Globalance World

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-4.8%

Net Return YTD

2.8°C

Warming Potential

60

Total Footprint

72%

Megatrend Exposure

-2.3%

Net Return YTD

Nasdaq Composite

Financials data per

-4.8%

Net Return YTD

-4.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

115.7%

Net Return Last 3 Years

Nikkei 225

Financials data per

-2.3%

Net Return YTD

-2.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

38.1%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-6.0%-4.0%-2.0%0.0%+2.0%
  • 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
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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
T&D Holdings, Inc.+19.8%0.0%
Mitsubishi Heavy Industries, Ltd.+19.2%0.0%
JFE Holdings, Inc.+17.0%0.0%
NIPPON STEEL CORP.+16.6%0.0%
Sumitomo Metal Mining Co., Ltd.+16.5%0.3%

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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
M3, Inc.-19.3%1.8%
Keyence Corporation-14.0%0.8%
Recruit Holdings Co., Ltd.-13.2%2.8%
Olympus Corp.-12.9%1.2%
Kikkoman Corporation-11.7%1.1%