Globalance World

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-4.8%

Net Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-2.6%

Net Return YTD

Nasdaq Composite

Financials data per

-4.8%

Net Return YTD

-4.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

115.7%

Net Return Last 3 Years

Russell 3000

Financials data per

-2.6%

Net Return YTD

-2.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

87.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-6.0%-4.0%-2.0%0.0%+2.0%
  • Nasdaq Composite
  • Russell 3000

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%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zynga Inc. Class A+40.0%0.0%
Discovery, Inc. Class A+32.5%0.0%
Helmerich & Payne, Inc.+28.3%0.0%
Schlumberger NV+26.2%0.1%
Halliburton Company+25.7%0.0%

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%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Pacific Biosciences of California, Inc.-39.2%0.0%
Celsius Holdings, Inc.-33.8%0.0%
Oak Street Health, Inc.-33.6%0.0%
Carvana Co. Class A-32.5%0.1%
Calix, Inc.-31.6%0.0%