2.1°C

Warming Potential

64

Total Footprint

89%

Megatrend Exposure

-17.8%

Net Return YTD

2.9°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

-10.9%

Net Return YTD

Nasdaq Composite

Financials data per

-17.8%

Net Return YTD

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Data source: Globalance

-17.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

61.5%

Net Return Last 3 Years

S&P 500

Financials data per

-10.9%

Net Return YTD

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Data source: Globalance

-10.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

51.6%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-40.0%-30.0%-20.0%-10.0%0.0%+10.0%
  • Nasdaq Composite
  • S&P 500

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+34.7%0.6%
T-Mobile US, Inc.+24.9%1.5%
Activision Blizzard, Inc.+22.3%0.5%
Dollar Tree, Inc.+18.1%0.3%
American Electric Power Company, Inc.+16.5%0.4%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+117.7%0.2%
Enphase Energy, Inc.+65.8%0.1%
Coterra Energy Inc.+55.2%0.1%
Valero Energy Corporation+52.7%0.1%
Exxon Mobil Corporation+52.3%1.2%

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.-59.5%0.8%
Align Technology, Inc.-56.2%0.2%
Okta, Inc. Class A-52.9%0.1%
Lucid Group, Inc.-52.1%0.3%
DocuSign, Inc.-50.5%0.1%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Netflix, Inc.-59.5%0.3%
Align Technology, Inc.-56.2%0.1%
Match Group, Inc.-50.1%0.1%
Stanley Black & Decker, Inc.-48.8%0.0%
Carnival Corporation-48.6%0.0%