Compare Portfolios
vs
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
Portfolio Year to Date Return
Data source: FactSet
102.7%
Net Return Last 3 Years
Bertrand Piccard
Financials data per-7.8%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
-4%
Net Return Last Year
-1.1%
Net Return Last Month
–
Net Return Last 3 Years
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 | |
|---|---|---|---|
| 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% |
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
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% |
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% |