Globalance World

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

19.9%

Return YTD

Select another portfolio to compare performance statistics.

S&P 500

Financials data per

19.9%

Return YTD

+19.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

61.1%

Last 3 Years Return

Select another portfolio to compare performance statistics.

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-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
YTD Return % (Asset curr.)
% of portfolio
L Brands, Inc.+125.3%0.0%
Devon Energy Corporation+114.6%0.0%
Fortinet, Inc.+109.1%0.1%
Gartner, Inc.+102.4%0.1%
Marathon Oil Corporation+92.7%0.0%

Select another portfolio to compare performance statistics.

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

S&P 500
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Las Vegas Sands Corp.-37.4%0.1%
Take-Two Interactive Software, Inc.-29.4%0.1%
Viatris, Inc.-27.6%0.1%
IPG Photonics Corporation-27.3%0.0%
Wynn Resorts, Limited-25.7%0.0%

Select another portfolio to compare performance statistics.