Compare Portfolios
vs
1.7°C
Warming Potential
59
Total Footprint
69%
Megatrend Exposure
1.6%
Net Return YTD
2.5°C
Warming Potential
62
Total Footprint
70%
Megatrend Exposure
2.5%
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
Dow Jones Indust A
Financials data per2.5%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
22.5%
Net Return Last 3 Years
Investment Performance
- SPI
- Dow Jones Indust A
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 |
|---|---|---|---|
| Super Micro Computer, Inc. | +182.6% | 0.0% | |
| Kinsale Capital Group, Inc. | +50.8% | 0.0% | |
| AppLovin Corp. Class A | +50.2% | 0.0% | |
| NVIDIA Corporation | +46.6% | 2.6% | |
| Palantir Technologies Inc. Class A | +42.3% | 0.1% |
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 |
|---|---|---|---|
| New York Community Bancorp Inc | -51.6% | 0.0% | |
| agilon health inc | -43.3% | 0.0% | |
| QuidelOrtho Corporation | -43.3% | 0.0% | |
| Wolfspeed Inc | -38.2% | 0.0% | |
| Avis Budget Group, Inc. | -36.7% | 0.0% |