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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 20.370 | 26.190 | 5.820 |
Stocks | 42.590 | 42.590 | 0.000 |
Bonds | 12.420 | 13.660 | 1.240 |
Other | 24.620 | 24.620 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.059 | 16.589 |
Price to Book | 2.180 | 2.417 |
Price to Sales | 1.253 | 1.725 |
Price to Cash Flow | 9.270 | 10.140 |
Dividend Yield | 3.865 | 2.489 |
5 Years Earnings Growth | 6.399 | 10.856 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 29.400 | 12.882 |
Consumer Defensive | 28.840 | 7.834 |
Basic Materials | 25.200 | 5.223 |
Energy | 9.010 | 4.320 |
Financial Services | 4.310 | 15.171 |
Consumer Cyclical | 3.250 | 10.928 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wheaton Precious Metals | CA9628791027 | 8.84 | 53.33 | -0.89% | |
Novartis | CH0012005267 | 7.89 | 93.98 | -0.34% | |
Invesco Physical Gold ETC | IE00B579F325 | 5.26 | 222.94 | +0.31% | |
Deutsche Boerse Commodities Xetra-Gold | DE000A0S9GB0 | 5.25 | 69.28 | +0.42% | |
Bell AG | CH0315966322 | 5.12 | 266.00 | -0.56% | |
WisdomTree Physical Silver | JE00B1VS3333 | 4.92 | 26.77 | -1.65% | |
Nestle | CH0038863350 | 4.77 | 94.70 | -0.94% | |
iShares Physical Silver | IE00B4NCWG09 | 4.45 | 2,186.75 | -1.66% | |
Roche Holding Participation | CH0012032048 | 4.07 | 241.60 | +0.79% | |
Eni SpA | IT0003132476 | 3.84 | 13.988 | -0.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ODDO BHF Polaris Moderate Cl EUR | 1.49B | -10.38 | 0.31 | 2.29 | ||
DE000A2JJ1W5 | 1.49B | - | - | - | ||
FMM-Fonds | 549.55M | 0.30 | 5.40 | 4.96 | ||
Kapital Privat Portfolio | 63.99M | 2.50 | 3.96 | 4.45 | ||
Bankhaus Seeliger VV Ausgewogen | 33.33M | -7.31 | -1.27 | - |
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