Compare Portfolios
vs
1.7°C
Warming Potential
59
Total Footprint
69%
Megatrend Exposure
1.6%
Net Return YTD
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
SPI
Financials data per1.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
8.6%
Net Return Last 3 Years
S&P 500
Financials data per5.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
33.4%
Net Return Last 3 Years
Investment Performance
- SPI
- S&P 500
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 |
|---|---|---|---|
| Newron Pharmaceuticals S.p.A. | +67.7% | 0.0% | |
| Lonza Group AG | +29.2% | 2.2% | |
| Cosmo Pharmaceuticals NV | +27.5% | 0.0% | |
| DocMorris Ltd | +25.0% | 0.1% | |
| Kudelski SA | +21.5% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| NVIDIA Corporation | +46.6% | 2.9% | |
| Eli Lilly and Company | +34.4% | 1.3% | |
| Meta Platforms Inc Class A | +33.7% | 1.9% | |
| Catalent Inc | +29.4% | 0.0% | |
| Ralph Lauren Corporation Class A | +25.4% | 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 |
|---|---|---|---|
| Meyer Burger Technology AG | -44.8% | 0.1% | |
| Idorsia Ltd. | -34.9% | 0.0% | |
| Temenos AG | -22.5% | 0.3% | |
| Gurit Holding AG | -18.8% | 0.0% | |
| Komax Holding AG | -17.8% | 0.1% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Archer-Daniels-Midland Company | -25.0% | 0.1% | |
| MarketAxess Holdings Inc. | -25.0% | 0.0% | |
| Charter Communications, Inc. Class A | -24.6% | 0.1% | |
| Boeing Company | -21.8% | 0.3% | |
| Carnival Corporation | -20.2% | 0.0% |