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
 | 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% |
 | 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
 | 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% |
 | 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% |