Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
NVDA.US NVIDIA Corporation • US67066G1040 | STOCK | 22.0% | 0% |
GOOGL.US Alphabet Inc Class A • US02079K3059 | STOCK | 19.0% | 0% |
AAPL.US Apple Inc • US0378331005 | STOCK | 17.0% | 0% |
MSFT34.SA Microsoft Corporation | STOCK | 14.0% | 0% |
AMZN.NEO Amazon.com CDR • US0231351067 | STOCK | 12.0% | 0% |
AVGO.US Broadcom Inc • US11135F1012 | STOCK | 8.0% | 0% |
META.BA Meta Platforms, Inc. | STOCK | 8.0% | 0% |
| Total | 100.0% | 0.00% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.8% | -11.8% | +71.5% | +10.4% | +0.4% | - | - | - | - | - | - | - | +75.9% |
| 2025 | -2.4% | -1.6% | +3.5% | -5.8% | +18.0% | +52.5% | +14.6% | -2.8% | +66.6% | -5.9% | -1.1% | +71.8% | +400.7% |
| 2024 | +15.8% | +13.3% | +7.3% | -2.7% | +15.2% | +14.1% | -5.4% | +0.1% | +2.3% | +4.9% | +4.9% | +16.3% | +123.2% |
| 2023 | +13.6% | +6.6% | +12.9% | +1.0% | +23.3% | +6.0% | +5.8% | +5.1% | -5.3% | -1.5% | +8.4% | +6.9% | +116.6% |
| 2022 | -8.3% | -4.2% | +8.5% | -15.2% | -2.7% | -8.5% | +17.6% | -6.4% | -11.6% | +1.7% | +3.9% | -11.5% | -34.6% |
| 2021 | - | - | - | - | - | - | -0.8% | +7.9% | -4.3% | +12.6% | +10.6% | -0.1% | +27.5% |