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.

10.8%

Net Return YTD

44.9%

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%+12%

Your Portfolio Assets

+10.8%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+158.9%1.9%
Meta Platforms Inc. Class A+120.0%1.4%
Advanced Micro Devices, Inc.+82.5%0.4%
Salesforce, Inc.+68.5%0.6%
Tesla, Inc.+65.6%1.3%

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