Globalance World

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

17%

Return YTD

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

-9.3%

Return YTD

Dow Jones Indust A

Financials data per

17%

Return YTD

+17%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

47.4%

Last 3 Years Return

Hang Seng Index

Financials data per

-9.3%

Return YTD

-9.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-4.8%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-15.0%-10.0%-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • 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

Dow Jones Indust A
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Home Depot, Inc.+55.8%6.7%
Microsoft Corporation+53.8%6.1%
Goldman Sachs Group, Inc.+51.9%7.4%
American Express Company+42.8%3.3%
Chevron Corporation+41.2%2.1%
Hang Seng Index
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Techtronic Industries Co., Ltd.+57.0%1.5%
BYD Company Limited Class H+56.1%1.5%
CITIC Limited+42.0%0.5%
Sunny Optical Technology (Group) Co., Ltd.+38.7%1.3%
CK Asset Holdings Limited+20.0%0.8%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Dow Jones Indust A
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Walt Disney Company-14.9%3.2%
Visa Inc. Class A-10.0%3.9%
Amgen Inc.-8.8%3.8%
Verizon Communications Inc.-8.0%1.0%
Boeing Company-1.9%4.0%
Hang Seng Index
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Haidilao International Holding Ltd.-69.2%0.3%
Alibaba Health Information Technology Ltd.-61.2%0.6%
Alibaba Group Holding Ltd.-41.1%7.7%
Sands China Ltd.-40.2%0.7%
Xiaomi Corp. Class B-37.0%3.4%