Compare Portfolios
vs
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
2.4°C
Warming Potential
56
Total Footprint
42%
Megatrend Exposure
-0.3%
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
FTSE 100
Financials data per-0.3%
Net Return YTD
Loading…
Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
14.3%
Net Return Last 3 Years
Investment Performance
- S&P 500
- FTSE 100
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 |
|---|---|---|---|
| Flutter Entertainment Plc | +22.6% | 1.2% | |
| GSK plc | +15.6% | 3.2% | |
| Hargreaves Lansdown plc | +13.0% | 0.1% | |
| Beazley Plc | +12.1% | 0.2% | |
| BAE Systems plc | +11.8% | 1.8% |
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 |
|---|---|---|---|
| JD Sports Fashion Plc | -32.4% | 0.2% | |
| Ocado Group PLC | -29.3% | 0.2% | |
| Endeavour Mining PLC | -26.6% | 0.2% | |
| Airtel Africa Plc | -26.0% | 0.1% | |
| Fresnillo PLC | -18.0% | 0.1% |