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Rocket Growth

Last updated Sep 21, 2023

Working on building a hyper growth portfolio. This is designed to build wealth very quickly with a great degree of risk involved in order to get wealthy by middle-late middle age starting to invest in early twenties. Reliably yield £100,000 of a multi million pound portfolio for the investor.

Asset Allocation


TECL 24%ACWL.L 18%WITS.AS 16%ANRJ.L 11%CSPX.AS 10%EDGE.TO 7%AMZN 4%TSLA 4%AMTR 4%BLK 2%EquityEquity
PositionCategory/SectorWeight
TECL
Direxion Daily Technology Bull 3X Shares
Leveraged Equities, Leveraged24%
ACWL.L
Lyxor MSCI All Country World UCITS ETF
Global Equities18%
WITS.AS
iShares MSCI World Information Technology Sector ESG UCITS ETF
Technology Equities16%
ANRJ.L
Amundi ETF MSCI Europe Energy UCITS ETF
Energy Equities11%
CSPX.AS
iShares Core S&P 500 UCITS ETF
Large Cap Blend Equities10%
EDGE.TO
Evolve Innovation Index Fund
7%
AMZN
Amazon.com, Inc.
Consumer Cyclical4%
TSLA
Tesla, Inc.
Consumer Cyclical4%
AMTR
ETRACS Alerian Midstream Energy Total Return Index ETN
MLPs4%
BLK
BlackRock, Inc.
Financial Services2%

Performance

The chart shows the growth of an initial investment of $10,000 in Rocket Growth , comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%10.00%20.00%30.00%AprilMayJuneJulyAugustSeptember
22.09%
10.87%
Rocket Growth
Benchmark (^GSPC)
Portfolio components

Returns


1 month6 monthsYear-To-Date1 year5 years (annualized)10 years (annualized)
Benchmark0.33%11.48%14.66%16.16%8.64%N/A
Rocket Growth 0.97%21.48%44.67%36.90%17.05%N/A
CSPX.AS
iShares Core S&P 500 UCITS ETF
0.71%12.15%17.04%16.33%10.15%N/A
WITS.AS
iShares MSCI World Information Technology Sector ESG UCITS ETF
-0.08%19.01%39.28%37.13%10.08%N/A
AMZN
Amazon.com, Inc.
0.77%37.06%61.06%14.13%-5.30%N/A
TSLA
Tesla, Inc.
12.61%36.61%113.18%-12.70%23.14%N/A
BLK
BlackRock, Inc.
3.39%6.40%-1.43%15.66%5.07%N/A
EDGE.TO
Evolve Innovation Index Fund
2.01%8.29%16.28%7.88%-0.66%N/A
ACWL.L
Lyxor MSCI All Country World UCITS ETF
1.25%8.79%12.97%16.60%6.61%N/A
TECL
Direxion Daily Technology Bull 3X Shares
-3.64%35.90%106.62%74.60%12.76%N/A
AMTR
ETRACS Alerian Midstream Energy Total Return Index ETN
1.83%14.09%8.21%7.98%27.26%N/A
ANRJ.L
Amundi ETF MSCI Europe Energy UCITS ETF
6.48%14.53%10.82%29.86%35.02%N/A

Asset Correlations Table

The table below shows the correlation coefficients between the assets in the portfolio.

ANRJ.LACWL.LAMTRTSLAAMZNWITS.ASBLKCSPX.ASEDGE.TOTECL
ANRJ.L1.000.250.620.150.070.280.300.400.330.18
ACWL.L0.251.000.250.270.310.450.360.520.370.41
AMTR0.620.251.000.230.240.230.490.380.460.36
TSLA0.150.270.231.000.490.410.410.420.550.58
AMZN0.070.310.240.491.000.430.510.410.540.73
WITS.AS0.280.450.230.410.431.000.470.840.600.61
BLK0.300.360.490.410.510.471.000.560.620.67
CSPX.AS0.400.520.380.420.410.840.561.000.630.58
EDGE.TO0.330.370.460.550.540.600.620.631.000.71
TECL0.180.410.360.580.730.610.670.580.711.00

Sharpe Ratio

The current Rocket Growth Sharpe ratio is 1.61. A Sharpe ratio greater than 1.0 is considered acceptable.

-1.000.001.002.003.004.001.61

The Sharpe ratio of Rocket Growth is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50AprilMayJuneJulyAugustSeptember
1.61
1.24
Rocket Growth
Benchmark (^GSPC)
Portfolio components

Dividend yield

Rocket Growth granted a 0.24% dividend yield in the last twelve months.


TTM20222021202020192018201720162015201420132012
Rocket Growth 0.24%0.25%0.19%0.29%0.15%0.19%0.07%0.06%0.06%0.05%0.05%0.08%
CSPX.AS
iShares Core S&P 500 UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WITS.AS
iShares MSCI World Information Technology Sector ESG UCITS ETF
0.56%0.82%0.42%0.74%0.13%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AMZN
Amazon.com, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TSLA
Tesla, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BLK
BlackRock, Inc.
2.91%2.82%1.90%2.16%2.89%3.47%2.26%2.86%3.12%2.70%2.72%3.81%
EDGE.TO
Evolve Innovation Index Fund
0.07%0.08%0.08%0.06%0.09%0.09%0.00%0.00%0.00%0.00%0.00%0.00%
ACWL.L
Lyxor MSCI All Country World UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TECL
Direxion Daily Technology Bull 3X Shares
0.36%0.22%0.33%0.52%0.26%0.48%0.10%0.00%0.00%0.00%0.00%0.00%
AMTR
ETRACS Alerian Midstream Energy Total Return Index ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ANRJ.L
Amundi ETF MSCI Europe Energy UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Expense Ratio

The Rocket Growth has a high expense ratio of 0.44%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


0.25%
0.00%2.15%
0.07%
0.00%2.15%
1.08%
0.00%2.15%
0.75%
0.00%2.15%
0.45%
0.00%2.15%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
CSPX.AS
iShares Core S&P 500 UCITS ETF
0.75
WITS.AS
iShares MSCI World Information Technology Sector ESG UCITS ETF
1.80
AMZN
Amazon.com, Inc.
0.22
TSLA
Tesla, Inc.
-0.25
BLK
BlackRock, Inc.
0.38
EDGE.TO
Evolve Innovation Index Fund
0.29
ACWL.L
Lyxor MSCI All Country World UCITS ETF
0.55
TECL
Direxion Daily Technology Bull 3X Shares
0.86
AMTR
ETRACS Alerian Midstream Energy Total Return Index ETN
0.29
ANRJ.L
Amundi ETF MSCI Europe Energy UCITS ETF
0.85

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-9.14%
-8.22%
Rocket Growth
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Rocket Growth . A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Rocket Growth is 41.54%, recorded on Oct 12, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.54%Dec 28, 2021206Oct 12, 2022
-10.51%Feb 16, 202115Mar 8, 202122Apr 8, 202137
-8.88%Apr 27, 202112May 12, 202122Jun 11, 202134
-8.36%Oct 22, 20207Oct 30, 20204Nov 5, 202011
-7.35%Sep 7, 202120Oct 4, 202110Oct 18, 202130

Volatility Chart

The current Rocket Growth volatility is 5.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%AprilMayJuneJulyAugustSeptember
5.72%
3.27%
Rocket Growth
Benchmark (^GSPC)
Portfolio components