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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 15.470 | 21.200 | 5.730 |
Bonds | 72.760 | 73.470 | 0.710 |
Preferred | 0.210 | 0.230 | 0.020 |
Other | 12.110 | 13.420 | 1.310 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 8.996 | 10.199 |
Price to Book | 1.329 | 1.435 |
Price to Sales | 0.720 | 0.935 |
Price to Cash Flow | 4.206 | 5.104 |
Dividend Yield | 5.340 | 5.670 |
5 Years Earnings Growth | 16.003 | 14.629 |
Name | Net % | Category Average |
---|---|---|
Industrials | 16.710 | 16.583 |
Financial Services | 16.110 | 18.858 |
Utilities | 15.850 | 18.034 |
Consumer Cyclical | 12.460 | 15.361 |
Basic Materials | 9.430 | 13.527 |
Energy | 7.620 | 7.067 |
Technology | 5.870 | 1.038 |
Healthcare | 5.180 | 4.878 |
Consumer Defensive | 4.180 | 7.929 |
Real Estate | 3.880 | 1.614 |
Communication Services | 2.710 | 0.380 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
We Wagorot FIM C Priv IE | - | 22.99 | - | - | |
WE RFW FIM C Priv IE | - | 14.25 | - | - | |
Brazil 0 01-Sep-2025 | BRSTNCLF1RD2 | 10.07 | 15,020.918 | +0.04% | |
Brazil BRGOVT 0 01-MAR-2025 | BRSTNCLF1RC4 | 9.47 | 14,896.357 | +0.00% | |
WE Eq Total Return FIA IE | - | 8.02 | - | - | |
WE Crédito II FIM C Priv IE | - | 8.02 | - | - | |
Itau Custódia Cash FI RF C Priv | - | 5.56 | - | - | |
Tesouro Selic Vencimento em 01/03/2027 | BRSTNCLF1RG5 | 2.97 | 14,857.386 | +0.00% | |
Brazil 0 01-Mar-2028 | BRSTNCLF1RI1 | 2.97 | 14,951.358 | +0.04% | |
WE Vapor FIA IE | - | 2.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BRADESCO FUNDO DE INVESTIMENTO EMMB | 1.53B | 22.91 | 4.36 | - | ||
FI MULTIMERCADO PORTFOLIO VALOR REL | 719.63M | 1.47 | 8.60 | 10.05 | ||
BRADESCO FUNDO DE INVEST EM A smll | 580.8M | -12.59 | -10.36 | 8.16 | ||
BRAM FUNDO DE INVESTIMENTO EM ACOE1 | 557.7M | -7.07 | 0.75 | 9.74 | ||
FUNDOS DE INVESTIMENTO EM ACOES | 522.85M | -11.24 | -5.97 | 5.14 |
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