Compare Portfolios
vs
2.3°C
Warming Potential
59
Total Footprint
97%
Megatrend Exposure
-10%
Net Return YTD
2.7°C
Warming Potential
62
Total Footprint
84%
Megatrend Exposure
13.1%
Net Return YTD
Hang Seng Index
Financials data per-10%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-23.5%
Net Return Last 3 Years
S&P 500
Financials data per13.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
34.8%
Net Return Last 3 Years
Investment Performance
- Hang Seng Index
- S&P 500
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 | |
|---|---|---|---|
| XPeng, Inc. Class A | +82.4% | 4.6% | |
| Li Auto, Inc. Class A | +80.1% | 9.0% | |
| B&M European Value Retail SA | +49.8% | 0.3% | |
| BYD Electronic (International) Co., Ltd. | +43.0% | 1.1% | |
| Netease Inc | +41.0% | 5.6% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| NVIDIA Corporation | +197.7% | 2.9% | |
| Meta Platforms Inc. Class A | +149.5% | 1.7% | |
| Tesla, Inc. | +103.1% | 1.9% | |
| Royal Caribbean Group | +86.4% | 0.1% | |
| Carnival Corporation | +70.2% | 0.1% |
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 | |
|---|---|---|---|
| GDS Holdings Ltd. | -47.3% | 0.2% | |
| JD.com, Inc. Class A | -46.6% | 8.0% | |
| JD Health International, Inc. | -43.1% | 2.9% | |
| Kingdee International Software Group Co., Ltd. | -42.4% | 1.6% | |
| Bilibili, Inc. Class Z | -42.0% | 1.7% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Advance Auto Parts, Inc. | -60.8% | 0.0% | |
| Dollar General Corporation | -56.6% | 0.1% | |
| Enphase Energy, Inc. | -54.7% | 0.1% | |
| SolarEdge Technologies, Inc. | -54.3% | 0.0% | |
| Etsy, Inc. | -46.1% | 0.0% |