Compare Portfolios
vs
2.9°C
Warming Potential
58
Total Footprint
67%
Megatrend Exposure
-23.6%
Net Return YTD
2.6°C
Warming Potential
60
Total Footprint
70%
Megatrend Exposure
-7.7%
Net Return YTD
Russell 3000
Financials data per-23.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
27.3%
Net Return Last 3 Years
Nikkei 225
Financials data per-7.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
21.4%
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 |
|---|---|---|---|
| CONSOL Energy Inc | +163.8% | 0.0% | |
| International Seaways, Inc. | +133.9% | 0.0% | |
| Global Blood Therapeutics Inc | +131.5% | 0.0% | |
| Lantheus Holdings Inc | +130.5% | 0.0% | |
| PBF Energy, Inc. Class A | +130.1% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| JGC Holdings Corporation | +93.0% | 0.2% | |
| Mitsubishi Heavy Industries, Ltd. | +85.2% | 0.1% | |
| Mitsubishi Motors Corporation | +81.6% | 0.0% | |
| Takashimaya Company, Limited | +61.9% | 0.1% | |
| Fujikura Ltd | +57.7% | 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 |
|---|---|---|---|
| Loyalty Ventures, Inc. | -94.2% | 0.0% | |
| Hydrofarm Holdings Group, Inc. | -92.4% | 0.0% | |
| Astra Space, Inc. Class A | -91.3% | 0.0% | |
| Kodiak Sciences, Inc. | -91.1% | 0.0% | |
| Ranpak Holdings Corp Class A | -90.5% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Rakuten Group, Inc. | -44.5% | 0.1% | |
| Taiyo Yuden Co., Ltd. | -41.6% | 0.6% | |
| Recruit Holdings Co., Ltd. | -41.4% | 1.9% | |
| OMRON Corporation | -41.2% | 0.9% | |
| Z Holdings Corporation | -40.9% | 0.0% |