
Please try another search
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 | 14.521 |
Price to Book | 2.229 | 2.053 |
Price to Sales | 1.635 | 1.569 |
Price to Cash Flow | 10.559 | 9.135 |
Dividend Yield | 2.774 | 3.274 |
5 Years Earnings Growth | 9.263 | 11.701 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.420 | 18.602 |
Technology | 15.830 | 18.174 |
Industrials | 14.460 | 12.537 |
Healthcare | 10.680 | 11.000 |
Consumer Cyclical | 10.090 | 14.233 |
Consumer Defensive | 9.500 | 6.888 |
Communication Services | 5.810 | 8.001 |
Real Estate | 5.150 | 3.562 |
Basic Materials | 4.420 | 8.150 |
Utilities | 3.700 | 5.647 |
Energy | 1.940 | 9.185 |
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 | 175.420 | +0.02% | |
Ampega AmerikaPlus Aktienfonds | DE000A0MY039 | 6.58 | 315.720 | +0.36% | |
Invesco Funds - Invesco Pan European Structured Eq | LU0119750205 | 6.09 | 26.840 | +0.41% | |
SPDR S&P US Dividend Aristocrats UCITS Dis | IE00B6YX5D40 | 5.73 | 53.64 | -0.09% | |
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 | 50.211 | +0.29% | |
Ampega EurozonePlus Aktienfonds I a | DE000A2PPHM0 | 4.23 | - | - | |
Polar Capital Funds PLC - Emerging Market Stars Fu | IE00BJ205H20 | 4.22 | 13.370 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 231.03M | 1.94 | 7.35 | 5.59 | ||
MF Chance | 484.66M | -3.58 | 3.56 | 4.37 | ||
MF Wachstum | 367.64M | -2.73 | 3.73 | 3.51 | ||
MF Top Mix Strategie TMS | 683.74M | -2.48 | 1.44 | 2.79 | ||
MF Sicherheit | 107.67M | -0.20 | 1.63 | 0.95 |
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