Generated based on your portfolio data
🌍 Global exposure advantage Balanced geographic spread mitigates regional shocks, favoring liquidity-driven rebounds in growth-sensitive assets during liquidity surges.
💥 Geopolitical and sector concentration risk Heavy weighting in sensitive sectors and North America amplifies macro disruptions; defensive sectors lack earnings resilience in prolonged downturns.
📉 Structural underperformance risk High fees erode returns in low-volatility regimes; cyclical sectors suffer prolonged drawdowns during regime shifts to caution.
Growth rate since Jun 2021
16.15%
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
56.64%
Cyclical
28.60%
Defensive
14.75%
Information Technology
35.22%
Financials
15.58%
Consumer Discretionary
9.91%
Industrials
9.82%
Communication Services
8.46%
Health Care
7.93%
Consumer Staples
4.53%
Energy
3.14%
Materials
2.97%
Utilities
2.29%
Real Estate
0.14%
North America
57.92%
Asia
27.31%
Europe
13.44%
Oceania
1.33%
United States of America
55.55%
Taiwan
7.25%
Korea, Republic of
5.97%
China
5.15%
Japan
4.38%
United Kingdom
2.96%
India
2.96%
Canada
2.38%
France
2.31%
Germany
2.06%
Switzerland
2.00%
Australia
1.27%
Netherlands
0.92%
Sweden
0.76%
Italy
0.62%
Spain
0.59%
Denmark
0.52%
Hong Kong
0.39%
Singapore
0.33%
Thailand
0.26%
Malaysia
0.24%
Finland
0.21%
Belgium
0.19%
Israel
0.19%
Norway
0.12%
Indonesia
0.12%
Philippines
0.07%
Ireland
0.07%
New Zealand
0.05%
Austria
0.04%
Portugal
0.03%
Luxembourg
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 | Apple | 3.98% |  | |
1 | NVIDIA | 3.91% | | |
1 | Taiwan Semiconductor Manufacturing Company Limited | 3.35% |  | |
1 | Microsoft | 2.36% | | |
1 | Amazon.com | 2.04% | | |
1 | Alphabet Inc. | 1.85% | | |
1 | Samsung Electronics Co., Ltd. | 1.72% |  | |
1 | SK hynix Inc. | 1.50% | | |
1 | Alphabet | 1.46% | | |
1 | Broadcom | 1.46% | | |
1 | Meta Platforms | 1.14% | | |
1 | Tesla | 1.02% | | |
1 | Micron Technology | 0.96% | | |
1 | Eli Lilly and Company | 0.83% | | |
1 | JPMorgan Chase & | 0.78% | |