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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.050 | 14.030 | 8.980 |
Shares | 71.770 | 71.930 | 0.160 |
Bonds | 16.090 | 22.230 | 6.140 |
Convertible | 2.420 | 2.420 | 0.000 |
Preferred | 0.160 | 0.160 | 0.000 |
Other | 4.510 | 5.060 | 0.550 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.294 | 14.500 |
Price to Book | 2.229 | 2.061 |
Price to Sales | 1.635 | 1.556 |
Price to Cash Flow | 10.559 | 9.293 |
Dividend Yield | 2.774 | 3.357 |
5 Years Earnings Growth | 9.263 | 11.961 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.420 | 18.154 |
Technology | 15.830 | 18.454 |
Industrials | 14.460 | 12.365 |
Healthcare | 10.680 | 10.902 |
Consumer Cyclical | 10.090 | 14.323 |
Consumer Defensive | 9.500 | 6.939 |
Communication Services | 5.810 | 7.934 |
Real Estate | 5.150 | 3.621 |
Basic Materials | 4.420 | 8.169 |
Utilities | 3.700 | 5.727 |
Energy | 1.940 | 9.208 |
Number of long holdings: 38
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ampega ETFs Portfolio Selec Dynamisch IT | DE000A3EHNN5 | 6.74 | - | - | |
Ampega DividendePlus Aktienfonds P a | DE000A0NBPJ8 | 6.71 | 175.500 | +0.06% | |
Ampega AmerikaPlus Aktienfonds | DE000A0MY039 | 6.58 | 372.480 | +0.39% | |
Invesco Funds - Invesco Pan European Structured Eq | LU0119750205 | 6.09 | 25.810 | -0.23% | |
SSgA SPDR S&P US Dividend Aristocrats | IE00B6YX5D40 | 5.73 | 59.66 | -0.30% | |
Fisher Invst Instl US Eq ESG USD Acc | IE00BYVJ8M18 | 5.63 | - | - | |
JPM US Value A (dist) USD | LU0119066131 | 5.34 | - | - | |
Wellington Strategic European Equity Fund S EUR Ac | IE00B6TYHG95 | 5.13 | 47.565 | +0.83% | |
Ampega EurozonePlus Aktienfonds I a | DE000A2PPHM0 | 4.23 | - | - | |
Polar Capital Funds PLC - Emerging Market Stars Fu | IE00BJ205H20 | 4.22 | 13.770 | +0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 225.94M | 17.62 | 4.37 | 5.89 | ||
MF Chance | 148.36M | 14.99 | 3.30 | 5.92 | ||
MF Wachstum | 104.24M | 13.65 | 4.08 | 4.82 | ||
MF Top Mix Strategie TMS | 62.99M | 10.84 | 0.23 | 3.93 | ||
MF Sicherheit | 49.37M | 6.11 | 0.98 | 1.54 |
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