Globalance World

2.9°C

Warming Potential

59

Total Footprint

70%

Megatrend Exposure

25.5%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

10.1%

Return YTD

S&P 500

Financials data per

25.5%

Return YTD

+25.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

79.3%

Last 3 Years Return

FTSE 100

Financials data per

10.1%

Return YTD

+10.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%+30.0%
  • S&P 500
  • FTSE 100

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

S&P 500
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Moderna, Inc.+215.5%0.2%
Devon Energy Corporation+177.2%0.1%
Bath & Body Works, Inc.+149.7%0.1%
NVIDIA Corporation+141.4%1.9%
Marathon Oil Corporation+138.1%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Ashtead Group plc+78.2%1.4%
Meggitt PLC+58.6%0.3%
Glencore plc+56.0%2.4%
Royal Mail plc+52.7%0.2%
Entain PLC+52.1%0.6%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

S&P 500
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Global Payments Inc.-42.5%0.1%
Penn National Gaming, Inc.-38.9%0.0%
Las Vegas Sands Corp.-36.5%0.0%
MarketAxess Holdings Inc.-36.4%0.0%
Citrix Systems, Inc.-35.4%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Flutter Entertainment Plc-31.8%1.1%
London Stock Exchange Group plc-23.1%1.3%
Ocado Group PLC-20.0%0.4%
Melrose Industries PLC-19.1%0.4%
International Consolidated Airlines Group SA-17.8%0.3%