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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 36.160 | 53.210 | 17.050 |
Stocks | 21.310 | 22.260 | 0.950 |
Bonds | 23.470 | 23.470 | 0.000 |
Convertible | 0.430 | 0.430 | 0.000 |
Other | 18.640 | 18.650 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.008 | 15.200 |
Price to Book | 5.582 | 2.146 |
Price to Sales | 3.581 | 1.503 |
Price to Cash Flow | 16.894 | 8.971 |
Dividend Yield | 1.310 | 2.843 |
5 Years Earnings Growth | 13.862 | 10.977 |
Name | Net % | Category Average |
---|---|---|
Industrials | 26.370 | 15.534 |
Technology | 18.480 | 17.276 |
Financial Services | 11.580 | 15.585 |
Consumer Cyclical | 10.440 | 11.864 |
Communication Services | 10.080 | 6.396 |
Healthcare | 7.530 | 12.042 |
Consumer Defensive | 6.700 | 7.490 |
Basic Materials | 3.250 | 7.466 |
Energy | 2.680 | 4.592 |
Utilities | 2.590 | 3.920 |
Real Estate | 0.290 | 3.665 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
amandea – ALTRUID HYBRID B | LU0466453320 | 18.89 | 139.150 | +0.15% | |
Nordea 1 - Norwegian Shrt-Term Bd BP NOK | LU0078812822 | 16.94 | - | - | |
Amundi Funds - Volatility World A USD (C) | LU0319687124 | 13.83 | 108.280 | -0.06% | |
Schroder GAIA Egerton Equity C Distribution EUR | LU0489812916 | 12.42 | 302.800 | +0.46% | |
DWS Euro Reserve | LU0011254512 | 10.37 | 139.430 | +0.01% | |
db x-trackers II EONIA UCITS 1C | LU0290358497 | 6.23 | 144.50 | +0.02% | |
DWS ESG Euro Money Market Fund | LU0225880524 | 4.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Plutos T VEST | 31.47M | 10.94 | 2.03 | 2.88 | ||
IAM Intl Asset Management Fund Atte | 27.27M | 2.29 | -1.40 | 3.48 | ||
IAM intl Asset Mgmt Stabilitats Prt | 10.45M | 0.36 | -1.25 | 1.67 |
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