Generated based on your portfolio data
🌍 Strong North American core exposure – Dominant U.S. weight ensures resilience in liquidity-driven rallies and earnings-led rebounds, outpacing global peers during regime shifts.
💥 Geopolitical and currency concentration risk – Heavy Asia exposure amplifies trade tensions and regional policy shocks, while Europe’s small weight leaves defensive sectors underleveraged in crisis liquidity contractions.
📉 Structural underperformance in prolonged downturns – Defensive sector underweight and cyclical tilt trap returns in multi-year bear markets, where multiple-expansion growth collapses.
Growth rate since Jun 2021
15.30%
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.
Sensitive
47.50%
Cyclical
36.39%
Defensive
16.11%
Information Technology
22.65%
Financials
20.39%
Industrials
14.00%
Consumer Discretionary
10.16%
Health Care
7.02%
Communication Services
6.87%
Consumer Staples
5.53%
Materials
5.30%
Energy
3.99%
Utilities
3.56%
Real Estate
0.54%
North America
40.64%
Europe
24.61%
Asia
22.91%
South America
11.02%
Oceania
0.83%
United States of America
35.33%
Japan
13.13%
Brazil
9.20%
France
6.63%
Germany
6.17%
Mexico
3.81%
Netherlands
3.47%
China
2.95%
Taiwan
2.60%
Spain
2.04%
United Kingdom
1.85%
Korea, Republic of
1.79%
Italy
1.54%
Canada
1.49%
India
1.45%
Switzerland
1.25%
Chile
1.09%
Australia
0.79%
Sweden
0.68%
Peru
0.43%
Belgium
0.34%
Denmark
0.33%
Colombia
0.29%
Hong Kong
0.24%
Singapore
0.20%
Malaysia
0.14%
Thailand
0.13%
Finland
0.13%
Israel
0.12%
Indonesia
0.09%
Norway
0.08%
Philippines
0.05%
Ireland
0.04%
New Zealand
0.03%
Austria
0.02%
Portugal
0.02%
Luxembourg
0.01%
How your portfolio's geographic exposure has shifted month by month.
How your portfolio's Cyclical / Defensive / Sensitive exposure has shifted month by month.