Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 14.210 | 24.280 | 10.070 |
Stocks | 21.580 | 21.580 | 0.000 |
Bonds | 31.880 | 35.310 | 3.430 |
Other | 32.330 | 32.360 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.501 | 15.091 |
Price to Book | 1.840 | 2.127 |
Price to Sales | 1.736 | 1.434 |
Price to Cash Flow | 10.076 | 9.007 |
Dividend Yield | 3.155 | 3.004 |
5 Years Earnings Growth | 9.886 | 10.655 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.800 | 16.614 |
Financial Services | 18.250 | 16.744 |
Industrials | 14.810 | 14.361 |
Real Estate | 11.520 | 2.744 |
Consumer Cyclical | 10.180 | 11.410 |
Healthcare | 7.840 | 12.667 |
Basic Materials | 4.650 | 6.285 |
Consumer Defensive | 4.470 | 8.042 |
Communication Services | 4.050 | 6.247 |
Energy | 3.750 | 4.957 |
Utilities | 1.690 | 4.631 |
Number of long holdings: 21
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tailor Crédit Short Duration I | FR0013287646 | 19.05 | - | - | |
Tailor Crédit Rendement Cible I | FR0011819036 | 18.11 | - | - | |
BNP Paribas Easy JPM ESG EMU Government Bond IG 3- | LU2244387457 | 13.56 | 9.27 | +0.18% | |
Union + IC | FR0000009987 | 8.79 | - | - | |
Tailor Credit 2028 I | FR001400BW13 | 6.19 | - | - | |
Amundi S&P 500 ESG ETF Acc EUR | IE000KXCEXR3 | 5.67 | - | - | |
CM-AM Dollar Cash IC | FR0000984254 | 4.86 | - | - | |
Tailor Actions Avenir ISR I | FR0013342060 | 4.80 | - | - | |
Xtrackers S&P 500 Equal Weight ESG UCITS 1C | IE0004MFRED4 | 4.50 | 41.01 | +0.31% | |
UBS ETF - EURO STOXX 50 ESG UCITS ETF A EUR Dis | LU1971906802 | 4.05 | 18.08 | +0.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Epargne Patrimoine C | 84.69M | 2.12 | 0.82 | 1.36 | ||
Epargne Patrimoine I | 84.69M | 2.36 | 1.49 | 1.95 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review