Compare Portfolios
vs
2.8°C
Warming Potential
62
Total Footprint
69%
Megatrend Exposure
20.4%
Net Return YTD
2.4°C
Warming Potential
56
Total Footprint
43%
Megatrend Exposure
0.8%
Net Return YTD
Russell 3000
Financials data per20.4%
Net Return YTD
Loading…
Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
25%
Net Return Last 3 Years
FTSE 100
Financials data per0.8%
Net Return YTD
Loading…
Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
14.6%
Net Return Last 3 Years
Investment Performance
- Russell 3000
- FTSE 100
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 | |
|---|---|---|---|
| Carvana Co. Class A | +688.6% | 0.0% | |
| ImmunoGen, Inc. | +491.5% | 0.0% | |
| BridgeBio Pharma, Inc. | +325.3% | 0.0% | |
| MicroStrategy Incorporated Class A | +301.8% | 0.0% | |
| Affirm Holdings, Inc. Class A | +296.9% | 0.0% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Rolls-Royce Holdings plc | +209.7% | 0.9% | |
| Marks and Spencer Group plc | +109.9% | 0.2% | |
| Melrose Industries PLC | +83.1% | 0.3% | |
| Centrica plc | +59.5% | 0.5% | |
| B&M European Value Retail SA | +57.3% | 0.3% |
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 | |
|---|---|---|---|
| Plug Power Inc. | -67.7% | 0.0% | |
| Advance Auto Parts, Inc. | -61.1% | 0.0% | |
| Enphase Energy, Inc. | -59.7% | 0.0% | |
| Organon & Co. | -56.6% | 0.0% | |
| Moderna, Inc. | -55.1% | 0.1% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Entain PLC | -37.5% | 0.3% | |
| Fresnillo PLC | -34.4% | 0.1% | |
| St. James's Place Plc | -32.3% | 0.2% | |
| Anglo American plc | -28.9% | 1.3% | |
| Croda International Plc | -27.0% | 0.3% |