Generated based on your portfolio data
• Tech-lead Sector dominance – IT exposure fuels outperformance in liquidity surges and tech-driven rallies, outstripping broader market growth.
• North America focus – Geographic concentration amplifies earnings-driven rebounds post-crisis, leveraging US growth cycles and regulatory stability.
• Geopolitical fragility – Energy and financial sector gaps expose portfolio to sudden policy shocks, eroding returns in trade or currency wars.
• Cyclical volatility – Heavy exposure to sensitive sectors deepens drawdowns during downturns, requiring prolonged grinding recoveries in downturns.
• Structural underperformance – Defensives underperform in high-rate regimes, while cyclicals suffer in prolonged liquidity contraction phases.
• Fee drag risk – Low fees mask drag in volatile regimes, where asset turnover costs eat into gains during sharp swings.
Sensitive
75.23%
Cyclical
14.60%
Defensive
10.17%
Information Technology
55.94%
Communication Services
15.77%
Consumer Discretionary
13.22%
Health Care
4.39%
Consumer Staples
4.36%
Industrials
3.05%
Utilities
1.42%
Materials
1.04%
Energy
0.46%
Financials
0.34%
North America
98.66%
Europe
0.74%
South America
0.61%
United States of America
97.20%
Canada
1.45%
Netherlands
0.74%
Brazil
0.61%
Growth rate since Apr 2018
17.62%
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.