Globalance World

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-7.3%

Net Return YTD

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

3.1%

Net Return YTD

Nasdaq Composite

Financials data per

-7.3%

Net Return YTD

-7.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

102.7%

Net Return Last 3 Years

Hang Seng Index

Financials data per

3.1%

Net Return YTD

+3.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-11%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-8.0%-6.0%-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • Nasdaq Composite
  • Hang Seng Index

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
Fox Corporation Class A+11.2%0.1%
PACCAR Inc+9.3%0.2%
Check Point Software Technologies Ltd.+8.2%0.1%
Intel Corporation+8.2%1.4%
Keurig Dr Pepper Inc.+7.1%0.3%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
China Overseas Land & Investment Limited+19.7%0.5%
HSBC Holdings Plc+15.1%7.1%
CNOOC Limited+14.6%1.2%
BOC Hong Kong (Holdings) Limited+13.9%0.7%
CSPC Pharmaceutical Group Limited+13.3%0.8%

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
Align Technology, Inc.-20.2%0.4%
IDEXX Laboratories, Inc.-19.6%0.4%
Moderna, Inc.-19.4%0.6%
MercadoLibre, Inc.-16.7%0.5%
DexCom, Inc.-16.7%0.4%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sunny Optical Technology (Group) Co., Ltd.-10.9%1.3%
Techtronic Industries Co., Ltd.-10.2%1.5%
Country Garden Holdings Co. Ltd.-7.7%0.5%
Country Garden Services Holdings Co. Ltd.-7.1%1.1%
Geely Automobile Holdings Limited-6.1%1.1%