Compare Portfolios
vs
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
1.5°C
Warming Potential
69
Total Footprint
98%
Megatrend Exposure
-0.3%
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
Bertrand Piccard
Financials data per-0.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
CHFÂ 86,373
Portfolio Value (Ref. curr.)
3.4%
Net Return Last Year
-3.3%
Net Return Last Month
-13.5%
Net Return Since Inception
Investment Performance
- S&P 500
- Bertrand Piccard
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 |
|---|---|---|---|
| Adyen NV | +28.8% | 6.6% | |
| TripAdvisor, Inc. | +25.4% | 7.1% | |
| DoubleVerify Holdings, Inc. | +15.1% | 6.0% | |
| East Japan Railway Company | +11.2% | 6.2% | |
| Redcare Pharmacy N.V. | +10.2% | 5.1% |
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 |
|---|---|---|---|
| Airtel Africa Plc | -27.3% | 4.1% | |
| Omnicell, Inc. | -25.2% | 4.0% | |
| Teradata Corporation | -14.8% | 3.8% | |
| Array Technologies Inc | -13.4% | 4.4% | |
| Incyte Corporation | -8.1% | 5.0% |