Compare Portfolios
vs
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
Portfolio Year to Date Return
Data source: FactSet
22.6%
Net Return Last 3 Years
FTSE 100
Financials data per2.4%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
2.9%
Net Return Last 3 Years
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
| Â | 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% |
| Â | 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
| Â | 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% |
| Â | 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% |