Globalance World

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

17.4%

Return YTD

2.5°C

Warming Potential

64

Total Footprint

90%

Megatrend Exposure

22.5%

Return YTD

SMI

Financials data per

17.4%

Return YTD

+17.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

49.1%

Last 3 Years Return

Nasdaq Composite

Financials data per

22.5%

Return YTD

+22.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

117%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • SMI
  • Nasdaq Composite

Top 5 Assets

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

SMI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Compagnie Financiere Richemont SA+69.1%5.1%
Partners Group Holding AG+49.8%3.0%
Sika AG+48.8%3.6%
ABB Ltd.+30.7%4.0%
Lonza Group AG+30.4%4.2%
Nasdaq Composite
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Moderna, Inc.+215.5%0.6%
NVIDIA Corporation+141.4%4.9%
Intuit Inc.+76.2%1.1%
Advanced Micro Devices, Inc.+68.8%1.1%
Applied Materials, Inc.+67.1%0.9%

Bottom 5 Assets

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

SMI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Credit Suisse Group AG-21.2%2.0%
Logitech International S.A.-8.0%1.0%
Novartis AG-7.1%14.6%
Holcim Ltd-0.7%2.1%
Zurich Insurance Group Ltd+7.8%4.9%
Nasdaq Composite
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Peloton Interactive, Inc. Class A-69.4%0.1%
Pinduoduo, Inc. Sponsored ADR Class A-61.5%0.2%
Zoom Video Communications, Inc. Class A-34.7%0.4%
Activision Blizzard, Inc.-34.2%0.3%
Splunk Inc.-26.5%0.2%