Compare Portfolios
vs
3.6°C
Warming Potential
60
Total Footprint
60%
Megatrend Exposure
3.1%
Net Return YTD
3.1°C
Warming Potential
59
Total Footprint
65%
Megatrend Exposure
-3.3%
Net Return YTD
Hang Seng Index
Financials data per3.1%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
-11%
Net Return Last 3 Years
MSCI World
Financials data per-3.3%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
66%
Net Return Last 3 Years
Investment Performance
- Hang Seng Index
- MSCI World
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 | |
|---|---|---|---|
| China Overseas Land & Investment Limited | +19.7% | 0.5% | |
| HSBC Holdings Plc | +15.1% | 7.1% | |
| CNOOC Limited | +14.6% | 1.2% | |
| BOC Hong Kong (Holdings) Limited | +13.9% | 0.7% | |
| CSPC Pharmaceutical Group Limited | +13.3% | 0.8% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Discovery, Inc. Class A | +32.5% | 0.0% | |
| Schlumberger NV | +26.2% | 0.1% | |
| Halliburton Company | +25.7% | 0.0% | |
| Hess Corporation | +24.0% | 0.0% | |
| Occidental Petroleum Corporation | +22.5% | 0.0% |
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 | |
|---|---|---|---|
| Sunny Optical Technology (Group) Co., Ltd. | -10.9% | 1.3% | |
| Techtronic Industries Co., Ltd. | -10.2% | 1.5% | |
| Country Garden Holdings Co. Ltd. | -7.7% | 0.5% | |
| Country Garden Services Holdings Co. Ltd. | -7.1% | 1.1% | |
| Geely Automobile Holdings Limited | -6.1% | 1.1% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Carvana Co. Class A | -32.5% | 0.0% | |
| 10x Genomics Inc Class A | -30.2% | 0.0% | |
| HubSpot, Inc. | -29.9% | 0.1% | |
| Roku, Inc. Class A | -26.6% | 0.1% | |
| Sysmex Corporation | -26.3% | 0.0% |