Compare Portfolios
vs
2.8°C
Warming Potential
59
Total Footprint
62%
Megatrend Exposure
-11.2%
Net Return YTD
2.8°C
Warming Potential
58
Total Footprint
65%
Megatrend Exposure
-14.3%
Net Return YTD
MSCI World
Financials data per-11.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
30.2%
Net Return Last 3 Years
Russell 3000
Financials data per-14.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
35.2%
Net Return Last 3 Years
Investment Performance
- MSCI World
- Russell 3000
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 |
|---|---|---|---|
| Rheinmetall AG | +139.9% | 0.0% | |
| Occidental Petroleum Corporation | +136.6% | 0.1% | |
| Tourmaline Oil Corp. | +112.9% | 0.0% | |
| Texas Pacific Land Corporation | +110.6% | 0.0% | |
| Mitsubishi Heavy Industries, Ltd. | +99.4% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Target Hospitality Corp. | +319.7% | 0.0% | |
| CONSOL Energy Inc | +240.6% | 0.0% | |
| TransMedics Group, Inc. | +235.5% | 0.0% | |
| Peabody Energy Corporation | +213.7% | 0.0% | |
| Tidewater Inc | +202.3% | 0.0% |
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 |
|---|---|---|---|
| Uniper SE | -91.5% | 0.0% | |
| Affirm Holdings, Inc. Class A | -85.5% | 0.0% | |
| AppLovin Corp. Class A | -84.9% | 0.0% | |
| Twilio, Inc. Class A | -81.5% | 0.0% | |
| Coinbase Global, Inc. Class A | -81.1% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Tricida Inc | -97.4% | 0.0% | |
| Carvana Co. Class A | -96.5% | 0.0% | |
| TuSimple Holdings, Inc. Class A | -93.8% | 0.0% | |
| Volta, Inc. Class A | -93.0% | 0.0% | |
| Kodiak Sciences, Inc. | -91.2% | 0.0% |