6 underlying stocks
Per page
| Name | Percentage | Country | Sector | |
|---|---|---|---|---|
1 | Banco de Sabadell SA | 35.78% |  | |
1 | Unicaja Banco SA | 22.69% |  | |
1 | Repsol SA | 19.96% | | |
1 | Enagas SA | 14.31% | | |
1 | Telefonica SA | 4.45% | | |
1 | The Walt Disney Co | 2.81% | |
Indexed values (base 100 at inception): market value vs. invested capital
Generated based on your portfolio data
🌍 Geographic depth limited by Europe focus – Overconcentration risks missed opportunities in high-growth regions.
📉 Sector cyclicality amplifies downturns – Heavy exposure to sensitive sectors drags returns in recessionary regimes.
🔄 Strongest in high-liquidity, growth-driven phases – Financials dominate outperformance during asset-price rallies and expansionary policies.
Cyclical
58.47%
Sensitive
41.53%
Financials
58.47%
Industrials
19.96%
Energy
14.31%
Communication Services
7.26%
Europe
100.00%
Germany
77.31%
Spain
22.69%
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 | Banco de Sabadell SA | 35.78% | | |
1 | Unicaja Banco SA | 22.69% | | |
1 | Repsol SA | 19.96% | | |
1 | Enagas SA | 14.31% | | |
1 | Telefonica SA | 4.45% | | |
1 | The Walt Disney Co | 2.81% | |