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vs
1.9°C
Warming Potential
65
Total Footprint
83%
Megatrend Exposure
13.5%
Net Return YTD
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Nasdaq Composite
Financials data per13.5%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
87.9%
Net Return Last 3 Years
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Investment Performance
- Nasdaq Composite
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Western Digital Corporation | +216.4% | 0.5% | |
| Seagate Technology Holdings PLC | +211.4% | 0.4% | |
| Micron Technology, Inc. | +188.5% | 2.3% | |
| Intel Corporation | +144.4% | 1.1% | |
| Advanced Micro Devices, Inc. | +122.3% | 1.7% |
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Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| CoStar Group, Inc. | -57.2% | 0.1% | |
| Intuit Inc. | -51.7% | 0.7% | |
| Alnylam Pharmaceuticals, Inc | -48.3% | 0.2% | |
| Insmed Incorporated | -43.3% | 0.2% | |
| AppLovin Corp. Class A | -41.2% | 0.8% |
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