Compare Portfolios
vs
1.6°C
Warming Potential
69
Total Footprint
98%
Megatrend Exposure
-2.5%
Net Return YTD
2.4°C
Warming Potential
64
Total Footprint
73%
Megatrend Exposure
28.1%
Net Return YTD
Bertrand Piccard
Financials data per-2.5%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
CHF 82,473
Portfolio Value (Ref. curr.)
-21.5%
Net Return Last Year
10.7%
Net Return Last Month
-17.4%
Net Return Since Inception
Nikkei 225
Financials data per28.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
24.8%
Net Return Last 3 Years
Investment Performance
- Bertrand Piccard
- Nikkei 225
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 | |
|---|---|---|---|
| Stride, Inc. | +88.3% | 5.9% | |
| Accenture Plc Class A | +25.1% | 5.0% | |
| Autodesk, Inc. | +19.2% | 4.7% | |
| DoubleVerify Holdings, Inc. | +15.5% | 5.2% | |
| Redcare Pharmacy N.V. | +11.3% | 5.2% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Kobe Steel, Ltd. | +180.6% | 0.0% | |
| SCREEN Holdings Co., Ltd | +160.9% | 0.3% | |
| Advantest Corp. | +122.4% | 3.5% | |
| Renesas Electronics Corporation | +120.0% | 0.2% | |
| Kawasaki Kisen Kaisha, Ltd. | +100.5% | 0.2% |
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 | |
|---|---|---|---|
| Omnicell, Inc. | -33.0% | 3.5% | |
| Incyte Corporation | -28.3% | 4.3% | |
| Etsy, Inc. | -19.1% | 5.5% | |
| Illumina, Inc. | -16.9% | 3.7% | |
| Leroy Seafood Group ASA | -16.4% | 4.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Sumitomo Pharma Co.Ltd. | -52.5% | 0.1% | |
| Shiseido Company,Limited | -38.2% | 0.5% | |
| Pacific Metals Co., Ltd. | -34.7% | 0.0% | |
| M3, Inc. | -31.1% | 0.6% | |
| Yamaha Corporation | -28.2% | 0.4% |