Compare Portfolios
vs
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
1.6°C
Warming Potential
60
Total Footprint
73%
Megatrend Exposure
1.6%
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
SMI
Financials data per1.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
13.2%
Net Return Last 3 Years
Investment Performance
- S&P 500
- SMI
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 |
|---|---|---|---|
| Lonza Group AG | +29.2% | 2.3% | |
| Compagnie Financiere Richemont SA | +18.4% | 5.3% | |
| Swiss Life Holding AG | +9.2% | 1.6% | |
| ABB Ltd. | +7.3% | 4.7% | |
| Swiss Re AG | +6.8% | 2.7% |
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 |
|---|---|---|---|
| Sika AG | -7.1% | 3.2% | |
| Roche Holding Ltd Dividend Right Cert. | -6.7% | 16.2% | |
| UBS Group AG | -6.2% | 6.3% | |
| Geberit AG | -4.9% | 1.4% | |
| Logitech International S.A. | -4.0% | 1.1% |