Compare Portfolios
vs
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
2.1°C
Warming Potential
60
Total Footprint
54%
Megatrend Exposure
2.8%
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
STOXX Europe 600
Financials data per2.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
28.5%
Net Return Last 3 Years
Investment Performance
- S&P 500
- STOXX Europe 600
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 |
|---|---|---|---|
| Kongsberg Gruppen ASA | +40.7% | 0.0% | |
| Rheinmetall AG | +35.3% | 0.1% | |
| Kindred Group plc Shs Swedish Depository Receipts | +31.3% | 0.0% | |
| Saab AB Class B | +30.4% | 0.0% | |
| Adyen NV | +29.2% | 0.2% |
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 |
|---|---|---|---|
| Watches of Switzerland Group PLC | -40.2% | 0.0% | |
| Evotec SE | -35.8% | 0.0% | |
| Embracer Group AB Class B | -35.7% | 0.0% | |
| JD Sports Fashion Plc | -32.4% | 0.0% | |
| Grifols, S.A. Class A | -31.4% | 0.0% |