Compare Portfolios
vs
3.0°C
Warming Potential
58
Total Footprint
69%
Megatrend Exposure
-17.2%
Net Return YTD
2.8°C
Warming Potential
60
Total Footprint
72%
Megatrend Exposure
-6.2%
Net Return YTD
Russell 3000
Financials data per-17.2%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
45%
Net Return Last 3 Years
Nikkei 225
Financials data per-6.2%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
27.7%
Net Return Last 3 Years
Investment Performance
- Russell 3000
- Nikkei 225
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Occidental Petroleum Corporation | +126.1% | 0.1% | |
| Antero Resources Corporation | +125.0% | 0.0% | |
| EQT Corporation | +105.1% | 0.0% | |
| Helmerich & Payne, Inc. | +105.0% | 0.0% | |
| Coterra Energy Inc. | +76.5% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Mitsubishi Heavy Industries, Ltd. | +84.1% | 0.0% | |
| JGC Holdings Corporation | +77.7% | 0.1% | |
| KONAMI HOLDINGS CORP | +60.5% | 0.8% | |
| IHI Corporation | +53.1% | 0.0% | |
| Kawasaki Kisen Kaisha, Ltd. | +52.0% | 0.1% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Kodiak Sciences, Inc. | -91.9% | 0.0% | |
| Vroom, Inc. | -87.1% | 0.0% | |
| Carvana Co. Class A | -87.0% | 0.1% | |
| fuboTV Inc. | -79.2% | 0.0% | |
| Skillz Inc. Class A | -76.6% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| OMRON Corporation | -34.6% | 1.3% | |
| Rakuten Group, Inc. | -34.0% | 0.2% | |
| Z Holdings Corporation | -33.2% | 0.0% | |
| Keyence Corporation | -31.4% | 0.8% | |
| M3, Inc. | -30.8% | 1.8% |