Globalance World

2.9°C

Warming Potential

59

Total Footprint

70%

Megatrend Exposure

-3.9%

Net Return YTD

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S&P 500

Financials data per

-3.9%

Net Return YTD

-3.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

80.6%

Net Return Last 3 Years

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-3.0%-2.0%-1.0%0.0%+1.0%
  • S&P 500

Top 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Discovery, Inc. Class A+32.5%0.0%
Schlumberger NV+26.2%0.1%
Halliburton Company+25.7%0.1%
Hess Corporation+24.0%0.1%
APA Corp.+23.8%0.0%

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Bottom 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Etsy, Inc.-25.2%0.1%
Bio-Techne Corporation-24.6%0.1%
Enphase Energy, Inc.-21.9%0.1%
Ceridian HCM Holding, Inc.-20.7%0.0%
Align Technology, Inc.-20.2%0.1%

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