Growth rate since Jun 2021
15.99%
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.
Generated based on your portfolio data
🌍 Geographic depth – North American dominance shields from Asia’s volatility while U.S. exposure fuels liquidity-driven rallies.
💣 Cyclical overhang – Defensive sectors’ lag in downturns and sensitive sectors’ fragility amplify drawdowns during high-rate regimes.
📉 Balanced but brittle – Strong tech-heavy momentum in bull markets contrasts with systemic risk from concentrated Asia exposure.
Sensitive
55.79%
Cyclical
29.61%
Defensive
14.60%
Information Technology
34.04%
Financials
15.73%
Industrials
10.41%
Consumer Discretionary
8.87%
Health Care
8.08%
Communication Services
7.64%
Consumer Staples
4.39%
Energy
3.70%
Materials
3.52%
Utilities
2.13%
Real Estate
1.49%
North America
58.73%
Asia
27.34%
Europe
12.62%
Oceania
1.31%
United States of America
55.94%
Taiwan
7.32%
Korea, Republic of
5.53%
China
5.50%
Japan
4.52%
India
2.85%
Canada
2.79%
United Kingdom
2.78%
Germany
1.91%
Switzerland
1.80%
France
1.75%
Australia
1.28%
Netherlands
1.10%
Spain
0.79%
Sweden
0.68%
Italy
0.68%
Singapore
0.36%
Hong Kong
0.36%
Denmark
0.32%
Thailand
0.26%
Malaysia
0.25%
Finland
0.25%
Belgium
0.23%
Israel
0.18%
Indonesia
0.13%
Norway
0.12%
Ireland
0.08%
Austria
0.08%
Philippines
0.08%
Portugal
0.04%
New Zealand
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 | NVIDIA | 4.10% |  | |
1 | Taiwan Semiconductor Manufacturing Company Limited | 4.00% |  | |
1 | Apple | 3.90% | | |
1 | Microsoft | 2.97% | | |
1 | Amazon.com | 2.13% | | |
1 | Samsung Electronics Co., Ltd. | 1.89% |  | |
1 | Alphabet Inc. | 1.69% | | |
1 | SK hynix Inc. | 1.44% | | |
1 | Broadcom | 1.35% | | |
1 | Alphabet | 1.33% | | |
1 | Meta Platforms | 1.07% | | |
1 | Micron Technology | 0.90% | | |
1 | Tesla | 0.83% | | |
1 | JPMorgan Chase & | 0.81% | | |
1 | Eli Lilly and Company | 0.81% | |