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.

5.1%

Net Return YTD

12.3%

Net Return Last 3 Years

Investment Performance

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

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

Your Portfolio Assets

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+46.6%4.2%
Meta Platforms Inc Class A+33.7%3.8%
CrowdStrike Holdings, Inc. Class A+29.0%0.4%
Palo Alto Networks, Inc.+24.3%0.7%
Trade Desk, Inc. Class A+23.6%0.3%

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