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vs
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 per10.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
44.9%
Net Return Last 3 Years
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Investment Performance
- S&P 500
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 | |
|---|---|---|---|
| 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
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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