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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.340 | 5.110 | 0.770 |
Stocks | 79.550 | 79.550 | 0.000 |
Bonds | 15.600 | 15.600 | 0.000 |
Preferred | 0.090 | 0.100 | 0.010 |
Other | 0.420 | 0.430 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.378 | 16.370 |
Price to Book | 2.170 | 2.399 |
Price to Sales | 1.586 | 1.664 |
Price to Cash Flow | 9.168 | 10.040 |
Dividend Yield | 2.287 | 2.455 |
5 Years Earnings Growth | 10.341 | 10.708 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.770 | 20.031 |
Financial Services | 17.480 | 14.645 |
Healthcare | 12.960 | 12.776 |
Industrials | 10.800 | 12.439 |
Consumer Cyclical | 10.320 | 11.033 |
Consumer Defensive | 6.030 | 7.813 |
Communication Services | 5.730 | 6.938 |
Basic Materials | 5.590 | 5.892 |
Energy | 4.870 | 4.033 |
Utilities | 2.680 | 2.971 |
Real Estate | 1.760 | 3.222 |
Number of long holdings: 68
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Global Stock Index Ins EUR | IE00B03HD191 | 6.51 | 45.736 | +0.54% | |
Amundi Index Solutions - Amundi Index S&P 500 IE-C | LU0996177720 | 5.84 | 34.190 | -0.96% | |
Amundi Index Solutions Amundi Index MSCI World I | LU0996181672 | 4.80 | 2,663.600 | -0.52% | |
Lyxor Core MSCI World DR UCITS ETF Acc | LU1781541179 | 4.69 | 16.53 | -0.57% | |
iShares Core MSCI World UCITS | IE00B4L5Y983 | 4.43 | 98.36 | -0.62% | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 4.42 | 548.97 | -0.84% | |
Berkshire Hathaway B | US0846707026 | 3.64 | 414.40 | +1.42% | |
Amundi Index Solutions Amundi Index MSCI Europe | LU0389811539 | 3.16 | 292.560 | +0.62% | |
Lyxor UCITS Japan Topix Daily Hedged D-EUR | FR0011475078 | 2.88 | 216.22 | 0.00% | |
Germany (Federal Republic Of) 0% | DE000BU0E006 | 2.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CARFY SICAV SA | 89.26M | 4.12 | 6.70 | 2.64 | ||
Gredos Moderado | 37.5M | 1.27 | 0.13 | - | ||
Gredos Bolsa Euro | 17.86M | 4.00 | 2.59 | - | ||
GRAZALEMA INVERSIONES | 11.9M | 1.84 | 0.21 | 2.66 | ||
ROUTING INVERSIONES | 3.38M | -16.21 | -0.83 | 1.45 |
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