Financials data per

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Financials data per

This portfolio has a positive performance

Financial Returns and other Investment Results

This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.

2.6%

Return YTD

18.4%

Last Year Return

2.8%

Last Month Return

49.5%

Last 3 Years Return

Investment Performance

The chart below shows your time-weighted return before withholding tax and fees.

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-2%-1%0%+1%+2%+3%+4%+5%

Your Portfolio Assets

+2.6%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Discovery, Inc. Class A+113.5%0.0%
ViacomCBS Inc. Class B+99.2%0.1%
Marathon Oil Corporation+95.1%0.0%
Occidental Petroleum Corporation+80.4%0.0%
Diamondback Energy, Inc.+77.0%0.0%

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