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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.050 | 18.410 | 9.360 |
Stocks | 55.400 | 55.480 | 0.080 |
Bonds | 29.670 | 35.670 | 6.000 |
Convertible | 0.350 | 0.350 | 0.000 |
Other | 5.530 | 5.540 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.377 | 16.474 |
Price to Book | 2.599 | 2.379 |
Price to Sales | 2.443 | 1.763 |
Price to Cash Flow | 13.594 | 10.280 |
Dividend Yield | 1.155 | 2.467 |
5 Years Earnings Growth | 9.868 | 12.386 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.850 | 19.865 |
Financial Services | 21.950 | 15.096 |
Industrials | 14.360 | 12.222 |
Consumer Cyclical | 6.600 | 12.028 |
Communication Services | 5.810 | 7.197 |
Healthcare | 5.270 | 12.471 |
Utilities | 4.890 | 3.352 |
Basic Materials | 3.820 | 7.048 |
Consumer Defensive | 3.310 | 7.689 |
Energy | 1.450 | 4.548 |
Real Estate | 0.690 | 2.720 |
Number of long holdings: 23
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 9.91 | 457.47 | +0.72% | |
Lyxor UCITS Nasdaq-100 D-EUR | LU1829221024 | 7.83 | 72.47 | +0.15% | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 7.46 | 608.25 | +0.29% | |
Tikehau 2027 F Acc EUR | FR0013505484 | 7.24 | - | - | |
Lyxor World Water (DR) UCITS Acc | FR0014002CH1 | 5.78 | 6.60 | +0.46% | |
R-co Target 2028 IG P EUR | FR001400BU98 | 5.77 | - | - | |
H2O Multibonds FCP IEUR C | FR0010930438 | 5.41 | 298,356 | -0.02% | |
Carmignac Pf EM Debt F EUR Acc | LU2277146382 | 5.08 | - | - | |
Echiquier Artificial Intelligence K EUR | LU1819479939 | 4.88 | 196.440 | -0.14% | |
Pareto Nordic Cross Credit A EUR | LU2023199552 | 4.78 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FR0007075585 | 6.74M | 7.09 | -0.35 | 3.38 | ||
FR0013241858 | 3.89M | 2.91 | -1.66 | - |
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