Globalance World

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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 per

13.5%

Net Return YTD

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Data source: Globalance

+13.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

87.9%

Net Return Last 3 Years

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Investment Performance

OctNovDecJanFebMarAprMayJunJulAugSepNet Return YTD-15%-10%-5%0%+5%+10%+15%+20%
  • Nasdaq Composite

Top 5 Assets

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

Nasdaq Composite
 
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

Nasdaq Composite
 
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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