Compare Portfolios
vs
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
2.2°C
Warming Potential
60
Total Footprint
70%
Megatrend Exposure
15%
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
Nikkei 225
Financials data per15%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
26.3%
Net Return Last 3 Years
Investment Performance
- S&P 500
- Nikkei 225
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 |
|---|---|---|---|
| Fujikura Ltd | +60.0% | 0.1% | |
| SCREEN Holdings Co., Ltd | +57.4% | 0.3% | |
| Fuji Electric Co., Ltd. | +48.2% | 0.1% | |
| Advantest Corp. | +46.3% | 3.5% | |
| Tokyo Electron Ltd. | +40.0% | 6.3% |
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 |
|---|---|---|---|
| Aozora Bank, Ltd. | -34.0% | 0.0% | |
| Sumitomo Pharma Co.Ltd. | -22.3% | 0.1% | |
| Sharp Corporation | -20.0% | 0.1% | |
| Mercari, Inc. | -18.6% | 0.3% | |
| OMRON Corporation | -18.2% | 0.7% |