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

-17.8%

Portfolio Year to Date Return

-∞%+∞%0%

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

-8.8%

Portfolio Year to Date Return

-∞%+∞%0%

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-40.0%-30.0%-20.0%-10.0%0.0%+10.0%
  • 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
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%
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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

Nasdaq Composite
 
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%
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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%