Globalance World

2.5°C

Warming Potential

64

Total Footprint

90%

Megatrend Exposure

22.5%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

10.1%

Return YTD

Nasdaq Composite

Financials data per

22.5%

Return YTD

+22.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

117%

Last 3 Years Return

FTSE 100

Financials data per

10.1%

Return YTD

+10.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • Nasdaq Composite
  • FTSE 100

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Nasdaq Composite
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Moderna, Inc.+215.5%0.6%
NVIDIA Corporation+141.4%4.9%
Intuit Inc.+76.2%1.1%
Advanced Micro Devices, Inc.+68.8%1.1%
Applied Materials, Inc.+67.1%0.9%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Ashtead Group plc+78.2%1.4%
Meggitt PLC+58.6%0.3%
Glencore plc+56.0%2.4%
Royal Mail plc+52.7%0.2%
Entain PLC+52.1%0.6%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Nasdaq Composite
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Peloton Interactive, Inc. Class A-69.4%0.1%
Pinduoduo, Inc. Sponsored ADR Class A-61.5%0.2%
Zoom Video Communications, Inc. Class A-34.7%0.4%
Activision Blizzard, Inc.-34.2%0.3%
Splunk Inc.-26.5%0.2%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Flutter Entertainment Plc-31.8%1.1%
London Stock Exchange Group plc-23.1%1.3%
Ocado Group PLC-20.0%0.4%
Melrose Industries PLC-19.1%0.4%
International Consolidated Airlines Group SA-17.8%0.3%