Compare Portfolios
vs
2.1°C
Warming Potential
64
Total Footprint
89%
Megatrend Exposure
-16.6%
Net Return YTD
2.2°C
Warming Potential
54
Total Footprint
92%
Megatrend Exposure
-13.8%
Net Return YTD
Nasdaq Composite
Financials data per-16.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
65.9%
Net Return Last 3 Years
Hang Seng Index
Financials data per-13.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-21.9%
Net Return Last 3 Years
Investment Performance
- Nasdaq Composite
- Hang Seng Index
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 | |
|---|---|---|---|
| Vertex Pharmaceuticals Incorporated | +34.1% | 0.6% | |
| T-Mobile US, Inc. | +26.3% | 1.5% | |
| Activision Blizzard, Inc. | +22.1% | 0.5% | |
| American Electric Power Company, Inc. | +19.3% | 0.4% | |
| Dollar Tree, Inc. | +18.7% | 0.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Trip.com Group Ltd. | +7.2% | 0.7% | |
| Kuaishou Technology Class B | +5.1% | 7.9% | |
| Li Auto, Inc. Class A | +3.0% | 3.1% | |
| JD Health International, Inc. | +0.3% | 4.7% | |
| Baidu, Inc. Class A | -5.7% | 4.3% |
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 | |
|---|---|---|---|
| Netflix, Inc. | -58.6% | 0.8% | |
| Align Technology, Inc. | -56.0% | 0.2% | |
| Okta, Inc. Class A | -53.5% | 0.1% | |
| DocuSign, Inc. | -51.2% | 0.1% | |
| Lucid Group, Inc. | -51.0% | 0.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Ming Yuan Cloud Group Holdings Limited | -63.8% | 0.5% | |
| AAC Technologies Holdings Inc. | -51.2% | 0.8% | |
| Sunny Optical Technology (Group) Co., Ltd. | -49.6% | 5.4% | |
| XPeng, Inc. Class A | -49.1% | 1.1% | |
| Bilibili, Inc. Class Z | -44.6% | 1.3% |