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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 12.680 | 12.990 | 0.310 |
Shares | 85.230 | 85.230 | 0.000 |
Bonds | 2.050 | 2.050 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.066 | 13.773 |
Price to Book | 2.596 | 1.746 |
Price to Sales | 1.907 | 1.145 |
Price to Cash Flow | 11.279 | 6.733 |
Dividend Yield | 2.253 | 2.988 |
5 Years Earnings Growth | 8.915 | 12.498 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.580 | 16.549 |
Financial Services | 20.350 | 16.044 |
Industrials | 11.990 | 12.312 |
Consumer Cyclical | 9.520 | 15.351 |
Healthcare | 8.900 | 6.211 |
Consumer Defensive | 7.810 | 18.646 |
Communication Services | 7.250 | 9.781 |
Utilities | 3.720 | 2.103 |
Energy | 3.530 | 2.842 |
Basic Materials | 3.230 | 15.583 |
Real Estate | 2.120 | 3.980 |
Number of long holdings: 25
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI ACWI ETF | - | 14.20 | - | - | |
Vanguard Total World Stock ETF | - | 12.32 | - | - | |
SPDR® Blmbg 1-3 Mth T-Bill ETF | - | 8.88 | - | - | |
Vanguard FTSE Emerging Markets ETF | - | 7.61 | - | - | |
iShares S&P 500 Value ETF | - | 7.38 | - | - | |
iShares Russell 1000 Value | US4642875987 | 6.90 | 192.76 | -1.36% | |
iShares MSCI EAFE | US4642874659 | 5.19 | 87.29 | -0.26% | |
Invesco NASDAQ 100 ETF | - | 4.99 | - | - | |
iShares Short Treasury Bond ETF | - | 4.10 | - | - | |
The Financial Select Sector SPDR® ETF | - | 3.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fondo Monex N A | 69.65M | -1.03 | 11.49 | 7.65 | ||
Fondo Monex N BEC-1 | 69.65M | -1.48 | 10.50 | 6.90 | ||
Fondo Monex N BFC-1 | 69.65M | -1.89 | 9.59 | 5.53 | ||
Fondo Monex N BMC-1 | 69.65M | -1.49 | 10.50 | - | ||
Fondo Monex G A | 59.22M | -1.37 | 9.64 | 2.28 |
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