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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 21.700 | 36.280 | 14.580 |
Stocks | 28.460 | 28.460 | 0.000 |
Bonds | 49.700 | 50.370 | 0.670 |
Convertible | 0.080 | 0.080 | 0.000 |
Other | 0.040 | 0.050 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.355 | 16.506 |
Price to Book | 2.220 | 2.426 |
Price to Sales | 1.870 | 1.735 |
Price to Cash Flow | 11.224 | 10.753 |
Dividend Yield | 2.471 | 2.520 |
5 Years Earnings Growth | 11.549 | 10.756 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.510 | 17.876 |
Technology | 18.050 | 17.211 |
Industrials | 14.050 | 17.763 |
Healthcare | 11.380 | 11.852 |
Consumer Cyclical | 10.880 | 9.164 |
Communication Services | 7.870 | 6.816 |
Consumer Defensive | 5.820 | 8.194 |
Basic Materials | 5.480 | 4.866 |
Real Estate | 5.310 | 5.550 |
Utilities | 1.650 | 1.896 |
Energy | 0.010 | 1.188 |
Number of long holdings: 21
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Danske Invest Sverige Kort Ränta SA | LU1349496940 | 18.49 | - | - | |
Amundi IS Global AGG SRI I13HSK C | LU2562901038 | 9.94 | - | - | |
AMF Räntefond Mix | SE0004324424 | 9.86 | 111.650 | -0.19% | |
Captor Aster Global Credit Short-Term A | SE0017832314 | 5.45 | - | - | |
Captor Aster Global Credit A | SE0015243878 | 5.31 | - | - | |
Swedbank Robur Access USA | SE0007074083 | 4.11 | 677.890 | -0.10% | |
SPP Aktiefond USA | SE0000594111 | 4.02 | 571.173 | -0.28% | |
Amundi IS MSCI USA SRI PAB I13 C | LU2059754973 | 3.85 | - | - | |
Avanza Sverige | SE0014956850 | 3.44 | - | - | |
SPP Global Företagsobligationsfond A | SE0010831578 | 2.60 | 101.245 | -0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Avanza Zero | 50.43B | 9.10 | 8.09 | 9.92 | ||
SE0011527613 | 28.62B | 14.15 | 15.19 | - | ||
Avanza 75 | 17.06B | 8.47 | 6.94 | 9.25 | ||
SE0009779705 | 6B | 10.79 | 8.55 | - | ||
SE0009779697 | 4.35B | 8.93 | 7.58 | - |
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