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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 0.410 | 0.120 |
Shares | 90.840 | 90.840 | 0.000 |
Bonds | 8.840 | 8.840 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.537 | 17.993 |
Price to Book | 3.213 | 2.459 |
Price to Sales | 2.964 | 2.007 |
Price to Cash Flow | 13.121 | 9.460 |
Dividend Yield | 1.318 | 2.609 |
5 Years Earnings Growth | 9.636 | 11.457 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.480 | 23.707 |
Financial Services | 27.060 | 14.390 |
Communication Services | 14.610 | 9.770 |
Healthcare | 7.660 | 10.679 |
Consumer Cyclical | 7.600 | 12.581 |
Industrials | 4.300 | 13.031 |
Consumer Defensive | 2.480 | 10.472 |
Basic Materials | 2.080 | 11.943 |
Energy | 1.610 | 3.675 |
Utilities | 1.080 | 11.466 |
Real Estate | 1.040 | 7.412 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total World Stock | US9220427424 | 22.02 | 125.47 | +0.81% | |
iShares MSCI ACWI | US4642882579 | 14.93 | 125.80 | +0.80% | |
Berkshire Hathaway B | US0846707026 | 12.05 | 493.32 | +0.94% | |
Microsoft | US5949181045 | 5.17 | 470.48 | +0.60% | |
Apple | US0378331005 | 4.08 | 204.73 | +2.04% | |
NVIDIA | US67066G1040 | 3.95 | 142.09 | +1.50% | |
Alphabet A | US02079K3059 | 3.85 | 173.54 | +3.17% | |
TMM DIVISION MARITIMA S.A. DE C.V. 11.92% 15/11/35 | MX91TM020053 | 3.68 | - | - | |
TMM DIVISION MARITIMA S.A. DE C.V. 11.92% 15/11/35 | MX91TM020046 | 3.30 | - | - | |
Netflix | US64110L1061 | 3.26 | 1,243.05 | -0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fondo Value Monterrey B | 81.69M | -4.01 | 1.80 | -19.20 |
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