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vs
2.1°C
Warming Potential
65
Total Footprint
85%
Megatrend Exposure
10.5%
Net Return YTD
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Nasdaq Composite
Financials data per10.5%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
83.1%
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 | |
|---|---|---|---|
| Intel Corporation | +129.1% | 1.1% | |
| Western Digital Corporation | +127.0% | 0.5% | |
| Seagate Technology Holdings PLC | +110.5% | 0.4% | |
| Marvell Technology, Inc. | +80.5% | 0.4% | |
| Micron Technology, Inc. | +76.7% | 2.3% |
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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 | |
|---|---|---|---|
| Atlassian Corp Class A | -57.0% | 0.1% | |
| CoStar Group, Inc. | -46.5% | 0.1% | |
| Workday, Inc. Class A | -43.6% | 0.2% | |
| Zscaler, Inc. | -39.5% | 0.1% | |
| Intuit Inc. | -39.2% | 0.7% |
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