2.8°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

-18.6%

Net Return YTD

1.6°C

Warming Potential

65

Total Footprint

97%

Megatrend Exposure

-19.7%

Net Return YTD

Dow Jones Indust A

Financials data per

-18.6%

Net Return YTD

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Data source: Globalance

-18.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

9.8%

Net Return Last 3 Years

Bertrand Piccard

Financials data per

-19.7%

Net Return YTD

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Data source: Globalance

-19.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

CHF 85,658

Portfolio Value (Ref. curr.)

-4%

Net Return Last Year

-4.1%

Net Return Last Month

-13.3%

Net Return Since Inception

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Dow Jones Indust A
  • Bertrand Piccard

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
Signify Health, Inc. Class A+104.5%0.0%
Occidental Petroleum Corporation+103.9%0.2%
EQT Corporation+91.0%0.0%
H&R Block, Inc.+89.5%0.0%
Unum Group+62.1%0.0%
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Asset Name
Return YTD % (Asset curr.)
% of portfolio
Etsy, Inc.+17.7%6.6%
CoStar Group, Inc.+15.1%6.4%
East Japan Railway Company+13.5%6.1%
Humana Inc.+7.0%5.6%
PayPal Holdings, Inc.+3.4%5.7%

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-88.7%0.0%
Upstart Holdings, Inc.-85.8%0.0%
Novavax, Inc.-85.3%0.0%
Invitae Corp.-84.0%0.0%
Redfin Corporation-83.9%0.0%
Bertrand Piccard
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
CANCOM SE-50.0%3.3%
Accenture Plc Class A-39.4%5.4%
Prologis, Inc.-38.1%4.7%
Adyen NV-34.4%4.2%
Autodesk, Inc.-31.4%4.9%