Compare Portfolios
vs
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
Portfolio Year to Date Return
Data source: FactSet
102.7%
Net Return Last 3 Years
Hang Seng Index
Financials data per3.1%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
-11%
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 | |
|---|---|---|---|
| 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% |
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
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% |
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% |