Compare Portfolios
vs
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
Portfolio Year to Date Return
Data source: FactSet
39.1%
Net Return Last 3 Years
Russell 3000
Financials data per-17.2%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
45%
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 |
|---|---|---|---|
| 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% |
| Â | 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
| Â | 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% |
| Â | 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% |