Globalance World

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

14.8%

Return YTD

2.9°C

Warming Potential

59

Total Footprint

70%

Megatrend Exposure

25.5%

Return YTD

Dow Jones Indust A

Financials data per

14.8%

Return YTD

+14.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

38.7%

Last 3 Years Return

S&P 500

Financials data per

25.5%

Return YTD

+25.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

79.3%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%+30.0%
  • Dow Jones Indust A
  • S&P 500

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.+53.5%6.7%
Goldman Sachs Group, Inc.+49.4%7.4%
Microsoft Corporation+49.3%6.1%
Chevron Corporation+41.9%2.1%
American Express Company+31.1%3.3%
S&P 500
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Moderna, Inc.+215.5%0.2%
Devon Energy Corporation+177.2%0.1%
Bath & Body Works, Inc.+149.7%0.1%
NVIDIA Corporation+141.4%1.9%
Marathon Oil Corporation+138.1%0.0%

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-18.3%3.2%
Amgen Inc.-9.5%3.8%
Visa Inc. Class A-9.0%3.9%
Verizon Communications Inc.-7.5%1.0%
Boeing Company-6.9%4.0%
S&P 500
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Global Payments Inc.-42.5%0.1%
Penn National Gaming, Inc.-38.9%0.0%
Las Vegas Sands Corp.-36.5%0.0%
MarketAxess Holdings Inc.-36.4%0.0%
Citrix Systems, Inc.-35.4%0.0%