Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 15.560 | 16.150 | 0.590 |
Stocks | 44.210 | 44.210 | 0.000 |
Bonds | 32.430 | 32.570 | 0.140 |
Convertible | 0.500 | 0.500 | 0.000 |
Other | 7.290 | 7.400 | 0.110 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.529 | 16.162 |
Price to Book | 2.146 | 2.326 |
Price to Sales | 1.235 | 1.678 |
Price to Cash Flow | 9.591 | 9.547 |
Dividend Yield | 3.007 | 2.502 |
5 Years Earnings Growth | 14.361 | 11.187 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 24.250 | 12.461 |
Financial Services | 18.260 | 15.106 |
Technology | 15.220 | 19.373 |
Communication Services | 14.050 | 7.084 |
Industrials | 8.000 | 12.265 |
Utilities | 4.930 | 3.510 |
Consumer Cyclical | 4.730 | 12.154 |
Consumer Defensive | 4.110 | 7.949 |
Basic Materials | 3.600 | 7.124 |
Real Estate | 2.840 | 2.566 |
Energy | 0.020 | 4.661 |
Number of long holdings: 138
Number of short holdings: 24
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Germany 3.1 18-Sep-2025 | DE000BU22023 | 4.56 | 99.820 | -0.01% | |
Germany 2.5 13-Mar-2025 | DE000BU22007 | 3.53 | 99.332 | +0.01% | |
Alphabet C | US02079K1079 | 3.47 | 178.35 | +0.72% | |
Xtrackers IE Physical Gold ETC | DE000A2T0VU5 | 2.98 | 36.03 | -1.58% | |
United States Treasury Notes 0.375% | - | 2.95 | - | - | |
Microsoft | US5949181045 | 2.91 | 424.52 | +0.12% | |
Germany 3.1 12-Dec-2025 | DE000BU22031 | 2.80 | 99.890 | 0.00% | |
AXA | FR0000120628 | 2.71 | 33.05 | -1.08% | |
db Physical Gold | DE000A1E0HR8 | 2.64 | 206.86 | -1.57% | |
United States Treasury Notes 2.375% | - | 2.62 | - | - |
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