Speculative Growth
Speculation · High risk
High-conviction concentration in equities determined to have explosive return potential, as measured by revenue and profit growth, sector expansion, and price movement. For investors comfortable with idiosyncratic risk.
Speculative Growth
Value-added index computed from rebalance weights and daily prices. Dashed lines mark rebalances.
Philosophy
Asymmetric upside requires asymmetric exposure. We hunt for businesses that could 5–10x — accepting that many will fail entirely. Position sizing assumes losses.
Concentrated basket of high-growth names with explosive revenue trajectories, expanding TAMs, and strong price momentum. Reviewed continuously.
How it's built
The repeatable process behind Speculative Growth.
- 01Universe screen
We start from a defined universe relevant to this strategy and filter for fundamental quality, balance sheet health, and liquidity.
- 02Fundamental scoring
Each candidate is scored on financial strength, competitive position, and exposure to software, biotech, consumer / internet dynamics that drive this portfolio.
- 03Position sizing
Weights reflect conviction, valuation, and risk contribution — not market cap. Concentration is intentional where it earns its keep.
- 04Ongoing review
We re-underwrite each holding continuously and rebalance when the thesis, valuation, or risk profile materially changes.
Holdings
The exchange-listed stocks held in Speculative Growth, with their target allocation. Sector and industry data sourced from Yahoo Finance.
Live from latest rebalance · 5/1/2026
- Lithium Americas Corp.25.0%
- Reddit, Inc.20.0%
- Intel Corporation15.0%
- Sandisk Corporation15.0%
- Micron Technology, Inc.15.0%
- Meta Platforms, Inc.10.0%
Weights reflect the most recent rebalance recorded in our tracker. They drift with market prices between rebalances.
What it looks like in practice
Three plausible paths from here. Real outcomes will sit somewhere along this distribution.
Sector tailwinds and individual catalysts compound over a multi-year window. Concentrated weights drive meaningful relative outperformance.
Quality screens and disciplined sizing deliver returns roughly in line with — to modestly above — the relevant benchmark over a full cycle.
Expect drawdowns consistent with this strategy's high risk profile. The portfolio is built to survive and recover, not to avoid declines.
Is this you?
An honest fit check. We'd rather you pick the right strategy than the most exciting one.
- Treats this as venture-style risk capital
- Can absorb total loss of allocated capital
- Has 7+ year horizon
- Already has core diversified holdings
- You need access to this capital within the next 12–24 months
- You'd panic-sell during a 20%+ drawdown
- You're looking for guaranteed returns or principal protection
Historical context
Power-law dynamics dominate growth investing — a small number of winners drive overall returns. The discipline is owning enough quality names to catch the outliers without diluting their impact.
* Past performance does not guarantee future results. All investments carry risk of loss.
Common questions
- How is this portfolio different from an ETF?
- Unlike a passive ETF, Speculative Growth is actively managed against a specific objective (speculation). Position sizing reflects conviction, not market cap weighting.
- How often will my positions change?
- We rebalance opportunistically rather than on a fixed calendar. In a typical year you can expect modest turnover; in periods of dislocation, more.
- Can I customize the holdings?
- Core holdings follow the strategy, but we can accommodate restrictions (e.g. tax-lot preferences, ESG exclusions, single-name caps) on request.
- What happens in a market downturn?
- This portfolio carries high risk and will participate in market declines. Our discipline is to re-underwrite, not to react — which historically produces better long-term outcomes.
License or access Speculative Growth
Subscribe for data access — live holdings, price targets, and API — or license this portfolio to redistribute it under your firm. Self-serve checkout in a minute, or contact us for AUM-based licensing.
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