Compare Portfolios
vs
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
Portfolio Year to Date Return
Data source: FactSet
26.7%
Net Return Last 3 Years
FTSE 100
Financials data per1.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
3.5%
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 | +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% |
| Â | 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
| Â | 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% |
| Â | 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% |