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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 25.660 | 29.200 | 3.540 |
Stocks | 39.080 | 39.110 | 0.030 |
Bonds | 35.150 | 35.150 | 0.000 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.662 | 16.474 |
Price to Book | 2.251 | 2.379 |
Price to Sales | 1.282 | 1.763 |
Price to Cash Flow | 8.269 | 10.280 |
Dividend Yield | 3.839 | 2.467 |
5 Years Earnings Growth | 16.901 | 12.386 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 26.160 | 7.197 |
Consumer Cyclical | 16.930 | 12.028 |
Healthcare | 14.780 | 12.471 |
Industrials | 13.650 | 12.222 |
Financial Services | 9.780 | 15.096 |
Basic Materials | 5.480 | 7.048 |
Energy | 4.690 | 4.548 |
Real Estate | 4.410 | 2.720 |
Consumer Defensive | 3.240 | 7.689 |
Technology | 0.870 | 19.865 |
Utilities | 0.030 | 3.352 |
Number of long holdings: 85
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 5.62 | 163.95 | +0.75% | |
United States Treasury Bonds 3.38% | - | 3.87 | - | - | |
Meta Platforms | US30303M1027 | 2.84 | 567.36 | -0.08% | |
Alexandria Real Estate Equities, Inc. 3.38% | - | 2.48 | - | - | |
Amundi Index Solutions - Amundi Prime Euro Corpora | LU2089238625 | 2.35 | 19.37 | +0.16% | |
iShares € Ultrashort Bond UCITS EUR (Acc) | IE000RHYOR04 | 2.29 | 5.34 | 0.00% | |
Nestle SA 0.75% | CH0419042509 | 2.24 | - | - | |
Anglo American Capital PLC 4.5% | XS2598746290 | 2.23 | - | - | |
Porsche Automobil Holding SE 4.25% | XS2643320109 | 2.20 | - | - | |
EDP-Energias de Portugal SA 3.88% | PTEDPUOM0008 | 2.20 | - | - |
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