Compare Portfolios
vs
4.0°C
Warming Potential
58
Total Footprint
57%
Megatrend Exposure
-10.8%
Net Return YTD
3.0°C
Warming Potential
58
Total Footprint
69%
Megatrend Exposure
-17.2%
Net Return YTD
DAX
Financials data per-10.8%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
18.6%
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
- DAX
- 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 |
|---|---|---|---|
| Bayer AG | +41.4% | 5.0% | |
| RWE AG | +23.8% | 2.2% | |
| Deutsche Telekom AG | +17.4% | 4.8% | |
| Deutsche Boerse AG | +12.8% | 2.4% | |
| Mercedes-Benz Group AG | +2.9% | 4.2% |
| 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 |
|---|---|---|---|
| Delivery Hero SE | -69.7% | 0.7% | |
| Zalando SE | -49.8% | 0.9% | |
| HelloFresh SE | -48.9% | 0.6% | |
| Sartorius AG Pref | -42.1% | 0.8% | |
| PUMA SE | -40.8% | 0.6% |
| 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% |