Compare Portfolios
vs
2.2°C
Warming Potential
60
Total Footprint
70%
Megatrend Exposure
15%
Net Return YTD
1.8°C
Warming Potential
61
Total Footprint
97%
Megatrend Exposure
-4.1%
Net Return YTD
Nikkei 225
Financials data per15%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
26.3%
Net Return Last 3 Years
Hang Seng Index
Financials data per-4.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-46.9%
Net Return Last 3 Years
Investment Performance
- Nikkei 225
- Hang Seng Index
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 |
|---|---|---|---|
| Fujikura Ltd | +60.0% | 0.1% | |
| SCREEN Holdings Co., Ltd | +57.4% | 0.3% | |
| Fuji Electric Co., Ltd. | +48.2% | 0.1% | |
| Advantest Corp. | +46.3% | 3.5% | |
| Tokyo Electron Ltd. | +40.0% | 6.3% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Netease Inc | +22.0% | 6.2% | |
| Trip.com Group Ltd. | +17.1% | 2.0% | |
| Haier Smart Home Co., Ltd. Class H | +9.5% | 3.1% | |
| Tencent Holdings Ltd. | -0.6% | 8.0% | |
| Alibaba Group Holding Limited | -3.4% | 8.0% |
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 |
|---|---|---|---|
| Aozora Bank, Ltd. | -34.0% | 0.0% | |
| Sumitomo Pharma Co.Ltd. | -22.3% | 0.1% | |
| Sharp Corporation | -20.0% | 0.1% | |
| Mercari, Inc. | -18.6% | 0.3% | |
| OMRON Corporation | -18.2% | 0.7% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| XPeng, Inc. Class A | -33.9% | 3.8% | |
| NIO Inc. Class A | -33.8% | 0.2% | |
| Ping An Healthcare and Technology Company Limited | -30.1% | 0.6% | |
| Sunny Optical Technology (Group) Co., Ltd. | -28.7% | 2.5% | |
| Kingdee International Software Group Co., Ltd. | -28.6% | 1.6% |