Financial Returns

Financials data per
Financials data per


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.


Net Return YTD


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%

Your Portfolio Assets


Portfolio Year to Date Return

Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+155.6%2.9%
Constellation Energy Corporation+87.2%0.1%
Micron Technology, Inc.+63.6%0.2%
GE Aerospace+61.6%0.3%
NRG Energy, Inc.+56.4%0.0%

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