Growth rate since Jun 2021
14.62%
Indexed values (base 100 at inception): market value vs. invested capital
The Growth Rate is calculated using the Internal Rate of Return (IRR), a performance metric that accounts for all contributions, withdrawals, and timing of cash flows in your portfolio.
An IRR of 7% means your portfolio grew as if it earned a consistent 7% annual return over the selected period.
Time-Weighted Return (TWR) isolates each quarter's return from the effect of deposits and withdrawals, showing how your investments actually performed regardless of when money was added or removed.
Month-by-month Time-Weighted Return (TWR) since inception, isolating each month's return from the effect of deposits and withdrawals.
Generated based on your portfolio data
🌍 Geographic dominance – North America’s 75% weight amplifies growth cycles, outshining global diversification in bull markets.
💰 Currency/regulatory drag – Heavy U.S. exposure locks in FX risks; global policy shifts (e.g., tariffs, EM volatility) erode returns.
📉 Sector cyclicality – Sensitive sectors (IT, Industrials) underperform in recessions; defensive sectors (Health Care) lag in high-rate regimes.
Sensitive
54.09%
Cyclical
29.19%
Defensive
16.72%
Information Technology
29.72%
Financials
15.66%
Industrials
12.32%
Health Care
9.04%
Consumer Discretionary
8.57%
Communication Services
7.78%
Consumer Staples
5.11%
Energy
4.27%
Materials
3.16%
Utilities
2.57%
Real Estate
1.80%
North America
75.85%
Europe
15.78%
Asia
6.66%
Oceania
1.71%
United States of America
72.40%
Japan
5.89%
United Kingdom
3.60%
Canada
3.44%
Germany
2.40%
Switzerland
2.27%
France
2.26%
Australia
1.67%
Netherlands
1.46%
Spain
1.00%
Sweden
0.85%
Italy
0.83%
Hong Kong
0.45%
Finland
0.30%
Belgium
0.28%
Israel
0.24%
Denmark
0.17%
Norway
0.15%
Austria
0.09%
Singapore
0.08%
Portugal
0.06%
New Zealand
0.04%
Luxembourg
0.03%
Ireland
0.02%
How your portfolio's geographic exposure has shifted month by month.
How your portfolio's Cyclical / Defensive / Sensitive exposure has shifted month by month.
Per page
| Name | Percentage | Country | Sector | |
|---|---|---|---|---|
1 | NVIDIA | 5.25% |  | |
1 | Apple | 4.99% | | |
1 | Microsoft | 3.80% | | |
1 | Amazon.com | 2.73% | | |
1 | Alphabet Inc. | 2.16% | | |
1 | Broadcom | 1.73% | | |
1 | Alphabet | 1.70% | | |
1 | Meta Platforms | 1.37% | | |
1 | Micron Technology | 1.15% | | |
1 | Tesla | 1.06% | | |
1 | JPMorgan Chase & | 1.04% | | |
1 | Eli Lilly and Company | 1.04% | | |
1 | Advanced Micro Devices | 0.85% | | |
1 | Berkshire Hathaway Inc. | 0.77% | | |
1 | ASML Holding N.V. | 0.73% |  |