Globalance World

2.8°C

Warming Potential

60

Total Footprint

72%

Megatrend Exposure

-1.9%

Net Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-4.5%

Net Return YTD

Nikkei 225

Financials data per

-1.9%

Net Return YTD

-1.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

36.7%

Net Return Last 3 Years

Russell 3000

Financials data per

-4.5%

Net Return YTD

-4.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

77.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5.0%-4.0%-3.0%-2.0%-1.0%0.0%+1.0%+2.0%
  • Nikkei 225
  • Russell 3000

Top 5 Assets

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

Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
T&D Holdings, Inc.+19.8%0.0%
Mitsubishi Heavy Industries, Ltd.+19.2%0.0%
JFE Holdings, Inc.+17.0%0.0%
NIPPON STEEL CORP.+16.6%0.0%
Sumitomo Metal Mining Co., Ltd.+16.5%0.3%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zynga Inc. Class A+40.0%0.0%
Discovery, Inc. Class A+32.5%0.0%
Helmerich & Payne, Inc.+28.3%0.0%
Schlumberger NV+26.2%0.1%
Halliburton Company+25.7%0.0%

Bottom 5 Assets

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

Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
M3, Inc.-19.3%1.8%
Keyence Corporation-14.0%0.8%
Recruit Holdings Co., Ltd.-13.2%2.8%
Olympus Corp.-12.9%1.2%
Kikkoman Corporation-11.7%1.1%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Pacific Biosciences of California, Inc.-39.2%0.0%
Celsius Holdings, Inc.-33.8%0.0%
Oak Street Health, Inc.-33.6%0.0%
Carvana Co. Class A-32.5%0.1%
Calix, Inc.-31.6%0.0%