Globalance World

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

-17.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

45%

Net Return Last 3 Years

Nikkei 225

Financials data per

-6.2%

Net Return YTD

-6.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27.7%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Russell 3000
  • Nikkei 225

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Russell 3000
 
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%
Nikkei 225
 
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

Russell 3000
 
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%
Nikkei 225
 
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%