2.8°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

-8.3%

Net Return YTD

2.9°C

Warming Potential

56

Total Footprint

42%

Megatrend Exposure

1.7%

Net Return YTD

Dow Jones Indust A

Financials data per

-8.3%

Net Return YTD

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Data source: Globalance

-8.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.7%

Net Return Last 3 Years

FTSE 100

Financials data per

1.7%

Net Return YTD

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Data source: Globalance

+1.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

3.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-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+117.7%0.2%
EQT Corporation+101.3%0.0%
H&R Block, Inc.+95.3%0.0%
Enphase Energy, Inc.+65.8%0.1%
Signify Health, Inc. Class A+61.7%0.0%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Pearson PLC+47.5%0.3%
BAE Systems plc+46.4%1.3%
Shell PLC+36.1%8.4%
Standard Chartered PLC+36.1%0.7%
BP p.l.c.+30.0%4.0%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-79.6%0.0%
Upstart Holdings, Inc.-77.9%0.0%
Snap, Inc. Class A-77.5%0.0%
TuSimple Holdings, Inc. Class A-72.2%0.0%
RingCentral, Inc. Class A-71.8%0.0%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Ocado Group PLC-44.9%0.3%
JD Sports Fashion Plc-38.9%0.2%
Barratt Developments PLC-32.3%0.3%
Dechra Pharmaceuticals PLC-32.1%0.2%
B&M European Value Retail SA-31.2%0.2%