Compare Portfolios
vs
2.2°C
Warming Potential
54
Total Footprint
92%
Megatrend Exposure
-16.2%
Net Return YTD
2.9°C
Warming Potential
58
Total Footprint
64%
Megatrend Exposure
-9.9%
Net Return YTD
Hang Seng Index
Financials data per-16.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-24.4%
Net Return Last 3 Years
MSCI World
Financials data per-9.9%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
42%
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 |
---|---|---|---|
Kuaishou Technology Class B | +2.8% | 7.9% | |
Trip.com Group Ltd. | +2.5% | 0.7% | |
Li Auto, Inc. Class A | -1.7% | 3.1% | |
JD Health International, Inc. | -2.0% | 4.7% | |
Semiconductor Manufacturing International Corp. | -8.1% | 5.0% |
 | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
---|---|---|---|
Occidental Petroleum Corporation | +117.7% | 0.1% | |
EQT Corporation | +101.3% | 0.0% | |
Rheinmetall AG | +100.6% | 0.0% | |
Tourmaline Oil Corp. | +96.3% | 0.0% | |
Mitsubishi Heavy Industries, Ltd. | +80.1% | 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 |
---|---|---|---|
Ming Yuan Cloud Group Holdings Limited | -62.3% | 0.5% | |
Sunny Optical Technology (Group) Co., Ltd. | -54.4% | 5.4% | |
XPeng, Inc. Class A | -53.6% | 1.1% | |
AAC Technologies Holdings Inc. | -52.7% | 0.8% | |
Bilibili, Inc. Class Z | -48.0% | 1.3% |
 | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
---|---|---|---|
Uniper SE | -83.2% | 0.0% | |
Carvana Co. Class A | -79.6% | 0.0% | |
Bausch Health Companies Inc. | -79.3% | 0.0% | |
Sinch AB | -78.9% | 0.0% | |
Upstart Holdings, Inc. | -77.9% | 0.0% |