Globalance World

3.1°C

Warming Potential

59

Total Footprint

65%

Megatrend Exposure

-13.9%

Net Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-17.2%

Net Return YTD

MSCI World

Financials data per

-13.9%

Net Return YTD

-13.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

39.1%

Net Return Last 3 Years

Russell 3000

Financials data per

-17.2%

Net Return YTD

-17.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

45%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • MSCI World
  • Russell 3000

Top 5 Assets

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

MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+126.1%0.0%
Mitsubishi Heavy Industries, Ltd.+84.1%0.0%
Cenovus Energy Inc.+77.0%0.0%
Coterra Energy Inc.+76.5%0.0%
Tenaris S.A.+69.5%0.0%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+126.1%0.1%
Antero Resources Corporation+125.0%0.0%
EQT Corporation+105.1%0.0%
Helmerich & Payne, Inc.+105.0%0.0%
Coterra Energy Inc.+76.5%0.0%

Bottom 5 Assets

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

MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-87.0%0.0%
Wayfair, Inc. Class A-73.6%0.0%
Shopify, Inc. Class A-73.2%0.3%
Unity Software, Inc.-71.3%0.0%
Delivery Hero SE-69.7%0.0%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Kodiak Sciences, Inc.-91.9%0.0%
Vroom, Inc.-87.1%0.0%
Carvana Co. Class A-87.0%0.1%
fuboTV Inc.-79.2%0.0%
Skillz Inc. Class A-76.6%0.0%