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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.240 | 0.300 | 0.060 |
Shares | 99.570 | 99.570 | 0.000 |
Other | 0.200 | 0.200 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.030 | 12.198 |
Price to Book | 1.490 | 1.547 |
Price to Sales | 2.486 | 1.920 |
Price to Cash Flow | 12.326 | 12.609 |
Dividend Yield | 2.813 | 3.007 |
5 Years Earnings Growth | 10.799 | 9.229 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 97.070 | 93.905 |
Technology | 2.510 | 5.487 |
Industrials | 0.220 | 2.508 |
Consumer Cyclical | 0.120 | 3.470 |
Real Estate | 0.040 | 1.137 |
Communication Services | 0.030 | 0.995 |
Number of long holdings: 51
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 6.28 | 493.53 | +0.98% | |
JPMorgan | US46625H1005 | 5.82 | 265.73 | +1.44% | |
Visa A | US92826C8394 | 5.11 | 370.22 | +0.94% | |
AXA | FR0000120628 | 4.67 | 42.75 | +0.09% | |
Progressive | US7433151039 | 4.52 | 279.32 | -0.31% | |
BNP Paribas | FR0000131104 | 4.50 | 78.14 | 0.00% | |
Nasdaq Inc | US6311031081 | 4.05 | 85.61 | +1.92% | |
BlackRock | US09290D1019 | 4.05 | 989.05 | +0.36% | |
iShares MSCI World Financials Sector ESG UCITS USD | IE00BJ5JP097 | 4.01 | 7.11 | +0.42% | |
ICE | US45866F1049 | 3.96 | 178.68 | +0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DSC Equity Fund Consumer Staples A | 2.74M | 1.35 | 0.75 | 2.10 | ||
DSC Equity Fund Consumer Discretion | 570.91K | -10.94 | 4.69 | 5.17 | ||
DSC Equity Fund Industrials A | 1.17M | -0.75 | 5.56 | 5.49 |
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