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

-16.6%

Portfolio Year to Date Return

-∞%+∞%0%

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

-13.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-21.9%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-40.0%-30.0%-20.0%-10.0%0.0%+10.0%
  • 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
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%
Hang Seng Index
 
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

Nasdaq Composite
 
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%
Hang Seng Index
 
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%