Globalance World

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

23.3%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

10.1%

Return YTD

Russell 3000

Financials data per

23.3%

Return YTD

+23.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

78.6%

Last 3 Years Return

FTSE 100

Financials data per

10.1%

Return YTD

+10.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%+30.0%
  • Russell 3000
  • FTSE 100

Top 5 Assets

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

Russell 3000
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
AMC Entertainment Holdings, Inc. Class A+1,675.0%0.0%
GameStop Corp. Class A+960.1%0.0%
Cassava Sciences, Inc.+720.5%0.0%
Avis Budget Group, Inc.+674.7%0.0%
Apollo Medical Holdings, Inc.+417.6%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Ashtead Group plc+78.2%1.4%
Meggitt PLC+58.6%0.3%
Glencore plc+56.0%2.4%
Royal Mail plc+52.7%0.2%
Entain PLC+52.1%0.6%

Bottom 5 Assets

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

Russell 3000
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Chegg, Inc.-72.3%0.0%
Peloton Interactive, Inc. Class A-69.4%0.0%
Vroom, Inc.-62.1%0.0%
1Life Healthcare, Inc.-61.8%0.0%
Iovance Biotherapeutics Inc-60.1%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Flutter Entertainment Plc-31.8%1.1%
London Stock Exchange Group plc-23.1%1.3%
Ocado Group PLC-20.0%0.4%
Melrose Industries PLC-19.1%0.4%
International Consolidated Airlines Group SA-17.8%0.3%