Growth rate since Jun 2021
15.26%
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.
Sensitive
55.79%
Cyclical
28.07%
Defensive
16.14%
Information Technology
32.40%
Industrials
10.96%
Communication Services
8.33%
Energy
4.10%
Financials
14.89%
Consumer Discretionary
8.50%
Materials
3.18%
Real Estate
1.49%
Health Care
9.07%
Consumer Staples
4.79%
Utilities
2.28%
North America
76.18%
Europe
15.27%
Asia
7.00%
Oceania
1.56%
United States of America
72.82%
Japan
5.89%
United Kingdom
3.40%
Canada
3.35%
Germany
2.29%
Switzerland
2.13%
France
2.13%
Australia
1.51%
Netherlands
1.49%
Others
4.98%
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 | 5.90% |  | |
1 | Apple | 5.38% | | |
1 | Microsoft | 4.01% | | |
1 | Amazon.com | 2.67% | | |
1 | Alphabet Inc. | 2.21% | | |
1 | Meta Platforms | 1.76% | | |
1 | Broadcom | 1.76% | | |
1 | Alphabet | 1.75% | | |
1 | Micron Technology | 1.33% | | |
1 | Tesla | 1.16% | | |
1 | Advanced Micro Devices | 1.13% | | |
1 | Eli Lilly and Company | 1.00% | | |
1 | JPMorgan Chase & | 0.97% | | |
1 | ASML Holding N.V. | 0.79% |  | |
1 | Exxon Mobil | 0.75% | |