Sectors
How the portfolio is spread across GICS sectors — and how deliberately that differs from the major indices. I aim to stay reasonably diversified, but I never feel obliged to own every sector: the job is to hold the best investments I can find, not to mirror the market. The trade-off behind that choice is spelled out in index funds vs individual stocks.
Sector diversification monitor
Pick an index to see where the portfolio is over- or under-weight, and by how much.
Your sector mix
- Information Technology28%
- Financials23%
- Consumer Discretionary20%
- Communication Services10%
- Industrials10%
- Consumer Staples6%
- Health Care2%
GICS-11 sectors, shown ex-cash (renormalised to 100%). Cash is 18% of the full portfolio.
You vs S&P 500
Biggest tilts vs S&P 500
- Consumer Discretionary+9.2 pts over
- Financials+9.1 pts over
- Health Care−7.5 pts under
- Information Technology−4.1 pts under
- Energy−3.3 pts under
S&P 500: S&P Dow Jones / SPDR SPY factsheet, GICS sector weights (approx). As of 2026-06-22. Index weights are approximate and eyeballed against public factsheets.
Why the mix looks different from the index — and why that can be useful
Diversified, not index-shaped
I keep risk spread across sectors, but I don't hold one just because an index does. Weight follows conviction — there's no rule that every sector has to be owned at all times.
Built to outperform, not to match
Matching an index's sector weights is how you match its return. Beating it over time means owning a deliberately different mix — and being willing to be underweight, or absent, wherever I don't see value.
A counterweight to index investing
If your savings already sit largely in index funds or ETFs, a portfolio with intentionally different sector weights can be a real diversifier — adding exposure the index underweights instead of doubling down on what you already own. See how copying works →
What's in each sector
The holdings that make up each GICS sector, with each position's weight as a share of the total portfolio.
Information Technology
22.8%
TMV.DETeamViewer AG6.8%
WIXWix.com Ltd 4.8%
DBXDropbox Inc4.5%
CRTOCRITEO SA-SPON ADR1.9%
GDDYGoDaddy Inc.1.9%
MARAMarathon Digital Holdings Inc.1.5%
MSTRStrategy Inc1.1%
MSTR.RTHMicroStrategy Incorporated0.4%
Financials
18.9%
BN.USBrookfield Corp9.5%
PYPLPayPal Holdings6.6%
FISVFiserv Inc2.8%
Consumer Discretionary
16.1%
HOGHarley-Davidson Inc5.0%
PRX.NVProsus NV4.0%
EFOREverforth Inc4.0%
VOW3.DEVolkswagen AG2.1%
DOU.DEDouglas AG1.0%
Communication Services
8.6%
YELPYelp Inc.7.5%
TEF.MCTelefonica SA1.0%
Industrials
8.2%
TEP.PATeleperformance SE6.1%
LIGHT.NVSignify NV1.1%
KIE.LKier Group PLC1.0%
Consumer Staples
5.2%
IMB.LImperial Brands PLC4.3%
CALMCal-Maine Foods, Inc0.9%
Health Care
2.0%
PFEPfizer2.0%
Each figure is the holding's weight as a percentage of the total portfolio (including cash), grouped by GICS sector. The remaining 18% is cash. Bars are scaled to the largest single holding.
Not financial advice.
The portfolio below is shown for transparency, not as a recommendation. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always do your own research and consider seeking independent advice.