Compare Portfolios
vs
4.6°C
Warming Potential
42
Total Footprint
42%
Megatrend Exposure
-3.7%
Net Return YTD
1.8°C
Warming Potential
67
Total Footprint
88%
Megatrend Exposure
5.1%
Net Return YTD
Shanghai Composite Index
Financials data per-3.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-21.6%
Net Return Last 3 Years
Nasdaq Composite
Financials data per5.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
12.3%
Net Return Last 3 Years
Investment Performance
- Shanghai Composite Index
- Nasdaq Composite
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 |
|---|---|---|---|
| China Coal Energy Co. Ltd. Class A | +23.2% | 0.4% | |
| China Shenhua Energy Co. Ltd. Class A | +21.4% | 1.3% | |
| PetroChina Company Limited Class A | +17.3% | 2.8% | |
| Shaanxi Coal Industry Co., Ltd. Class A | +15.8% | 0.8% | |
| China CITIC Bank Corporation Ltd Class A | +15.3% | 0.6% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| NVIDIA Corporation | +46.6% | 4.2% | |
| Meta Platforms Inc Class A | +33.7% | 3.8% | |
| CrowdStrike Holdings, Inc. Class A | +29.0% | 0.4% | |
| Palo Alto Networks, Inc. | +24.3% | 0.7% | |
| Trade Desk, Inc. Class A | +23.6% | 0.3% |
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 |
|---|---|---|---|
| Yonyou Network Technology Co. Ltd. Class A | -36.0% | 0.4% | |
| Ningbo Tuopu Group Co., Ltd. Class A | -28.8% | 0.4% | |
| WuXi AppTec Co., Ltd. Class A | -27.0% | 0.5% | |
| Hundsun Technologies Inc. Class A | -24.4% | 0.4% | |
| Shanghai Fudan Microelectronics Group Co., Ltd. Class A | -22.9% | 0.4% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Charter Communications, Inc. Class A | -24.6% | 0.6% | |
| Tesla, Inc. | -19.5% | 2.8% | |
| JD.com, Inc. Sponsored ADR Class A | -16.2% | 0.1% | |
| Biogen Inc. | -15.3% | 0.3% | |
| Walgreens Boots Alliance, Inc. | -14.9% | 0.2% |