Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 13.800 | 15.330 | 1.530 |
Stocks | 63.550 | 63.590 | 0.040 |
Bonds | 15.610 | 16.240 | 0.630 |
Convertible | 0.230 | 0.230 | 0.000 |
Other | 6.820 | 6.830 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.008 | 16.648 |
Price to Book | 2.425 | 2.420 |
Price to Sales | 1.722 | 1.719 |
Price to Cash Flow | 10.834 | 10.140 |
Dividend Yield | 2.323 | 2.471 |
5 Years Earnings Growth | 10.920 | 10.874 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.570 | 19.745 |
Healthcare | 16.970 | 12.874 |
Financial Services | 14.810 | 15.128 |
Industrials | 11.070 | 12.217 |
Consumer Cyclical | 9.820 | 11.016 |
Consumer Defensive | 5.840 | 7.880 |
Communication Services | 5.190 | 6.704 |
Basic Materials | 3.030 | 5.258 |
Utilities | 2.490 | 3.377 |
Real Estate | 2.070 | 3.728 |
Energy | 1.130 | 4.264 |
Number of long holdings: 30
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares S&P 500 ESG UCITS USD (Acc) | IE000R9FA4A0 | 10.35 | 6.58 | 0.00% | |
Deka MSCI USA Climate Change ESG | DE000ETFL573 | 9.71 | 45.07 | +0.32% | |
Deka MSCI Europe Climate Change ESG | DE000ETFL565 | 7.43 | 16.52 | +0.30% | |
iShares Edge MSCI Europe Minimum Volatility ESG UC | IE00BKVL7D31 | 5.90 | 7.45 | +0.34% | |
Amundi Physical Gold C | FR0013416716 | 5.18 | 86.84 | +0.47% | |
iShares EUR Corp Bond SRI UCITS | IE00BYZTVT56 | 5.12 | 4.70 | +0.25% | |
Deka MSCI EUR Corporates Climate Change ESG UCITS | DE000ETFL599 | 5.10 | 87.89 | +0.31% | |
Deka MSCI Japan Climate Change ESG UCITS | DE000ETFL318 | 3.77 | 8.90 | 0.00% | |
JPM Emerging Markets Sus Eq I Acc EUR | LU2051469620 | 3.66 | - | - | |
Fidelity Sustainable Asia Eq R-Acc-EUR | LU2608816398 | 3.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LBBW Balance CR 20 | 1.2B | 1.20 | -0.19 | 1.47 | ||
IFM AktienfondsSelect | 144.76M | 9.40 | 1.59 | 6.30 | ||
Haspa PB Strategie Rendite | 56.07M | 0.68 | -1.47 | 0.36 |
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