IQWalletExample portfolio

Dashboard

Current state of the example book in one read.

Portfolio

75.979 €
14 positions · 12.100 € cash

Total return

+1,98%
+1240 €

Reading

One position carries almost a third of the book and is deep in the red. The drawdown is real, the diversification score is low, and the factor underneath is more concentrated than the position count suggests. The winners are offsetting it, for now.

NAV evolution

Full history

Drawdown

Current
−9.04%
Max historical
−17.54%

Top holdings

14 names
  • JD.com (ADR)
    JD
    27.6%
  • Oracle
    ORCL
    8.4%
  • Snowflake
    SNOW
    8.2%
  • Alibaba (ADR)
    BABA
    5.8%
  • NVIDIA
    NVDA
    5.3%

Portfolio health

1/4 healthy
DiagnosticCurrencyConcentrationCost

Four orthogonal vitals. Click a cardinal to read its band.

  • DiagnosticWatch
  • CurrencyWatch
  • ConcentrationWatch
  • CostHealthy

Daily return

70% positive days
DownUp

Sector exposure

4 sectors
  • Technology
    8 positions
    45.4%
  • Consumer Discretionary
    3 positions
    42.6%
  • Financials
    2 positions
    6.9%
  • Communication Services
    1 positions
    5.1%

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