2.4°C

Warming Potential

63

Total Footprint

70%

Megatrend Exposure

12.2%

Net Return YTD

1.5°C

Warming Potential

69

Total Footprint

98%

Megatrend Exposure

-10.8%

Net Return YTD

S&P 500

Financials data per

12.2%

Net Return YTD

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Data source: Globalance

+12.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

34.2%

Net Return Last 3 Years

Bertrand Piccard

Financials data per

-10.8%

Net Return YTD

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Data source: Globalance

-10.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

CHF 77,289

Portfolio Value (Ref. curr.)

3.4%

Net Return Last Year

-7.9%

Net Return Last Month

-22.6%

Net Return Since Inception

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-15.0%-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • S&P 500
  • Bertrand Piccard

Top 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+92.6%2.9%
Constellation Energy Corporation+90.7%0.1%
NRG Energy, Inc.+62.2%0.0%
GE Aerospace+58.4%0.3%
Howmet Aerospace Inc.+56.9%0.1%
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Asset Name
Return YTD % (Asset curr.)
% of portfolio
Stride, Inc.+18.8%6.2%
Essity AB Class B+11.7%5.7%
PayPal Holdings, Inc.+4.7%5.1%
Adyen NV+4.6%4.7%
East Japan Railway Company+4.3%6.4%

Bottom 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
SolarEdge Technologies, Inc.-48.2%0.0%
lululemon athletica inc.-36.8%0.1%
Intel Corporation-36.3%0.4%
EPAM Systems, Inc.-35.7%0.0%
Walgreens Boots Alliance, Inc.-34.2%0.0%
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Asset Name
Return YTD % (Asset curr.)
% of portfolio
DoubleVerify Holdings, Inc.-52.9%3.1%
Sims Ltd.-30.9%4.4%
Array Technologies Inc-30.3%5.0%
Redcare Pharmacy N.V.-27.2%4.0%
Illumina, Inc.-24.6%4.7%