Globalance World

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

14.8%

Return YTD

2.8°C

Warming Potential

60

Total Footprint

72%

Megatrend Exposure

3.1%

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

Nikkei 225

Financials data per

3.1%

Return YTD

+3.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • Dow Jones Indust A
  • Nikkei 225

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%
Nikkei 225
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Nippon Yusen Kabushiki Kaisha+222.6%0.1%
Kawasaki Kisen Kaisha, Ltd.+127.7%0.1%
Mitsui O.S.K.Lines,Ltd.+119.8%0.1%
Citizen Watch Co, Ltd.+88.9%0.1%
Ebara Corporation+85.2%0.2%

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%
Nikkei 225
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
M3, Inc.-37.2%1.8%
Keio Corporation-34.5%0.1%
Odakyu Electric Railway Co., Ltd.-31.4%0.1%
Chugai Pharmaceutical Co., Ltd.-28.1%1.5%
Teijin Limited-26.4%0.0%