2.7°C

Warming Potential

62

Total Footprint

67%

Megatrend Exposure

10.8%

Net Return YTD

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S&P 500

Financials data per

10.8%

Net Return YTD

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Data source: Globalance

+10.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

44.9%

Net Return Last 3 Years

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2.0%0.0%+2.0%+4.0%+6.0%+8.0%+10.0%+12.0%
  • 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
NVIDIA Corporation+158.9%1.9%
Meta Platforms Inc. Class A+120.0%1.4%
Advanced Micro Devices, Inc.+82.5%0.4%
Salesforce, Inc.+68.5%0.6%
Tesla, Inc.+65.6%1.3%

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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
First Republic Bank-99.6%0.0%
DISH Network Corporation Class A-54.2%0.0%
Advance Auto Parts, Inc.-49.4%0.0%
Comerica Incorporated-44.9%0.0%
KeyCorp-44.0%0.0%

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