Compare Portfolios
vs
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
2.5°C
Warming Potential
62
Total Footprint
70%
Megatrend Exposure
2.5%
Net Return YTD
S&P 500
Financials data per5.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
33.4%
Net Return Last 3 Years
Dow Jones Indust A
Financials data per2.5%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
22.5%
Net Return Last 3 Years
Investment Performance
- 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
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| NVIDIA Corporation | +46.6% | 2.9% | |
| Eli Lilly and Company | +34.4% | 1.3% | |
| Meta Platforms Inc Class A | +33.7% | 1.9% | |
| Catalent Inc | +29.4% | 0.0% | |
| Ralph Lauren Corporation Class A | +25.4% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Super Micro Computer, Inc. | +182.6% | 0.0% | |
| Kinsale Capital Group, Inc. | +50.8% | 0.0% | |
| AppLovin Corp. Class A | +50.2% | 0.0% | |
| NVIDIA Corporation | +46.6% | 2.6% | |
| Palantir Technologies Inc. Class A | +42.3% | 0.1% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Archer-Daniels-Midland Company | -25.0% | 0.1% | |
| MarketAxess Holdings Inc. | -25.0% | 0.0% | |
| Charter Communications, Inc. Class A | -24.6% | 0.1% | |
| Boeing Company | -21.8% | 0.3% | |
| Carnival Corporation | -20.2% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| New York Community Bancorp Inc | -51.6% | 0.0% | |
| agilon health inc | -43.3% | 0.0% | |
| QuidelOrtho Corporation | -43.3% | 0.0% | |
| Wolfspeed Inc | -38.2% | 0.0% | |
| Avis Budget Group, Inc. | -36.7% | 0.0% |