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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.230 | 10.260 | 0.030 |
Stocks | 72.460 | 72.900 | 0.440 |
Bonds | 7.590 | 7.590 | 0.000 |
Other | 9.720 | 9.720 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.167 | 19.980 |
Price to Book | 4.977 | 3.696 |
Price to Sales | 3.180 | 2.456 |
Price to Cash Flow | 15.810 | 13.651 |
Dividend Yield | 1.122 | 1.590 |
5 Years Earnings Growth | 12.280 | 11.669 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.970 | 28.025 |
Consumer Cyclical | 16.990 | 10.610 |
Communication Services | 9.060 | 8.601 |
Healthcare | 7.860 | 13.525 |
Industrials | 5.800 | 8.915 |
Basic Materials | 4.330 | 3.022 |
Financial Services | 3.540 | 14.031 |
Consumer Defensive | 2.060 | 5.930 |
Energy | 1.060 | 4.198 |
Utilities | 0.670 | 2.439 |
Real Estate | 0.660 | 2.418 |
Number of long holdings: 41
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Source S&P 500 UCITS | IE00B3YCGJ38 | 8.41 | 1,038.13 | -0.21% | |
Lyxor S&P 500 UCITS ETF - C-EUR | LU1135865084 | 8.41 | 346.70 | -0.44% | |
United States Treasury Bills | - | 7.59 | - | - | |
VanEck Semiconductor ETF | - | 7.10 | - | - | |
Vanguard Information Technology | US92204A7028 | 7.01 | 545.23 | +0.97% | |
Technology Select Sector SPDR® ETF | - | 7.00 | - | - | |
Xtrackers MSCI USA Consumer Discretionary UCITS ET | IE00BGQYRR35 | 6.47 | 70.69 | +0.03% | |
Invesco Technology S&P US Select Sector | IE00B3VSSL01 | 5.92 | 597.13 | -0.09% | |
iShares PHLX Semiconductor | US4642875235 | 5.08 | 238.56 | +1.98% | |
Invesco QQQ Trust | - | 4.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 752.54M | 5.18 | -1.05 | 5.67 | ||
Altshuler Shaham Equity Storm | 633.79M | 3.01 | 1.37 | 7.48 | ||
Altshuler Shaham TA MidCap Stock | 262.22M | 9.38 | 1.33 | 9.77 | ||
Altshuler Shaham Protectd Glbl Eq | 214.7M | 4.66 | -4.62 | 2.45 | ||
Altshuler Shaham 20/80 TA MID CAP | 190.12M | 1.66 | 0.07 | 2.56 |
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