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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 38.130 | 45.850 | 7.720 |
Shares | 19.110 | 59.710 | 40.600 |
Bonds | 30.550 | 35.500 | 4.950 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 12.160 | 12.170 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.907 | 15.287 |
Price to Book | 1.282 | 2.121 |
Price to Sales | 0.724 | 1.513 |
Price to Cash Flow | 5.348 | 9.122 |
Dividend Yield | 3.621 | 2.832 |
5 Years Earnings Growth | 8.506 | 10.439 |
Name | Net % | Category Average |
---|---|---|
Basic Materials | 32.010 | 7.762 |
Consumer Cyclical | 29.190 | 11.082 |
Energy | 19.350 | 4.787 |
Financial Services | 13.890 | 16.981 |
Consumer Defensive | 11.900 | 7.560 |
Industrials | 4.780 | 15.276 |
Utilities | 4.320 | 4.083 |
Real Estate | -0.820 | 3.726 |
Communication Services | -2.610 | 6.394 |
Healthcare | -3.370 | 11.950 |
Technology | -8.630 | 16.953 |
Number of long holdings: 44
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Attitude Opportunities FI | ES0111192003 | 15.71 | 7.013 | +0.53% | |
Option on S&P 500 | - | 12.55 | - | - | |
Attitude Sherpa FI | ES0111193001 | 12.25 | 12.089 | +1.22% | |
United States Treasury Bonds | - | 9.32 | - | - | |
WisdomTree Physical Bitcoin | GB00BJYDH287 | 6.95 | 22.35 | +1.18% | |
5 Year Treasury Note Future June 25 | - | 5.52 | - | - | |
International Petroleum Corp 7.25% | NO0012423476 | 4.30 | - | - | |
Valor Absoluto Clase X | - | 4.09 | - | - | |
Schroder Isf-Blueorch C | - | 3.43 | - | - | |
BlueOrchard Microfinance N EUR | LU1079060882 | 3.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ES0111193001 | 52.28M | 9.86 | 11.62 | - | ||
ES0111175008 | 5.83M | 1.85 | - | - |
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