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

-11.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

30.2%

Net Return Last 3 Years

Russell 3000

Financials data per

-14.3%

Net Return YTD

Loading…

Data source: Globalance

-14.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

35.2%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-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
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%
Russell 3000
 
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

MSCI World
 
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%
Russell 3000
 
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%