Generated based on your portfolio data
🔹 Tech dominance – Heavy tech weighting fuels outsized gains in liquidity surges and growth cycles, outpacing broader markets.
🚨 Geopolitical single-point exposure – 99% North American focus amplifies risks from trade wars, sanctions, or regional conflicts.
📉 Structural underperformance in downturns – Defensive sectors lag during crises, while tech’s volatility erodes returns in prolonged bear markets.
Sensitive
69.88%
Defensive
19.41%
Cyclical
10.71%
Information Technology
56.54%
Consumer Staples
15.29%
Communication Services
11.05%
Consumer Discretionary
9.87%
Health Care
3.19%
Industrials
1.96%
Utilities
0.92%
Materials
0.65%
Energy
0.33%
Financials
0.20%
North America
99.10%
Europe
0.52%
South America
0.38%
United States of America
98.21%
Canada
0.89%
Netherlands
0.52%
Brazil
0.38%
How your portfolio's geographic exposure has shifted month by month.
How your portfolio's Cyclical / Defensive / Sensitive exposure has shifted month by month.
Indexed values (base 100 at inception): market value vs. invested capital