Globalance World

2.8°C

Warming Potential

56

Total Footprint

58%

Megatrend Exposure

16.8%

Return YTD

2.8°C

Warming Potential

62

Total Footprint

83%

Megatrend Exposure

18.1%

Return YTD

Dow Jones Indust A

Financials data per

16.8%

Return YTD

+16.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

43%

Last 3 Years Return

Nasdaq Composite

Financials data per

18.1%

Return YTD

+18.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

108.1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • Dow Jones Indust A
  • Nasdaq Composite

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
Goldman Sachs Group, Inc.+59.0%6.9%
American Express Company+52.2%3.0%
Home Depot, Inc.+41.6%6.3%
Chevron Corporation+39.5%2.1%
Microsoft Corporation+39.3%4.7%
Nasdaq Composite
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Avis Budget Group, Inc.+373.6%0.0%
Moderna, Inc.+234.6%0.3%
Oasis Petroleum Inc+222.5%0.0%
Sprout Social Inc Class A+171.8%0.0%
PDC Energy, Inc.+162.7%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
Amgen Inc.-7.4%4.9%
Verizon Communications Inc.-6.2%1.1%
Walt Disney Company-5.1%3.4%
Boeing Company-0.6%4.3%
Coca-Cola Company+1.2%1.1%
Nasdaq Composite
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Immunovant Inc-82.2%0.0%
Adverum Biotechnologies Inc-82.0%0.0%
Black Diamond Therapeutics, Inc.-74.9%0.0%
Seres Therapeutics Inc-74.2%0.0%
Nkarta, Inc.-71.9%0.0%