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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 14.040 | 16.360 | 2.320 |
Stocks | 65.820 | 65.820 | 0.000 |
Bonds | 19.670 | 23.070 | 3.400 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.390 | 0.450 | 0.060 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.925 | 14.048 |
Price to Book | 2.610 | 1.938 |
Price to Sales | 1.642 | 1.457 |
Price to Cash Flow | 10.255 | 8.814 |
Dividend Yield | 2.540 | 3.331 |
5 Years Earnings Growth | 9.691 | 11.909 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.630 | 17.243 |
Financial Services | 17.950 | 17.596 |
Consumer Defensive | 17.010 | 7.185 |
Industrials | 11.350 | 11.801 |
Consumer Cyclical | 10.090 | 14.413 |
Healthcare | 9.060 | 11.643 |
Basic Materials | 4.090 | 8.675 |
Communication Services | 2.900 | 7.911 |
Real Estate | 1.530 | 3.213 |
Energy | 1.270 | 9.629 |
Utilities | 1.120 | 5.826 |
Number of long holdings: 62
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI World UCITS Dist | IE00B0M62Q58 | 13.12 | 5,807.0 | -0.34% | |
Oddo Credit Opportunities CI-EUR | FR0011630607 | 3.94 | - | - | |
iShares MDAX UCITS DE | DE0005933923 | 3.48 | 223.90 | -0.36% | |
Atlas Copco Ab | SE0006886768 | 2.61 | - | - | |
Berkshire Hathaway Inc B | - | 2.22 | - | - | |
Henkel VZO | DE0006048432 | 2.16 | 83.54 | -0.02% | |
Fraport AG 5.25% | XS0447977801 | 2.13 | - | - | |
iShares NASDAQ-100 UCITS | DE000A0F5UF5 | 2.04 | 168.68 | -0.35% | |
Microsoft Corp | - | 2.04 | - | - | |
Roche Holding Participation | CH0012032048 | 2.04 | 230.40 | -0.73% |
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