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 per

26.5%

Net Return YTD

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Data source: Globalance

+26.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

37.8%

Net Return Last 3 Years

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Financials data per

2.8%

Net Return YTD

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Data source: Globalance

+2.8%

Portfolio Year to Date Return

-∞%+∞%0%

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%+30.0%
  • 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
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%
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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

Nasdaq Composite
 
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%
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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%