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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.410 | 2.240 | 1.830 |
Stocks | 70.160 | 71.700 | 1.540 |
Bonds | 24.940 | 24.940 | 0.000 |
Convertible | 0.160 | 0.160 | 0.000 |
Other | 4.330 | 4.330 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.822 | 15.016 |
Price to Book | 1.259 | 2.057 |
Price to Sales | 0.846 | 1.387 |
Price to Cash Flow | 5.987 | 8.577 |
Dividend Yield | 5.961 | 2.944 |
5 Years Earnings Growth | 8.685 | 10.623 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.270 | 16.742 |
Industrials | 12.840 | 14.427 |
Utilities | 9.860 | 4.381 |
Technology | 9.300 | 15.376 |
Consumer Cyclical | 9.230 | 12.611 |
Real Estate | 7.490 | 2.582 |
Basic Materials | 7.040 | 6.439 |
Consumer Defensive | 6.750 | 8.487 |
Energy | 6.460 | 4.905 |
Healthcare | 4.530 | 11.919 |
Communication Services | 4.240 | 5.905 |
Number of long holdings: 21
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares EURO STOXX Select Dividend 30 UCITS | DE0002635281 | 18.54 | 17.01 | +0.15% | |
iShares Emerging Markets Dividend UCITS | IE00B652H904 | 11.12 | 16.27 | +1.28% | |
db x-trackers II iBoxx Sovereigns Eurozone 1-3 UCI | LU0614173549 | 9.93 | 154.24 | -0.02% | |
SSgA SPDR S&P US Dividend Aristocrats | IE00B6YX5D40 | 9.34 | 57.59 | +0.21% | |
iShares Core Euro Corporate Bond UCITS | IE00B3F81R35 | 8.11 | 118.69 | -0.13% | |
HSBC EURO STOXX 50 UCITS | IE00B4K6B022 | 6.90 | 4,641.5 | -0.55% | |
HSBC S&P 500 UCITS | IE00B5KQNG97 | 5.28 | 4,246.0 | +0.55% | |
iShares MSCI Emerging Markets UCITS Dist | IE00B0M63177 | 5.07 | 3,394.0 | +0.36% | |
iShares UK Dividend UCITS | IE00B0M63060 | 4.46 | 770.30 | +0.80% | |
Dws Deutsche Gbl L | IE00BZ3FDF20 | 4.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1663838545 | 14.29B | 3.12 | 3.14 | - | ||
LU1747711387 | 2.71B | 4.91 | 4.43 | - | ||
LU1616932866 | 2.71B | 5.26 | 5.54 | - | ||
LU1560646298 | 2.28B | -0.57 | -0.37 | - | ||
LU1217772315 | 2.28B | -0.28 | 0.60 | - |
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