Compare Portfolios
vs
2.0°C
Warming Potential
67
Total Footprint
92%
Megatrend Exposure
–
Net Return YTD
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Globalance Sokrates Fund
–
Net Return YTD
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Data source: Globalance
Data source: FactSet
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Investment Performance
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Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Micron Technology, Inc. | +210.1% | 0.6% | |
| Palo Alto Networks, Inc. | +98.6% | 1.2% | |
| NetApp, Inc. | +87.9% | 0.7% | |
| ASML Holding NV | +54.2% | 0.6% | |
| VAT Group AG | +49.2% | 0.5% |
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Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Netflix, Inc. | -33.8% | 0.6% | |
| HSBC Hang Seng Tech UCITS ETF | -32.2% | 2.5% | |
| Royal Mint Responsibly Sourced Physical CHF Hedged Gold ETC Securities | -15.2% | 4.3% | |
| Alphabet Inc. Class A | -10.4% | 1.0% | |
| Broadcom Inc. | -5.2% | 1.0% |
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