Compare Portfolios
vs
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
Portfolio Year to Date Return
Data source: FactSet
39.1%
Net Return Last 3 Years
Nikkei 225
Financials data per-6.2%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
27.7%
Net Return Last 3 Years
Investment Performance
- MSCI World
- Nikkei 225
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 |
|---|---|---|---|
| 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
| 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 |
|---|---|---|---|
| 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% |