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Performance
Risk-Adjusted Performance
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Asset Allocation


IVV 29.25%NVDA 18.78%AAPL 17.88%ISP6.L 11.76%ROAI.DE 7.68%MSFT 7.53%GOOGL 5.05%NU 2.07%EquityEquity
PositionCategory/SectorWeight
AAPL
Apple Inc
Technology

17.88%

GOOGL
Alphabet Inc.
Communication Services

5.05%

ISP6.L
iShares S&P SmallCap 600 UCITS ETF
Small Cap Blend Equities

11.76%

IVV
iShares Core S&P 500 ETF
Large Cap Growth Equities

29.25%

MSFT
Microsoft Corporation
Technology

7.53%

NU
Nu Holdings Ltd.
Financial Services

2.07%

NVDA
NVIDIA Corporation
Technology

18.78%

ROAI.DE

7.68%

S&P 500