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.

17.7%

Net Return YTD

25.6%

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

+17.7%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+152.8%4.2%
Constellation Energy Corporation+87.2%0.3%
Micron Technology, Inc.+65.1%0.6%
CrowdStrike Holdings, Inc. Class A+51.7%0.4%
QUALCOMM Incorporated+50.1%1.1%

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