Compare Portfolios
vs
2.0°C
Warming Potential
66
Total Footprint
88%
Megatrend Exposure
26.5%
Net Return YTD
1.6°C
Warming Potential
68
Total Footprint
97%
Megatrend Exposure
2.8%
Net Return YTD
Nasdaq Composite
Financials data per26.5%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
37.8%
Net Return Last 3 Years
Bertrand Piccard
Financials data per2.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
CHF 86,964
Portfolio Value (Ref. curr.)
-21.5%
Net Return Last Year
-3.1%
Net Return Last Month
-12.9%
Net Return Since Inception
Investment Performance
- Nasdaq Composite
- Bertrand Piccard
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| NVIDIA Corporation | +172.2% | 5.2% | |
| Meta Platforms Inc. Class A | +126.5% | 3.7% | |
| Advanced Micro Devices, Inc. | +84.5% | 1.1% | |
| Tesla, Inc. | +68.5% | 3.1% | |
| Marvell Technology, Inc. | +65.3% | 0.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Omnicell, Inc. | +37.7% | 6.4% | |
| Stride, Inc. | +32.3% | 6.3% | |
| Adyen NV | +22.4% | 5.3% | |
| Legrand SA | +18.3% | 5.6% | |
| Accenture Plc Class A | +16.4% | 5.2% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| JD.com, Inc. Sponsored ADR Class A | -37.4% | 0.1% | |
| Sirius XM Holdings, Inc. | -35.8% | 0.1% | |
| Enphase Energy, Inc. | -31.5% | 0.2% | |
| Moderna, Inc. | -28.4% | 0.4% | |
| Rivian Automotive, Inc. Class A | -20.9% | 0.1% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Etsy, Inc. | -28.5% | 3.1% | |
| Incyte Corporation | -21.8% | 3.9% | |
| TripAdvisor, Inc. | -13.5% | 3.8% | |
| PayPal Holdings, Inc. | -12.4% | 4.0% | |
| Leroy Seafood Group ASA | -10.3% | 3.9% |