2.7°C

Warming Potential

63

Total Footprint

84%

Megatrend Exposure

21.5%

Net Return YTD

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S&P 500

Financials data per

21.5%

Net Return YTD

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Data source: Globalance

+21.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

31.5%

Net Return Last 3 Years

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • 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+220.1%2.9%
Meta Platforms Inc. Class A+171.9%1.9%
Royal Caribbean Group+117.4%0.1%
Palo Alto Networks, Inc.+111.5%0.2%
PulteGroup, Inc.+95.3%0.1%

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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
SolarEdge Technologies, Inc.-72.0%0.0%
Enphase Energy, Inc.-61.9%0.0%
Moderna, Inc.-56.7%0.1%
FMC Corporation-55.6%0.0%
Illumina, Inc.-49.6%0.1%

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