Globalance World

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-7.3%

Net Return YTD

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

-2.7%

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

Dow Jones Indust A

Financials data per

-2.7%

Net Return YTD

-2.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

43.2%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-8.0%-6.0%-4.0%-2.0%0.0%+2.0%
  • 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
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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Boeing Company+12.2%4.0%
Caterpillar Inc.+10.7%3.8%
Chevron Corporation+9.9%2.1%
Intel Corporation+8.2%0.9%
Dow, Inc.+7.1%1.1%

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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NIKE, Inc. Class B-11.1%3.2%
Home Depot, Inc.-10.4%6.7%
salesforce.com, inc.-9.0%5.6%
Microsoft Corporation-7.8%6.1%
UnitedHealth Group Incorporated-6.7%8.4%