2.8°C

Warming Potential

59

Total Footprint

66%

Megatrend Exposure

-5.3%

Net Return YTD

1.8°C

Warming Potential

59

Total Footprint

73%

Megatrend Exposure

-13%

Net Return YTD

Dow Jones Indust A

Financials data per

-5.3%

Net Return YTD

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Data source: Globalance

-5.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

23.9%

Net Return Last 3 Years

SPI

Financials data per

-13%

Net Return YTD

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Data source: Globalance

-13%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

14.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Dow Jones Indust A
  • SPI

Top 5 Assets

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

Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+136.6%0.2%
TechnipFMC plc+117.7%0.0%
New Fortress Energy Inc. Class A+113.5%0.0%
Texas Pacific Land Corporation+110.6%0.0%
Signify Health, Inc. Class A+101.9%0.0%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Meier Tobler Group AG+105.6%0.0%
Implenia AG+97.5%0.0%
u-blox Holding AG+77.0%0.1%
Meyer Burger Technology AG+38.8%0.1%
Burkhalter Holding AG+31.7%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
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-96.5%0.0%
Novavax, Inc.-88.5%0.0%
Opendoor Technologies Inc-88.3%0.0%
Affirm Holdings, Inc. Class A-85.5%0.0%
AppLovin Corp. Class A-84.9%0.0%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zur Rose Group AG-86.9%0.0%
PolyPeptide Group AG-82.5%0.0%
Peach Property Group AG-68.8%0.0%
Credit Suisse Group AG-63.7%0.7%
Santhera Pharmaceuticals Holding AG-62.4%0.0%