IQWalletExample portfolio

Dashboard

Current state of the example book in one read.

Portfolio

1,007,945 €
22 positions · 48,500 € cash

Return

+28.04%
+210,095 €

Reading

A broad, well-diversified book, clearly positive and recovered near its highs. A few positions are still in correction, but the winners lead. Underneath, part of the risk shares one growth profile: that is what the engine surfaces.

NAV evolution

Full history

Drawdown

Current
−0.25%
Max historical
−11.44%

Top holdings

22 names
  • iShares Core MSCI World
    IWDA
    10.4%
  • NVIDIA
    NVDA
    6.2%
  • Microsoft
    MSFT
    5.5%
  • Oro físico (ETF)
    SGLN
    5.5%
  • Apple
    AAPL
    5.1%

Portfolio health

2/4 healthy
DiagnosticCurrencyConcentrationCost

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

  • DiagnosticVolatility 23.2%
    Watch
  • CurrencyEUR 95%
    Critical
  • ConcentrationTop position 10.4%
    Healthy
  • CostFees 763 €
    Healthy

Daily return

50% positive days
DownUp

Sector exposure

11 sectors
  • Technology
    5 positions
    26.2%
  • Consumer Discretionary
    4 positions
    13.1%
  • Diversificado
    1 position
    10.9%
  • Financials
    3 positions
    10.7%
  • Health Care
    2 positions
    8.3%

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