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 per

5.1%

Net Return YTD

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Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

33.4%

Net Return Last 3 Years

Nikkei 225

Financials data per

15%

Net Return YTD

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Data source: Globalance

+15%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • S&P 500
  • Nikkei 225

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+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%
Nikkei 225
 
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

S&P 500
 
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%
Nikkei 225
 
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%