Compare Portfolios
vs
2.8°C
Warming Potential
56
Total Footprint
58%
Megatrend Exposure
16.6%
Return YTD
3.5°C
Warming Potential
55
Total Footprint
40%
Megatrend Exposure
11.5%
Return YTD
Dow Jones Indust A
Financials data per16.6%
Return YTD
Portfolio Year to Date Return
Data source: FactSet
40.9%
Last 3 Years Return
FTSE 100
Financials data per11.5%
Return YTD
Portfolio Year to Date Return
Data source: FactSet
2.3%
Last 3 Years Return
Investment Performance
- Dow Jones Indust A
- FTSE 100
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Goldman Sachs Group, Inc. | +56.3% | 6.9% | |
| American Express Company | +48.2% | 3.0% | |
| Microsoft Corporation | +40.5% | 4.7% | |
| Home Depot, Inc. | +39.1% | 6.3% | |
| Chevron Corporation | +37.0% | 2.1% |
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Entain PLC | +87.3% | 0.5% | |
| Ashtead Group plc | +71.4% | 1.1% | |
| Glencore plc | +63.1% | 1.7% | |
| Evraz PLC | +48.1% | 0.2% | |
| Royal Dutch Shell Plc Class A | +46.6% | 3.2% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Amgen Inc. | -6.8% | 4.9% | |
| Walt Disney Company | -5.4% | 3.4% | |
| Verizon Communications Inc. | -4.8% | 1.1% | |
| Boeing Company | +0.1% | 4.3% | |
| Coca-Cola Company | +1.4% | 1.1% |
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Just Eat Takeaway.com N.V. | -23.6% | 0.5% | |
| Associated British Foods plc | -22.3% | 0.5% | |
| Ocado Group PLC | -19.6% | 0.6% | |
| Weir Group PLC | -15.9% | 0.3% | |
| Smith & Nephew PLC | -13.4% | 0.7% |