Financial Returns

Financials data per
Financials data per

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Financials data per

This portfolio has a negative 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.

-14.4%

Net Return YTD

16.4%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-20%-15%-10%-5%0%+5%

Your Portfolio Assets

-14.4%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+109.4%0.1%
New Fortress Energy Inc. Class A+64.9%0.0%
H&R Block, Inc.+58.4%0.0%
EQT Corporation+58.3%0.0%
Continental Resources, Inc.+47.8%0.0%

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