Globalance World

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

14.8%

Return YTD

3.3°C

Warming Potential

57

Total Footprint

66%

Megatrend Exposure

17.3%

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

SPI

Financials data per

17.3%

Return YTD

+17.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

48.3%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • 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
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%
SPI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Medartis Holding AG+125.8%0.0%
Swissquote Group Holding Ltd.+117.3%0.1%
VAT Group AG+109.8%0.7%
Sensirion Holding AG+106.6%0.1%
TX Group AG+100.6%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%
SPI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
RELIEF THERAPEUTICS Holding AG-78.4%0.0%
Santhera Pharmaceuticals Holding AG-54.2%0.0%
Molecular Partners AG-48.2%0.0%
GAM Holding AG-40.4%0.0%
Gurit Holding AG-39.8%0.0%