Compare Portfolios
vs
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
2.1°C
Warming Potential
61
Total Footprint
56%
Megatrend Exposure
2.2%
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
DAX
Financials data per2.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
21.7%
Net Return Last 3 Years
Investment Performance
- S&P 500
- DAX
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 |
|---|---|---|---|
| Rheinmetall AG | +35.3% | 1.1% | |
| SAP SE | +18.4% | 10.3% | |
| MTU Aero Engines AG | +16.3% | 0.9% | |
| Siemens Energy AG | +15.8% | 0.4% | |
| Munich Reinsurance Company | +9.0% | 4.8% |
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 |
|---|---|---|---|
| RWE AG | -22.8% | 2.3% | |
| Bayer Aktiengesellschaft | -14.9% | 3.8% | |
| Infineon Technologies AG | -11.5% | 3.6% | |
| Covestro AG | -8.6% | 0.9% | |
| Zalando SE | -7.6% | 0.5% |