Globalance World

Financial Returns

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No financial data is available for this portfolio.

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.

Unfortunately, this data is currently not available.

Investment Performance

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

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The Asset Classes

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.

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Your Portfolio Assets

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Data source: FactSet

 
Asset Name
Return YTD % (Asset curr.)
Asset Value (Ref. curr.)
% of portfolio
IPG Photonics Corporation+68.6%$11,900,0001.2%
Micron Technology, Inc.+60.3%$9,400,0001.0%
Equinor ASA+52.0%$17,200,0001.8%
ON Semiconductor Corporation+47.6%$4,700,0000.5%
Prysmian S.p.A.+40.1%$19,400,0002.0%

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