Globalance World

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

14.8%

Return YTD

3.1°C

Warming Potential

59

Total Footprint

65%

Megatrend Exposure

21.9%

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

MSCI World

Financials data per

21.9%

Return YTD

+21.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

64.9%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • Dow Jones Indust A
  • MSCI World

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%
MSCI World
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
AMC Entertainment Holdings, Inc. Class A+1,675.0%0.0%
Nippon Yusen Kabushiki Kaisha+222.6%0.0%
Moderna, Inc.+215.5%0.1%
Devon Energy Corporation+177.2%0.0%
Cloudflare Inc Class A+163.4%0.1%

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%
MSCI World
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
TeamViewer AG-71.8%0.0%
Peloton Interactive, Inc. Class A-69.4%0.0%
Zillow Group, Inc. Class C-57.1%0.0%
Boston Beer Company, Inc. Class A-54.3%0.0%
Canopy Growth Corporation-52.7%0.0%