Compare Portfolios
vs
1.7°C
Warming Potential
65
Total Footprint
96%
Megatrend Exposure
-26.1%
Net Return YTD
2.8°C
Warming Potential
59
Total Footprint
69%
Megatrend Exposure
-19.1%
Net Return YTD
Globalance Zukunftbeweger Fonds
Financials data per-26.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
$0
Portfolio Value (Ref. curr.)
–
Net Return Since Inception
S&P 500
Financials data per-19.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
35.7%
Net Return Last 3 Years
Investment Performance
- Globalance Zukunftbeweger Fonds
- S&P 500
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Vertex Pharmaceuticals Incorporated | +30.8% | 1.3% | |
| Ain Holdings Inc. | +26.8% | 1.4% | |
| Stride, Inc. | +24.0% | 1.6% | |
| Solaria Energia y Medio Ambiente, S.A. | +20.8% | 1.4% | |
| BYD Company Limited Class H | +17.8% | 1.3% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Occidental Petroleum Corporation | +109.4% | 0.1% | |
| Valero Energy Corporation | +46.4% | 0.1% | |
| Exxon Mobil Corporation | +46.0% | 0.9% | |
| Coterra Energy Inc. | +44.7% | 0.1% | |
| Hess Corporation | +43.4% | 0.1% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Zur Rose Group AG | -67.8% | 1.5% | |
| Mercari, Inc. | -66.9% | 1.3% | |
| Etsy, Inc. | -63.5% | 1.5% | |
| Align Technology, Inc. | -62.4% | 1.4% | |
| PayPal Holdings, Inc. | -62.1% | 1.3% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Netflix, Inc. | -70.1% | 0.4% | |
| Etsy, Inc. | -63.5% | 0.0% | |
| Align Technology, Inc. | -62.4% | 0.1% | |
| PayPal Holdings, Inc. | -62.1% | 0.4% | |
| Under Armour, Inc. Class A | -59.9% | 0.0% |