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.

4.1%

Net Return YTD

58.7%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD0%+2%+4%+6%+8%+10%

Your Portfolio Assets

+4.1%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+81.6%0.9%
Coinbase Global, Inc. Class A+76.7%0.0%
Meta Platforms Inc. Class A+68.6%0.6%
Nuvei Corp.+67.9%0.0%
Sea Ltd. (Singapore) Sponsored ADR Class A+60.0%0.1%

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