2.2°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-23.4%

Net Return YTD

2.9°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

-21.6%

Net Return YTD

Hang Seng Index

Financials data per

-23.4%

Net Return YTD

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Data source: Globalance

-23.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-31.6%

Net Return Last 3 Years

S&P 500

Financials data per

-21.6%

Net Return YTD

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Data source: Globalance

-21.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

29.7%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%+10.0%
  • Hang Seng Index
  • S&P 500

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Trip.com Group Ltd.+8.4%0.7%
Semiconductor Manufacturing International Corp.-11.8%5.0%
Baidu, Inc. Class A-19.5%4.3%
Netease Inc-21.1%6.1%
Li Auto, Inc. Class A-22.4%3.1%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+103.9%0.2%
Enphase Energy, Inc.+52.8%0.1%
Coterra Energy Inc.+48.3%0.1%
Marathon Petroleum Corporation+45.6%0.2%
Exxon Mobil Corporation+44.5%1.2%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
XPeng, Inc. Class A-72.4%1.1%
Ming Yuan Cloud Group Holdings Limited-68.3%0.5%
Sunny Optical Technology (Group) Co., Ltd.-66.8%5.4%
Bilibili, Inc. Class Z-64.9%1.3%
AAC Technologies Holdings Inc.-57.0%0.8%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Align Technology, Inc.-66.2%0.1%
Match Group, Inc.-64.2%0.1%
Netflix, Inc.-62.4%0.3%
Caesars Entertainment Inc-62.2%0.0%
Meta Platforms Inc. Class A-58.3%1.1%