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.

7.4%

Net Return YTD

29.9%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2%0%+2%+4%+6%+8%+10%

Your Portfolio Assets

+7.4%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Align Technology, Inc.+63.6%0.1%
Warner Bros. Discovery, Inc. Series A+61.7%0.1%
Tesla Inc+59.8%1.2%
Meta Platforms Inc. Class A+59.2%1.0%
Catalent Inc+59.0%0.0%

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