Globalance World

3.1°C

Warming Potential

59

Total Footprint

65%

Megatrend Exposure

-13.9%

Net Return YTD

2.8°C

Warming Potential

60

Total Footprint

72%

Megatrend Exposure

-6.2%

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

Nikkei 225

Financials data per

-6.2%

Net Return YTD

-6.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27.7%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • MSCI World
  • Nikkei 225

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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Mitsubishi Heavy Industries, Ltd.+84.1%0.0%
JGC Holdings Corporation+77.7%0.1%
KONAMI HOLDINGS CORP+60.5%0.8%
IHI Corporation+53.1%0.0%
Kawasaki Kisen Kaisha, Ltd.+52.0%0.1%

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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
OMRON Corporation-34.6%1.3%
Rakuten Group, Inc.-34.0%0.2%
Z Holdings Corporation-33.2%0.0%
Keyence Corporation-31.4%0.8%
M3, Inc.-30.8%1.8%