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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.860 | 17.080 | 0.220 |
Shares | 80.400 | 80.400 | 0.000 |
Bonds | 2.700 | 2.700 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.942 | 13.995 |
Price to Book | 2.534 | 1.778 |
Price to Sales | 1.871 | 1.151 |
Price to Cash Flow | 11.094 | 6.826 |
Dividend Yield | 2.270 | 2.742 |
5 Years Earnings Growth | 8.952 | 12.558 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.100 | 15.065 |
Technology | 20.640 | 16.779 |
Industrials | 12.560 | 12.701 |
Consumer Cyclical | 9.350 | 15.762 |
Healthcare | 8.710 | 6.140 |
Consumer Defensive | 7.690 | 18.484 |
Communication Services | 6.900 | 9.651 |
Utilities | 3.910 | 2.077 |
Energy | 3.700 | 2.820 |
Basic Materials | 3.300 | 15.940 |
Real Estate | 2.150 | 3.788 |
Number of long holdings: 25
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI ACWI ETF | - | 14.28 | - | - | |
SPDR® Blmbg 1-3 Mth T-Bill ETF | - | 14.24 | - | - | |
Vanguard Total World Stock ETF | - | 12.40 | - | - | |
Vanguard FTSE Emerging Markets ETF | - | 7.62 | - | - | |
iShares S&P 500 Value ETF | - | 7.41 | - | - | |
iShares Russell 1000 Value ETF | - | 6.91 | - | - | |
iShares MSCI EAFE | US4642874659 | 5.06 | 93.23 | +1.50% | |
iShares Short Treasury Bond ETF | - | 4.09 | - | - | |
Financial Select Sector SPDR | US81369Y6059 | 3.82 | 53.57 | +1.65% | |
iShares Select Dividend | US4642871689 | 3.74 | 142.18 | +2.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fondo Monex N BFC-1 | 70.64M | -0.13 | 9.89 | 5.59 | ||
Fondo Monex N BMC-1 | 70.64M | 0.33 | 10.79 | - | ||
Fondo Monex N A | 70.64M | 0.88 | 11.79 | 7.70 | ||
Fondo Monex N BEC-1 | 70.64M | 0.34 | 10.80 | 6.95 | ||
Fondo Monex G A | 59.8M | 0.12 | 8.70 | 2.41 |
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