Flying too close to the sun with speculative stocks and a sprinkle of dividends for conscience
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.
What type of investor this portfolio is suitable for
Speculative Investors
This portfolio is perfect for the thrill-seeker who views the stock market as the world's most exciting casino. It's for the investor who loves roller coasters more than quiet walks in the park, one who equates investing to skydiving without a parachute. High risk tolerance is an understatement; this investor seeks adrenaline rushes, cares less about diversification, and has a very short-term horizon, possibly mistaking the stock market for a get-rich-quick scheme.
Positions
-
IONQ Inc
IONQ - US46222L1089 31.81% -
Joby Aviation
JOBY - KYG651631007 23.13% -
Archer Aviation Inc
ACHR - US03945R1023 13.30% -
Abcellera Biologics Inc
ABCL - CA00288U1066 13.01% -
Schwab U.S. Dividend Equity ETF
SCHD - US8085247976 8.67% -
Ast Spacemobile Inc
ASTS - US00217D1000 7.52% -
SEALSQ Corp
LAES - VGG794831062 2.56%
This portfolio is like a roller coaster that only goes up, assuming you don't look down. With over 68% sunk into three high-flying companies in aviation and quantum computing, it's the investment equivalent of betting on red at the roulette table, but you've chosen the red that's actually magenta and only shows up once every full moon. The token nod to diversification with a dividend ETF feels like putting a Band-Aid on a broken leg.
Growth
Historical performance shows a CAGR that would make even the most stoic investor's heart race, but that max drawdown is like a horror movie jump scare - you know it's coming, but it still gets you every time. Relying on 14 days for 90% of your returns is like expecting to win the lottery because your neighbor did; exhilarating but hardly a strategy.
Projection
Monte Carlo simulations with this portfolio must look like the scribbles of a toddler: wildly optimistic at the 50th percentile but with a 5th percentile that suggests a potential 93.5% loss. It's a reminder that simulations are as much about the nightmares as the dreams, and this portfolio seems to have forgotten to check under the bed.
Asset classes
- Stocks 100%
- Cash 0%
With a 100% allocation to stocks, this portfolio throws caution to the wind. There's no cash cushion, no bonds to soften the blow of a market downturn, just raw, unbridled optimism in equities. It's like driving a race car on a rainy day with no seatbelt.
Sectors
- Technology 43%
- Industrials 37%
- Health Care 14%
- Energy 2%
- Consumer Staples 2%
- Consumer Discretionary 1%
- Financials 1%
- Telecommunications 0%
- Basic Materials 0%
- Utilities 0%
The sector allocation here screams "tech and planes or bust," with a side of biotech for flavor. With over 80% in technology and industrials, it's like packing for a trip to the beach and only bringing swim trunks and sunglasses - what happens if it rains or you want to go to a nice restaurant?
Regions
- North America 97%
- Europe Developed 3%
- Latin America 0%
The geographic allocation is like believing the world is 97% America. While home bias is common, this portfolio takes it to an extreme. The token 3% in developed Europe feels more like an afterthought, like remembering to water your plant only after it's wilted.
Market capitalization
- Large-cap 67%
- Mid-cap 16%
- Small-cap 16%
- Micro-cap 0%
The big, medium, and small cap split is the only sign of traditional wisdom in an otherwise maverick portfolio. But with the types of companies chosen, even this diversification within market caps feels like choosing different flavors of the same high-calorie dessert.
Dividends
- Schwab U.S. Dividend Equity ETF 3.80%
- Weighted yield (per year) 0.33%
The dividend yield is the lone voice of reason in a cacophony of speculation. But at 0.33% total yield, it's like bringing a water pistol to a wildfire. Nice effort, but vastly inadequate for the task at hand.
Ongoing product costs
- Schwab U.S. Dividend Equity ETF 0.06%
- Weighted costs total (per year) 0.01%
The overall costs are impressively low, which is like getting a great deal on tickets for the Titanic's maiden voyage. Economical, yes, but you might question the final destination.
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.
This portfolio is as far from the Efficient Frontier as Pluto is from the sun. The idea is to maximize returns for a given level of risk, but this portfolio seems to have mistaken that for maximizing risk for theoretical returns. It's like trying to improve gas mileage by strapping a rocket to a car.
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