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Lychee's Tail (My Portfolio)

Elevation Finance

In brief

A U.S.-equity-led portfolio with international diversification and focused technology, semiconductor, and quantum-computing sleeves.

Profile sources: VanguardVanEckDefiance ETFs

Published
Last reviewed

At a glance

5 asset sleeves

Review periodically and rebalance when the allocation moves materially away from its targets.

Growth assets

80%

Bonds & reserves

0%

Other diversifiers

20%

Target allocation

What the portfolio holds

S&P 500

VOO

70%

Total international stocks

VXUS

10%

U.S. information technology

VGT

10%

Semiconductors

SMH

5%

Quantum computing and machine learning

QTUM

5%

Tickers are liquid U.S.-listed examples, not recommendations or exact historical fund selections.

Allocation sources: VanguardVanEckDefiance ETFs

Decision context

Potential advantages and trade-offs

These observations follow from the displayed allocation and implementation. They are not a recommendation or a prediction of future performance.

Potential advantages

  • Spreads its target allocation across 5 distinct sleeves rather than relying on a single holding.
  • Includes non-U.S. exposure, reducing exclusive dependence on one national market.
  • Publishes explicit target weights, making drift and rebalancing decisions measurable.

Important trade-offs

  • Aggressive risk means losses and drawdowns can be substantial even when the long-term thesis remains unchanged.
  • Approximately 100% of the displayed allocation is equity-like, leaving limited conventional bond ballast.
  • The largest sleeve is 70% of the portfolio, so its behavior can dominate the result.
  • Thematic and sector sleeves can overlap with broad U.S. funds and increase concentration in the same companies.

Portfolio Visualizer

Compare historical performance

Backtest this allocation beside two familiar U.S. equity benchmarks. The comparison starts with $10,000, reinvests dividends, and rebalances annually.

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Growth of $10,000

Monthly total returns · maximum available history

PortfolioSPYQQQ
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5 holdings

Portfolio 1

Lychee's Tail (My Portfolio)

Target allocation from this profile

100%

Portfolio 2

S&P 500

SPY benchmark

100%

Portfolio 3

Nasdaq-100

QQQ benchmark

Portfolio Visualizer opens in a new tab because its site does not support embedded frames. Results begin at the latest common inception date for the selected funds.

Implementation note

The satellite funds overlap with companies already held through VOO, so the portfolio intentionally increases exposure to technology and semiconductor-related businesses.

Sources and context

Target allocations are educational examples, not personalized advice. Fund availability, taxes, trading costs, account type, time horizon, and capacity for loss can all change the appropriate implementation. Historical diversification does not guarantee future results.

Sources document the strategy, underlying methodology, or the representative funds used here. ETF tickers are illustrative U.S.-listed implementations and may differ from an originator’s original funds or current model.