Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 58.830 | 58.830 | 0.000 |
Bonds | 38.680 | 38.890 | 0.210 |
Convertible | 0.480 | 0.480 | 0.000 |
Other | 9.070 | 9.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.939 | 16.123 |
Price to Book | 2.535 | 2.324 |
Price to Sales | 1.692 | 1.678 |
Price to Cash Flow | 11.040 | 9.547 |
Dividend Yield | 2.326 | 2.510 |
5 Years Earnings Growth | 11.214 | 11.153 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.060 | 19.308 |
Financial Services | 15.960 | 15.140 |
Industrials | 12.890 | 12.286 |
Consumer Cyclical | 12.870 | 12.144 |
Healthcare | 10.150 | 12.459 |
Consumer Defensive | 6.710 | 7.956 |
Communication Services | 6.290 | 7.090 |
Energy | 4.300 | 4.671 |
Basic Materials | 4.100 | 7.096 |
Utilities | 2.650 | 3.528 |
Real Estate | 2.010 | 2.580 |
Number of long holdings: 39
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AXAIMFIIS Europe Short Dur HY A Dis EUR | LU0658025464 | 14.73 | - | - | |
Amundi S&P 500 ESG UCITS Acc EUR | IE000KXCEXR3 | 12.57 | 143.07 | +0.75% | |
iShares iBonds Dec 2028 Term € Corp UCITS EUR Inc | IE000264WWY0 | 11.05 | 5.10 | -0.20% | |
CM-AM Dollar Cash IC | FR0000984254 | 7.25 | - | - | |
Invesco MSCI World ESG Unvsl Screened UCITS | IE00BJQRDK83 | 6.49 | 67.88 | +0.35% | |
TOPIX Index Future June14 | - | 6.39 | - | - | |
Neuberger Berman Eurp HY Bd EUR X Acc | IE00BD2B9W69 | 6.01 | - | - | |
Lyxor UCITS Stoxx 50 D-EUR | FR0007054358 | 5.29 | 54.42 | -0.38% | |
E-mini S&P 500 Future June 24 | - | 4.97 | - | - | |
Pareto Nordic Cross Credit H I EUR | LU2023201044 | 4.91 | - | - |
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