Globalance World

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-7.3%

Net Return YTD

2.9°C

Warming Potential

59

Total Footprint

70%

Megatrend Exposure

-3.9%

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

S&P 500

Financials data per

-3.9%

Net Return YTD

-3.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

80.6%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-8.0%-6.0%-4.0%-2.0%0.0%+2.0%
  • 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
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%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Discovery, Inc. Class A+32.5%0.0%
Schlumberger NV+26.2%0.1%
Halliburton Company+25.7%0.1%
Hess Corporation+24.0%0.1%
APA Corp.+23.8%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%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Etsy, Inc.-25.2%0.1%
Bio-Techne Corporation-24.6%0.1%
Enphase Energy, Inc.-21.9%0.1%
Ceridian HCM Holding, Inc.-20.7%0.0%
Align Technology, Inc.-20.2%0.1%