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vs
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
Portfolio Year to Date Return
Data source: FactSet
37.3%
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 | |
|---|---|---|---|
| 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
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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