- Germany
- December 1, 2021
The World's Wealth is not deployed productively enough
The historic link between the growth of net worth and the growth of GDP no longer holds. T…
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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
-15.9%
Net Return YTD
CHF 90,667
Portfolio Value (Ref. curr.)
-4.0%
Net Return Last Year
1.9%
Net Return Last Month
-9.2%
Net Return Since Inception
The chart below shows your time-weighted return before withholding tax and after fees.
The chart below shows the portfolio diversification according to asset classes. By moving the cursor onto different circles the corresponding values, returns and weights are displayed.
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.) | Asset Value (Ref. curr.) | % of portfolio | |
|---|---|---|---|---|
| Etsy, Inc. | +67.5% | CHF 7,901 | 8.7% | |
| CoStar Group, Inc. | +35.9% | CHF 6,258 | 6.9% | |
| Tetra Tech, Inc. | +18.4% | CHF 4,933 | 5.4% | |
| Humana Inc. | +18.4% | CHF 5,125 | 5.7% | |
| East Japan Railway Company | +15.0% | CHF 5,379 | 5.9% |
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.