Globalance World

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

14.8%

Return YTD

1.4°C

Warming Potential

67

Total Footprint

98%

Megatrend Exposure

-0.8%

Return YTD

Dow Jones Indust A

Financials data per

14.8%

Return YTD

+14.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

38.7%

Last 3 Years Return

Bertrand Piccard

Financials data per

-0.8%

Return YTD

-0.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

49.5%

Last Year Return

9.8%

Last Month Return

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-10.0%-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • 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
YTD Return % (Asset curr.)
% of portfolio
Home Depot, Inc.+53.5%6.7%
Goldman Sachs Group, Inc.+49.4%7.4%
Microsoft Corporation+49.3%6.1%
Chevron Corporation+41.9%2.1%
American Express Company+31.1%3.3%
Bertrand Piccard
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Clean Harbors, Inc.+45.0%5.3%
Accenture Plc Class A+41.8%5.5%
CANCOM SE+35.1%5.2%
Airtel Africa Plc+30.2%6.4%
Prologis, Inc.+17.9%5.8%

Bottom 5 Assets

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

Dow Jones Indust A
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Walt Disney Company-18.3%3.2%
Amgen Inc.-9.5%3.8%
Visa Inc. Class A-9.0%3.9%
Verizon Communications Inc.-7.5%1.0%
Boeing Company-6.9%4.0%
Bertrand Piccard
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Azure Power Global Ltd.-44.8%4.2%
Beyond Meat, Inc.-41.0%2.9%
Sunrun Inc.-27.6%4.8%
TripAdvisor, Inc.-25.7%3.7%
Solaria Energia y Medio Ambiente, S.A.-23.8%5.0%