Growth rate since Jun 2021
16.19%
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
58.47%
Cyclical
27.60%
Defensive
13.93%
Information Technology
36.96%
Industrials
10.00%
Communication Services
7.80%
Energy
3.70%
Financials
14.74%
Consumer Discretionary
8.32%
Materials
3.23%
Real Estate
1.30%
Health Care
7.75%
Consumer Staples
4.16%
Utilities
2.03%
North America
59.86%
Asia
26.92%
Europe
12.00%
Oceania
1.22%
United States of America
57.22%
Taiwan
7.54%
Korea, Republic of
5.70%
China
4.99%
Japan
4.63%
United Kingdom
2.67%
Canada
2.63%
India
2.54%
Germany
1.80%
Others
10.27%
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 | 4.64% |  | |
1 | Apple | 4.23% | | |
1 | Taiwan Semiconductor Manufacturing Company Limited | 4.01% |  | |
1 | Microsoft | 3.15% | | |
1 | Amazon.com | 2.10% | | |
1 | Samsung Electronics Co., Ltd. | 1.98% |  | |
1 | Alphabet Inc. | 1.74% | | |
1 | SK hynix Inc. | 1.56% | | |
1 | Meta Platforms | 1.38% | | |
1 | Broadcom | 1.38% | | |
1 | Alphabet | 1.38% | | |
1 | Micron Technology | 1.05% | | |
1 | Tesla | 0.91% | | |
1 | Advanced Micro Devices | 0.89% | | |
1 | Eli Lilly and Company | 0.79% | |