Compare Portfolios
vs
2.4°C
Warming Potential
59
Total Footprint
53%
Megatrend Exposure
-6.3%
Net Return YTD
2.8°C
Warming Potential
58
Total Footprint
65%
Megatrend Exposure
-14.3%
Net Return YTD
STOXX Europe 600
Financials data per-6.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
20.2%
Net Return Last 3 Years
Russell 3000
Financials data per-14.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
35.2%
Net Return Last 3 Years
Investment Performance
- STOXX Europe 600
- Russell 3000
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 |
|---|---|---|---|
| Rheinmetall AG | +139.9% | 0.1% | |
| OCI NV | +91.9% | 0.1% | |
| Tenaris S.A. | +79.0% | 0.1% | |
| AIXTRON SE | +75.8% | 0.0% | |
| Saab AB Class B | +73.8% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Target Hospitality Corp. | +319.7% | 0.0% | |
| CONSOL Energy Inc | +240.6% | 0.0% | |
| TransMedics Group, Inc. | +235.5% | 0.0% | |
| Peabody Energy Corporation | +213.7% | 0.0% | |
| Tidewater Inc | +202.3% | 0.0% |
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 |
|---|---|---|---|
| Samhallsbyggnadsbolaget I Norden AB Class B | -70.1% | 0.0% | |
| KION GROUP AG | -68.1% | 0.0% | |
| Credit Suisse Group AG | -63.7% | 0.1% | |
| Vitrolife AB | -63.7% | 0.0% | |
| HelloFresh SE | -62.3% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Tricida Inc | -97.4% | 0.0% | |
| Carvana Co. Class A | -96.5% | 0.0% | |
| TuSimple Holdings, Inc. Class A | -93.8% | 0.0% | |
| Volta, Inc. Class A | -93.0% | 0.0% | |
| Kodiak Sciences, Inc. | -91.2% | 0.0% |