Globalance World

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 per

16.6%

Return YTD

+16.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

40.9%

Last 3 Years Return

FTSE 100

Financials data per

11.5%

Return YTD

+11.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

2.3%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • Dow Jones Indust A
  • FTSE 100

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.+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%
FTSE 100
 
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

Dow Jones Indust A
 
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%
FTSE 100
 
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%