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.

6.8%

Net Return YTD

21.6%

Net Return Last 3 Years

Investment Performance

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

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

Your Portfolio Assets

+6.8%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+58.9%4.2%
Meta Platforms Inc Class A+37.7%3.8%
Constellation Energy Corporation+33.3%0.3%
CrowdStrike Holdings, Inc. Class A+25.8%0.4%
Applied Materials, Inc.+25.4%1.0%

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