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.

26.3%

Net Return YTD

19.3%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-10%0%+10%+20%+30%+40%

Your Portfolio Assets

+26.3%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+197.7%4.3%
Meta Platforms Inc. Class A+149.5%3.5%
Tesla, Inc.+103.1%3.2%
Trade Desk, Inc. Class A+74.3%0.3%
Palo Alto Networks, Inc.+68.0%0.6%

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