Globalance World

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

22.4%

Return YTD

2.8°C

Warming Potential

56

Total Footprint

58%

Megatrend Exposure

16.6%

Return YTD

S&P 500

Financials data per

22.4%

Return YTD

+22.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

74.1%

Last 3 Years Return

Dow Jones Indust A

Financials data per

16.6%

Return YTD

+16.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

40.9%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • S&P 500
  • Dow Jones Indust A

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
Devon Energy Corporation+158.3%0.0%
Marathon Oil Corporation+144.4%0.0%
L Brands, Inc.+130.7%0.0%
Diamondback Energy, Inc.+127.6%0.0%
Fortinet, Inc.+125.1%0.1%
Dow Jones Indust A
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Goldman Sachs Group, Inc.+56.3%6.9%
American Express Company+48.2%3.0%
Microsoft Corporation+40.5%4.7%
Home Depot, Inc.+39.1%6.3%
Chevron Corporation+37.0%2.1%

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.-34.9%0.1%
MarketAxess Holdings Inc.-27.7%0.1%
IPG Photonics Corporation-26.7%0.0%
Lamb Weston Holdings, Inc.-26.4%0.0%
Global Payments Inc.-25.4%0.2%
Dow Jones Indust A
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Amgen Inc.-6.8%4.9%
Walt Disney Company-5.4%3.4%
Verizon Communications Inc.-4.8%1.1%
Boeing Company+0.1%4.3%
Coca-Cola Company+1.4%1.1%