2.8°C

Warming Potential

59

Total Footprint

66%

Megatrend Exposure

-13.3%

Net Return YTD

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S&P 500

Financials data per

-13.3%

Net Return YTD

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Data source: Globalance

-13.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

37.3%

Net Return Last 3 Years

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • 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
Occidental Petroleum Corporation+136.6%0.2%
Hess Corporation+96.1%0.1%
Marathon Petroleum Corporation+88.7%0.2%
EQT Corporation+85.6%0.0%
Exxon Mobil Corporation+85.3%1.4%

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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
Generac Holdings Inc.-71.4%0.0%
Align Technology, Inc.-69.8%0.1%
SVB Financial Group-66.8%0.0%
Meta Platforms Inc. Class A-63.3%0.9%
Match Group, Inc.-63.2%0.0%

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