Compare Portfolios
vs
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
–
Warming Potential
–
Total Footprint
–
Megatrend Exposure
–
Net Return YTD
S&P 500
Financials data per5.1%
Net Return YTD
Loading…
Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
33.4%
Net Return Last 3 Years
–
Net Return YTD
Unfortunately, we could not load your data.
Unfortunately, we could not load your data.
Unfortunately, we could not load your data.
Investment Performance
Unfortunately, we could not load your data.
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% |
Unfortunately, this data is currently not available.
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% |
Unfortunately, this data is currently not available.