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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
13.5%
Net Return YTD
87.9%
Net Return Last 3 Years
The chart below shows your time-weighted return before withholding tax and after fees.
Portfolio Year to Date Return
Data source: FactSet
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Western Digital Corporation | +216.4% | 0.5% | |
| Micron Technology, Inc. | +188.5% | 2.3% | |
| Intel Corporation | +144.4% | 1.1% | |
| Advanced Micro Devices, Inc. | +122.3% | 1.7% | |
| Applied Materials, Inc. | +97.9% | 1.4% |