Compare Portfolios
vs
2.5°C
Warming Potential
62
Total Footprint
70%
Megatrend Exposure
2.5%
Net Return YTD
1.8°C
Warming Potential
61
Total Footprint
97%
Megatrend Exposure
-4.1%
Net Return YTD
Dow Jones Indust A
Financials data per2.5%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
22.5%
Net Return Last 3 Years
Hang Seng Index
Financials data per-4.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-46.9%
Net Return Last 3 Years
Investment Performance
- Dow Jones Indust A
- Hang Seng Index
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Super Micro Computer, Inc. | +182.6% | 0.0% | |
| Kinsale Capital Group, Inc. | +50.8% | 0.0% | |
| AppLovin Corp. Class A | +50.2% | 0.0% | |
| NVIDIA Corporation | +46.6% | 2.6% | |
| Palantir Technologies Inc. Class A | +42.3% | 0.1% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Netease Inc | +22.0% | 6.2% | |
| Trip.com Group Ltd. | +17.1% | 2.0% | |
| Haier Smart Home Co., Ltd. Class H | +9.5% | 3.1% | |
| Tencent Holdings Ltd. | -0.6% | 8.0% | |
| Alibaba Group Holding Limited | -3.4% | 8.0% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| New York Community Bancorp Inc | -51.6% | 0.0% | |
| agilon health inc | -43.3% | 0.0% | |
| QuidelOrtho Corporation | -43.3% | 0.0% | |
| Wolfspeed Inc | -38.2% | 0.0% | |
| Avis Budget Group, Inc. | -36.7% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| XPeng, Inc. Class A | -33.9% | 3.8% | |
| NIO Inc. Class A | -33.8% | 0.2% | |
| Ping An Healthcare and Technology Company Limited | -30.1% | 0.6% | |
| Sunny Optical Technology (Group) Co., Ltd. | -28.7% | 2.5% | |
| Kingdee International Software Group Co., Ltd. | -28.6% | 1.6% |