Financial Returns

Financials data per
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.

13.1%

Net Return YTD

34.8%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5%0%+5%+10%+15%+20%+25%

Your Portfolio Assets

+13.1%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+197.7%2.9%
Meta Platforms Inc. Class A+149.5%1.7%
Tesla, Inc.+103.1%1.9%
Royal Caribbean Group+86.4%0.1%
Carnival Corporation+70.2%0.1%

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