Financial Returns

Financials data per
Financials data per

Loading…

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.

2.5%

Net Return YTD

22.5%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2%-1%0%+1%+2%+3%

Your Portfolio Assets

+2.5%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Super Micro Computer, Inc.+182.6%0.0%
Kinsale Capital Group, Inc.+50.8%0.0%
AppLovin Corp. Class A+50.2%0.0%
NVIDIA Corporation+46.6%2.6%
Confluent Inc Class A+45.1%0.0%

Latest Insights

Globalance assesses and comments: With our Insights, we show you what the developments in the world mean for your assets. The focus is on future-oriented answers to major challenges.

See more assets or a Globalance Portfolio

Register Now