Globalance World

3.2°C

Warming Potential

58

Total Footprint

64%

Megatrend Exposure

20.6%

Return YTD

2.8°C

Warming Potential

62

Total Footprint

83%

Megatrend Exposure

17.1%

Return YTD

MSCI World

Financials data per

20.6%

Return YTD

+20.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

62.3%

Last 3 Years Return

Nasdaq Composite

Financials data per

17.1%

Return YTD

+17.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

102%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • MSCI World
  • Nasdaq Composite

Top 5 Assets

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

MSCI World
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Moderna, Inc.+225.0%0.1%
Devon Energy Corporation+158.3%0.0%
Cloudflare Inc Class A+139.5%0.0%
Vivendi SE+126.8%0.1%
Fortinet, Inc.+125.1%0.1%
Nasdaq Composite
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Avis Budget Group, Inc.+349.1%0.0%
Moderna, Inc.+225.0%0.3%
Oasis Petroleum Inc+210.6%0.0%
Sprout Social Inc Class A+176.5%0.0%
Perficient, Inc.+156.5%0.0%

Bottom 5 Assets

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

MSCI World
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
TeamViewer AG-68.2%0.0%
Sarepta Therapeutics, Inc.-52.5%0.0%
Sands China Ltd.-48.4%0.0%
NIPPON PAINT HOLDINGS CO.LTD.-46.8%0.0%
Galapagos NV-45.2%0.0%
Nasdaq Composite
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Immunovant Inc-81.7%0.0%
Adverum Biotechnologies Inc-81.5%0.0%
Seres Therapeutics Inc-75.1%0.0%
Black Diamond Therapeutics, Inc.-74.6%0.0%
Nkarta, Inc.-72.2%0.0%