suggest.

Factors Info

Value
Preference for undervalued stocks
Very high
Data availability: 20%
Size
Exposure to smaller companies
Low
Data availability: 70%
Momentum
Exposure to recently outperforming stocks
No data
Data availability: 0%
Quality
Preference for financially healthy companies
No data
Data availability: 0%
Yield
Preference for dividend-paying stocks
No data
Data availability: 0%
Low Volatility
Preference for stable, lower-risk stocks
High
Data availability: 59%

Factor exposure is where you quietly turned into a quant. Heavy lean into value, decent size tilt toward smaller names, and a strong low-volatility flavor. Factors are basically the hidden ingredients driving behavior — value, size, quality, etc. You’ve accidentally or intentionally built a “cheap-ish, smaller, steadier” bias. The twist: signal coverage is only around 25% on average, so we’re squinting through fog here. Still, leaning into value and low vol while also messing with leverage/stacking is like eating a salad with a milkshake — the health message gets mixed. Takeaway: if markets reward growth darlings instead of value, expect some FOMO pain.

Risk contribution Info

  • WisdomTree Efficient Gold Plus Equity Strategy Fund
    Weight: 25.00%
    30.6%
  • Return Stacked Global Stocks & Bonds ETF
    Weight: 25.00%
    24.6%
  • WisdomTree Trust
    Weight: 16.00%
    17.0%
  • Vanguard Total International Stock Index Fund ETF Shares
    Weight: 14.00%
    14.3%
  • Avantis® International Small Cap Value ETF
    Weight: 7.75%
    7.8%
  • Top 5 risk contribution 94.2%

Risk contribution shows who’s actually rocking the boat, not just who looks big on the page. Here, the top three positions — gold-plus-equity ETF, stacked ETF, and the WisdomTree stock — make up over 72% of portfolio risk. That gold-plus-equity fund alone carries more risk than its 25% weight, punching at 30.6%. Risk contribution is basically “who’s driving the drama in your account balance,” and right now a few names have the keys to the car. Takeaway: trimming or reweighting those top drivers could calm the ride a lot without changing your overall theme — unless you like sharp plot twists.

Redundant positions Info

  • Vanguard Total International Stock Index Fund ETF Shares
    Avantis® International Small Cap Value ETF
    Return Stacked Global Stocks & Bonds ETF
    WisdomTree Trust
    High correlation

Your core holdings are pretty cozy with each other: the international ETF, international small value, the stacked ETF, and WisdomTree are highly correlated. Correlation just means they tend to move together — so when the party’s good, nice; when it’s bad, everything hits the floor at once. That defeats a big point of diversification, which is “some stuff zigs while other stuff zags.” Here, a lot of it just zigs in unison. Takeaway: this setup is fine if you’re emotionally prepared for synchronized moves, but don’t expect a bunch of magic offsets when broad global equities get slammed.

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 chart is basically screaming at you. The current portfolio has ugly negative expected return and a Sharpe ratio deep in the red, while the “optimal” and minimum variance portfolios — using the same ingredients — show sky-high positive returns and strong Sharpe. The efficient frontier is the curve of best possible tradeoffs between risk and return from your existing holdings. You’re sitting well below it, which is like buying a sports car and insisting on driving it in first gear with the parking brake half on. Takeaway: just reweighting what you already own could massively improve the math, at the same or even lower risk level.

Dividends Info

  • Avantis® International Small Cap Value ETF 3.00%
  • Avantis® U.S. Small Cap Value ETF 1.40%
  • WisdomTree Efficient Gold Plus Equity Strategy Fund 4.50%
  • Return Stacked Global Stocks & Bonds ETF 3.70%
  • Vanguard Total International Stock Index Fund ETF Shares 3.00%
  • Weighted yield (per year) 2.87%

Total yield around 2.9% is respectable for an aggressive, factor-heavy portfolio — not a pure income play, but not ignoring cash either. The gold-plus-equity fund and the return-stacked ETF pull their weight on income, but be honest: nobody built this monstrosity for the dividends. Yield here is more side-effect than strategy. And dividends are not guaranteed; they can be cut faster than you can say “distribution policy.” Takeaway: if the goal is income stability, this is more “spicy bonus” than foundation. For growth-focused setups, a modest yield is fine, just don’t pretend it’s your safety net when markets drop.

Ongoing product costs Info

  • Avantis® International Small Cap Value ETF 0.36%
  • Avantis® U.S. Small Cap Value ETF 0.25%
  • WisdomTree Efficient Gold Plus Equity Strategy Fund 0.20%
  • Return Stacked Global Stocks & Bonds ETF 0.41%
  • Vanguard Total International Stock Index Fund ETF Shares 0.05%
  • Weighted costs total (per year) 0.22%

Costs are the part you somehow didn’t mess up. A total expense ratio of about 0.22% is impressively low for something this weird and factor-y. You’ve blended cheap broad exposure (thanks, Vanguard) with pricier, more specialized stuff without letting the overall cost blow out. Think of TER as a slow leak from your returns; here, the leak is more like a gentle hiss than a puncture. Takeaway: fees are under control — you either did your homework or got lucky clicking. Now the bigger problem is whether the strategy itself behaves, not whether costs quietly eat you alive.

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