Generated based on your portfolio data
🌍 Strong North American dominance – Liquidity-driven rebounds in U.S. growth cycles outpace global peers.
💥 Geopolitical concentration risk – Overweighted to volatile U.S. equities amplifies macro shocks.
📉 Structural underperformance in deflationary regimes – Defensive sectors underperform in prolonged low-return environments.
Growth rate since Jun 2021
14.71%
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.
Sensitive
53.26%
Cyclical
29.44%
Defensive
17.30%
Information Technology
30.08%
Financials
16.12%
Industrials
10.73%
Consumer Discretionary
10.35%
Health Care
9.40%
Communication Services
9.03%
Consumer Staples
5.30%
Energy
3.42%
Materials
2.97%
Utilities
2.60%
North America
74.28%
Europe
17.24%
Asia
6.78%
Oceania
1.70%
United States of America
71.23%
Japan
5.62%
United Kingdom
3.80%
Canada
3.05%
France
2.96%
Germany
2.64%
Switzerland
2.57%
Australia
1.63%
Netherlands
1.18%
Sweden
0.98%
Italy
0.79%
Spain
0.76%
Denmark
0.67%
Hong Kong
0.50%
Singapore
0.42%
Finland
0.27%
Belgium
0.25%
Israel
0.24%
Norway
0.16%
Ireland
0.09%
New Zealand
0.07%
Austria
0.05%
Portugal
0.04%
Luxembourg
0.03%
How your portfolio's geographic exposure has shifted month by month.
How your portfolio's Cyclical / Defensive / Sensitive exposure has shifted month by month.