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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.870 | 10.870 | 0.000 |
Stocks | 45.210 | 45.210 | 0.000 |
Bonds | 33.730 | 33.730 | 0.000 |
Convertible | 2.040 | 2.040 | 0.000 |
Preferred | 1.130 | 1.130 | 0.000 |
Other | 7.030 | 7.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.410 | 17.591 |
Price to Book | 4.327 | 2.914 |
Price to Sales | 3.159 | 2.046 |
Price to Cash Flow | 16.698 | 12.136 |
Dividend Yield | 1.780 | 2.448 |
5 Years Earnings Growth | 9.547 | 11.319 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.620 | 17.219 |
Financial Services | 21.070 | 17.064 |
Healthcare | 18.290 | 19.866 |
Consumer Defensive | 13.750 | 10.998 |
Industrials | 9.760 | 10.835 |
Consumer Cyclical | 9.700 | 8.585 |
Communication Services | 4.800 | 5.000 |
Basic Materials | 0.010 | 5.316 |
Number of long holdings: 123
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco Physical Gold ETC | IE00B579F325 | 7.03 | 254.59 | +0.52% | |
Berkshire Hathaway B | US0846707026 | 1.95 | 485.33 | +1.41% | |
European Union 0 02-Jun-2028 | EU000A287074 | 1.72 | 92.380 | 0.00% | |
Roche Holding Participation | CH0012032048 | 1.65 | 252.50 | +0.44% | |
Netherlands Tf 0,75% Lg28 Eur | NL0012818504 | 1.65 | 95.24 | 0.00% | |
Alphabet A | US02079K3059 | 1.62 | 169.30 | +0.10% | |
United States Treasury Notes 4.625% | - | 1.57 | - | - | |
Danaher | US2358511028 | 1.48 | 239.56 | +1.26% | |
J&J | US4781601046 | 1.32 | 155.51 | +0.64% | |
Deutsche Boerse | DE0005810055 | 1.29 | 218.700 | +1.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FlossbachStorch MultiAssetBal CHFRT | 1.86B | 6.66 | 0.11 | - |
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