2.1°C

Warming Potential

64

Total Footprint

89%

Megatrend Exposure

-17.8%

Net Return YTD

2.6°C

Warming Potential

60

Total Footprint

70%

Megatrend Exposure

-3.4%

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

Nikkei 225

Financials data per

-3.4%

Net Return YTD

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Data source: Globalance

-3.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

34.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-40.0%-30.0%-20.0%-10.0%0.0%+10.0%
  • Nasdaq Composite
  • Nikkei 225

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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Mitsubishi Heavy Industries, Ltd.+80.1%0.1%
JGC Holdings Corporation+75.5%0.2%
Tokyo Electric Power Company Holdings, Incorporated+68.4%0.0%
Fujikura Ltd+62.7%0.1%
Mitsubishi Motors Corporation+54.2%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
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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rakuten Group, Inc.-41.9%0.1%
Z Holdings Corporation-35.9%0.0%
OMRON Corporation-34.3%0.9%
Taiyo Yuden Co., Ltd.-33.2%0.6%
Tokyo Electron Ltd.-31.8%5.8%