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.
Sensitive
54.55%
Cyclical
30.29%
Defensive
15.16%
Information Technology
32.31%
Financials
16.19%
Consumer Discretionary
10.67%
Industrials
10.01%
Communication Services
8.88%
Health Care
8.05%
Consumer Staples
4.71%
Energy
3.34%
Materials
3.26%
Utilities
2.40%
Real Estate
0.17%
North America
57.25%
Asia
28.15%
Europe
13.29%
Oceania
1.31%
United States of America
54.90%
China
7.33%
Taiwan
6.48%
Korea, Republic of
4.45%
Japan
4.33%
India
3.62%
United Kingdom
2.93%
Canada
2.35%
France
2.28%
Germany
2.03%
Switzerland
1.98%
Australia
1.26%
Netherlands
0.91%
Sweden
0.76%
Italy
0.61%
Spain
0.59%
Denmark
0.52%
Hong Kong
0.39%
Malaysia
0.35%
Thailand
0.33%
Singapore
0.32%
Indonesia
0.23%
Finland
0.21%
Belgium
0.19%
Israel
0.18%
Philippines
0.13%
Norway
0.12%
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.
Growth rate since Jun 2021
16.53%
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.