Compare Portfolios
vs
2.1°C
Warming Potential
65
Total Footprint
85%
Megatrend Exposure
10.5%
Net Return YTD
1.7°C
Warming Potential
65
Total Footprint
92%
Megatrend Exposure
-4.8%
Net Return YTD
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
Globalance Zukunftbeweger Fonds (USD)
Financials data per-4.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
$0
Portfolio Value (Ref. curr.)
–
Net Return Since Inception
Investment Performance
- Nasdaq Composite
- Globalance Zukunftbeweger Fonds (USD)
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% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Western Digital Corporation | +184.6% | 1.0% | |
| Teradyne, Inc. | +79.7% | 1.0% | |
| ASM International N.V. | +75.8% | 1.8% | |
| Vertiv Holdings Co. Class A | +73.5% | 1.7% | |
| VAT Group AG | +65.0% | 1.3% |
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% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| CoStar Group, Inc. | -49.1% | 1.4% | |
| lululemon athletica inc. | -42.8% | 0.9% | |
| Adyen NV | -41.6% | 0.8% | |
| Zealand Pharma A/S | -39.2% | 1.5% | |
| Cognizant Technology Solutions Corporation Class A | -36.8% | 1.9% |