Compare Portfolios
vs
2.1°C
Warming Potential
64
Total Footprint
89%
Megatrend Exposure
-17.8%
Net Return YTD
1.6°C
Warming Potential
67
Total Footprint
98%
Megatrend Exposure
-8.8%
Net Return YTD
Nasdaq Composite
Financials data per-17.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
61.5%
Net Return Last 3 Years
Bertrand Piccard
Financials data per-8.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
CHF 98,332
Portfolio Value (Ref. curr.)
-4%
Net Return Last Year
12%
Net Return Last Month
-1.6%
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 | |
|---|---|---|---|
| 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% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Etsy, Inc. | +37.3% | 6.6% | |
| CoStar Group, Inc. | +20.6% | 5.7% | |
| PayPal Holdings, Inc. | +16.6% | 5.4% | |
| Airtel Africa Plc | +8.5% | 4.4% | |
| East Japan Railway Company | +5.9% | 5.1% |
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 | |
|---|---|---|---|
| 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% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| CANCOM SE | -32.1% | 4.2% | |
| Accenture Plc Class A | -25.0% | 5.4% | |
| Teleflex Incorporated | -23.5% | 3.9% | |
| Prologis, Inc. | -20.9% | 4.9% | |
| Ballard Power Systems Inc. | -18.0% | 5.1% |