2.1°C

Warming Potential

64

Total Footprint

89%

Megatrend Exposure

-30.5%

Net Return YTD

2.8°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

-18.6%

Net Return YTD

Nasdaq Composite

Financials data per

-30.5%

Net Return YTD

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Data source: Globalance

-30.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

34%

Net Return Last 3 Years

Dow Jones Indust A

Financials data per

-18.6%

Net Return YTD

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Data source: Globalance

-18.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

9.8%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-40.0%-30.0%-20.0%-10.0%0.0%+10.0%
  • Nasdaq Composite
  • Dow Jones Indust A

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+29.1%0.6%
T-Mobile US, Inc.+14.1%1.5%
Activision Blizzard, Inc.+13.4%0.5%
American Electric Power Company, Inc.+12.5%0.4%
Regeneron Pharmaceuticals, Inc.+10.4%0.5%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Signify Health, Inc. Class A+104.5%0.0%
Occidental Petroleum Corporation+103.9%0.2%
EQT Corporation+91.0%0.0%
H&R Block, Inc.+89.5%0.0%
Unum Group+62.1%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
Okta, Inc. Class A-75.8%0.1%
Align Technology, Inc.-66.2%0.2%
DocuSign, Inc.-65.6%0.1%
Match Group, Inc.-64.2%0.2%
Lucid Group, Inc.-63.1%0.3%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-88.7%0.0%
Upstart Holdings, Inc.-85.8%0.0%
Novavax, Inc.-85.3%0.0%
Invitae Corp.-84.0%0.0%
Redfin Corporation-83.9%0.0%