
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.300 | 3.670 | 1.370 |
Stocks | 97.670 | 97.670 | 0.000 |
Bonds | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.682 | 17.736 |
Price to Book | 4.254 | 3.329 |
Price to Sales | 2.531 | 2.166 |
Price to Cash Flow | 15.205 | 13.978 |
Dividend Yield | 2.716 | 2.937 |
5 Years Earnings Growth | 14.173 | 13.597 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 38.470 | 30.810 |
Industrials | 19.130 | 16.325 |
Consumer Defensive | 15.070 | 12.574 |
Financial Services | 13.780 | 21.142 |
Basic Materials | 5.410 | 8.293 |
Consumer Cyclical | 3.500 | 5.347 |
Utilities | 2.010 | 1.390 |
Technology | 1.300 | 3.509 |
Real Estate | 0.840 | 2.091 |
Communication Services | 0.500 | 2.856 |
Number of long holdings: 8
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Visionfund - Swiss Equity I CHF | LU2050434039 | 28.97 | - | - | |
SWC (CH) EF Responsible Switzerl DT CHF | CH0245066912 | 28.72 | - | - | |
BlackRock Global Funds - Swiss Small & MidCap Oppo | LU0376447578 | 25.99 | 30.960 | -4.88% | |
Roche Holding Participation | CH0012032048 | 5.42 | 246.10 | -6.00% | |
Novartis | CH0012005267 | 5.23 | 87.12 | -5.34% | |
Nestle | CH0038863350 | 3.96 | 83.62 | -4.28% | |
Synchrony All Caps CH I | CH0181476380 | 0.00 | 131.320 | -2.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Base Investments S Flexible Low Ris | 223.27M | 1.91 | 3.33 | 2.07 | ||
Rothschild Prifund Swiss Equities A | 14.58M | 6.95 | -2.29 | 5.40 |
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