Compare Portfolios
vs
2.8°C
Warming Potential
59
Total Footprint
65%
Megatrend Exposure
7.4%
Net Return YTD
1.7°C
Warming Potential
60
Total Footprint
73%
Megatrend Exposure
5.1%
Net Return YTD
S&P 500
Financials data per7.4%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
29.9%
Net Return Last 3 Years
SMI
Financials data per5.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
12.2%
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
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
---|---|---|---|
Align Technology, Inc. | +63.6% | 0.1% | |
Warner Bros. Discovery, Inc. Series A | +61.7% | 0.1% | |
Tesla Inc | +59.8% | 1.2% | |
Meta Platforms Inc. Class A | +59.2% | 1.0% | |
Catalent Inc | +59.0% | 0.0% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
---|---|---|---|
Lonza Group AG | +22.0% | 3.4% | |
Geberit AG | +19.9% | 1.5% | |
Sika AG | +19.6% | 3.5% | |
Credit Suisse Group AG | +17.0% | 1.0% | |
Compagnie Financiere Richemont SA | +16.6% | 6.4% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
---|---|---|---|
Northrop Grumman Corp. | -17.1% | 0.2% | |
Pfizer Inc. | -14.1% | 0.8% | |
Enphase Energy, Inc. | -13.8% | 0.1% | |
Centene Corporation | -13.4% | 0.1% | |
Cigna Corporation | -12.8% | 0.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
---|---|---|---|
Logitech International S.A. | -5.9% | 0.8% | |
Novartis AG | -5.1% | 17.2% | |
Roche Holding Ltd Dividend Right Cert. | -2.1% | 16.8% | |
Zurich Insurance Group Ltd | -0.7% | 6.0% | |
Nestle S.A. | +2.7% | 17.9% |