Globalance World

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-7.3%

Net Return YTD

1.5°C

Warming Potential

66

Total Footprint

98%

Megatrend Exposure

-7.8%

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

Bertrand Piccard

Financials data per

-7.8%

Net Return YTD

-7.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-4%

Net Return Last Year

-1.1%

Net Return Last Month

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-8.0%-6.0%-4.0%-2.0%0.0%+2.0%
  • Nasdaq Composite
  • Bertrand Piccard

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%
Bertrand Piccard
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
TripAdvisor, Inc.+5.4%4.4%
Airtel Africa Plc+4.1%8.4%
Beyond Meat, Inc.+3.8%2.8%
Teleflex Incorporated+1.9%4.8%
Clean Harbors, Inc.-1.3%5.2%

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%
Bertrand Piccard
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Humana Inc.-14.8%5.0%
Adyen NV-12.1%3.7%
Azure Power Global Ltd.-12.1%3.4%
Ballard Power Systems Inc.-11.7%3.6%
Scatec ASA-10.2%3.8%