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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
11.4%
Net Return YTD
78.9%
Net Return Last 3 Years
The chart below shows your time-weighted return before withholding tax and after fees.
Portfolio Year to Date Return
Data source: FactSet
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Sandisk Corporation | +322.3% | 0.1% | |
| Intel Corporation | +129.1% | 0.3% | |
| Seagate Technology Holdings PLC | +110.5% | 0.1% | |
| Ciena Corporation | +102.5% | 0.1% | |
| Teradyne, Inc. | +96.5% | 0.1% |