Compare Portfolios
vs
2.6°C
Warming Potential
62
Total Footprint
63%
Megatrend Exposure
-1.4%
Net Return YTD
Select another portfolio to compare performance statistics.
DAX
Financials data per-1.4%
Net Return YTD
Loading…
Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
52.8%
Net Return Last 3 Years
Select another portfolio to compare performance statistics.
Investment Performance
- DAX
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Siemens Energy AG | +39.2% | 6.4% | |
| RWE AG | +28.4% | 2.1% | |
| Infineon Technologies AG | +22.9% | 3.1% | |
| Brenntag SE | +21.8% | 0.3% | |
| BASF SE | +20.2% | 2.4% |
Select another portfolio to compare performance statistics.
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| SAP SE | -27.2% | 10.7% | |
| Scout24 SE | -18.8% | 0.4% | |
| Beiersdorf AG | -18.5% | 0.5% | |
| Porsche Automobil Holding SE Pref | -17.7% | 0.3% | |
| adidas AG | -16.1% | 1.5% |
Select another portfolio to compare performance statistics.