2.8°C

Warming Potential

59

Total Footprint

66%

Megatrend Exposure

-5.3%

Net Return YTD

2.5°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

2.4%

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

22.6%

Net Return Last 3 Years

FTSE 100

Financials data per

2.4%

Net Return YTD

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Data source: Globalance

+2.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

2.9%

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
  • 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
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+139.7%0.2%
Antero Resources Corporation+111.0%0.0%
TechnipFMC plc+103.9%0.0%
Texas Pacific Land Corporation+103.0%0.0%
Signify Health, Inc. Class A+101.3%0.0%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Pearson PLC+63.9%0.4%
Glencore plc+55.1%3.6%
BP p.l.c.+54.6%4.8%
Shell Plc+53.0%9.5%
BAE Systems plc+52.1%1.4%

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-96.8%0.0%
Novavax, Inc.-88.2%0.0%
Opendoor Technologies Inc-88.0%0.0%
Affirm Holdings, Inc. Class A-87.3%0.0%
AppLovin Corp. Class A-85.7%0.0%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Ocado Group PLC-63.2%0.2%
Dechra Pharmaceuticals PLC-48.9%0.2%
Persimmon Plc-47.3%0.2%
Scottish Mortgage Investment Trust Plc-42.9%0.6%
Intermediate Capital Group plc-42.7%0.2%