Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 47.490 | 47.490 | 0.000 |
Bonds | 57.840 | 58.100 | 0.260 |
Convertible | 0.600 | 0.600 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.237 | 15.055 |
Price to Book | 3.025 | 2.128 |
Price to Sales | 2.527 | 1.556 |
Price to Cash Flow | 13.072 | 9.266 |
Dividend Yield | 2.101 | 2.962 |
5 Years Earnings Growth | 9.086 | 10.693 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.630 | 18.121 |
Financial Services | 13.950 | 16.522 |
Industrials | 11.890 | 12.973 |
Consumer Cyclical | 10.360 | 12.212 |
Healthcare | 9.840 | 9.637 |
Communication Services | 9.840 | 6.242 |
Consumer Defensive | 6.290 | 7.276 |
Basic Materials | 3.550 | 7.202 |
Energy | 3.020 | 5.482 |
Utilities | 2.630 | 4.205 |
Real Estate | 2.000 | 2.328 |
Number of long holdings: 155
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Euro Bobl Future Mar 25 | DE000F01NAE7 | 8.48 | - | - | |
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 4.77 | 34.55 | +0.58% | |
Spain 0 31-Jan-2027 | ES0000012J15 | 3.48 | 95.280 | -0.04% | |
Spain 2.8 31-May-2026 | ES0000012L29 | 3.09 | 100.486 | -0.02% | |
Berkshire Hathaway B | US0846707026 | 2.80 | 463.19 | +0.73% | |
Alphabet A | US02079K3059 | 2.66 | 200.21 | +1.13% | |
Microsoft | US5949181045 | 2.59 | 444.06 | -0.59% | |
Apple | US0378331005 | 2.56 | 222.78 | -0.39% | |
Oddo Compass Euro High Yield Bond CI-EUR | LU0115288721 | 2.21 | 36.780 | -0.01% | |
Robeco Corporate Hybrid Bonds IH € | LU1700711663 | 2.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
March Pension 80/20 PP | 149.96M | 2.81 | 0.17 | 1.27 | ||
March Acciones PP | 73.49M | 2.11 | 2.78 | 5.92 | ||
March Ahorro PP | 55.35M | 3.01 | 0.97 | 2.72 | ||
Plan de Pensiones Westinghouse | 16.53M | 2.79 | 0.86 | 2.54 | ||
March Pension Rentaja | 8.25M | 12.18 | -2.07 | -0.48 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review