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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 60.160 | 163.590 | 103.430 |
Bonds | 17.120 | 17.310 | 0.190 |
Other | 36.790 | 36.790 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.580 | 9.864 |
Price to Book | 1.090 | 1.238 |
Price to Sales | 0.444 | 0.799 |
Price to Cash Flow | 4.011 | 4.333 |
Dividend Yield | 2.760 | 5.250 |
5 Years Earnings Growth | 26.750 | 16.558 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 32.870 | 8.043 |
Basic Materials | 24.800 | 9.027 |
Utilities | 21.700 | 21.674 |
Consumer Cyclical | 16.210 | 15.826 |
Industrials | 10.150 | 14.570 |
Energy | 7.910 | 11.973 |
Communication Services | 2.790 | 1.009 |
Consumer Defensive | 0.190 | 5.253 |
Technology | -0.180 | 2.829 |
Financial Services | -4.930 | 10.981 |
Healthcare | -11.510 | 2.855 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Polo FIA | - | 99.88 | - | - | |
Santander Cash Blue FI RF Ref DI | - | 0.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
POLO FUNDO DE INVESTIMENTO EM ACOES | 348.86M | -16.29 | 3.20 | 13.83 | ||
POLO CSHG FUNDO DE INVESTIMENTO EM | 245.49M | -3.95 | 7.10 | 12.59 |
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