Compare Portfolios
vs
1.6°C
Warming Potential
65
Total Footprint
98%
Megatrend Exposure
2.8%
Net Return YTD
2.0°C
Warming Potential
66
Total Footprint
91%
Megatrend Exposure
26.3%
Net Return YTD
Globalance Zukunftbeweger Fonds (USD)
Financials data per2.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
CHF 0
Portfolio Value (Ref. curr.)
–
Net Return Since Inception
Nasdaq Composite
Financials data per26.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
19.3%
Net Return Last 3 Years
Investment Performance
- Globalance Zukunftbeweger Fonds (USD)
- Nasdaq Composite
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| NVIDIA Corporation | +197.7% | 1.5% | |
| Tesla, Inc. | +103.1% | 1.5% | |
| DocMorris Ltd | +98.7% | 1.5% | |
| Ypsomed Holding AG | +60.4% | 1.5% | |
| Advanced Micro Devices, Inc. | +58.7% | 1.5% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| NVIDIA Corporation | +197.7% | 4.3% | |
| Meta Platforms Inc. Class A | +149.5% | 3.5% | |
| Tesla, Inc. | +103.1% | 3.2% | |
| Trade Desk, Inc. Class A | +74.3% | 0.3% | |
| Palo Alto Networks, Inc. | +68.0% | 0.6% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| SolarEdge Technologies, Inc. | -54.3% | 1.5% | |
| Sunrun Inc. | -47.7% | 1.5% | |
| Etsy, Inc. | -46.1% | 1.5% | |
| Adyen NV | -45.2% | 1.5% | |
| Estee Lauder Companies Inc. Class A | -40.9% | 1.5% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Enphase Energy, Inc. | -54.7% | 0.2% | |
| JD.com, Inc. Sponsored ADR Class A | -47.0% | 0.1% | |
| Moderna, Inc. | -42.5% | 0.4% | |
| Walgreens Boots Alliance, Inc. | -36.6% | 0.2% | |
| Illumina, Inc. | -32.1% | 0.2% |