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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.070 | 11.670 | 7.600 |
Shares | 53.400 | 55.020 | 1.620 |
Bonds | 37.330 | 37.660 | 0.330 |
Convertible | 0.710 | 0.710 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 4.450 | 4.450 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.487 | 16.648 |
Price to Book | 2.270 | 2.421 |
Price to Sales | 1.439 | 1.724 |
Price to Cash Flow | 9.993 | 10.155 |
Dividend Yield | 2.736 | 2.474 |
5 Years Earnings Growth | 10.415 | 10.833 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.650 | 19.778 |
Industrials | 14.760 | 12.243 |
Healthcare | 13.480 | 12.826 |
Consumer Cyclical | 12.920 | 10.982 |
Financial Services | 12.020 | 15.143 |
Consumer Defensive | 7.050 | 7.860 |
Communication Services | 6.450 | 6.707 |
Basic Materials | 5.430 | 5.262 |
Energy | 4.010 | 4.251 |
Real Estate | 1.710 | 3.760 |
Utilities | 1.510 | 3.385 |
Number of long holdings: 47
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Evli USA Growth Fund IB | FI4000530662 | 7.76 | - | - | |
Evli European Investment Grade B | FI0008803945 | 6.02 | 202.537 | -0.14% | |
Evli European High Yield B | FI0008803929 | 5.15 | - | - | |
Evli Euro Government Bond B | FI0008800495 | 4.83 | 44.723 | -0.23% | |
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ908 | 4.71 | 8.84 | -0.11% | |
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ239 | 4.58 | 5.24 | -0.15% | |
Evli Equity Factor Usa B | FI4000210810 | 4.35 | 214.055 | -0.05% | |
Evli North America B | FI0008806930 | 4.31 | 550.597 | -0.94% | |
Amundi ETF Stoxx Europe 50 UCITS | FR0010790980 | 3.40 | 120.20 | +0.55% | |
BGF European High Yield Bond Z2 EUR | LU2099034311 | 3.34 | - | - |
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