Globalance World

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-7.3%

Net Return YTD

4.0°C

Warming Potential

58

Total Footprint

59%

Megatrend Exposure

-0.7%

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

DAX

Financials data per

-0.7%

Net Return YTD

-0.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

40.8%

Net Return Last 3 Years

Investment Performance

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

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%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Henkel AG & Co. KGaA Pref+15.7%0.9%
Bayerische Motoren Werke AG+12.2%2.0%
Bayer AG+11.9%3.5%
Daimler AG+10.7%5.1%
BASF SE+10.2%4.0%

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%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sartorius AG Pref-23.4%0.9%
Delivery Hero SE-19.9%1.4%
HelloFresh SE-16.7%1.0%
Merck KGaA-15.8%1.9%
PUMA SE-13.3%0.8%