
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 21.480 | 55.620 | 34.140 |
Shares | 42.830 | 43.310 | 0.480 |
Bonds | 28.650 | 33.300 | 4.650 |
Convertible | 1.880 | 1.880 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 5.110 | 6.170 | 1.060 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.353 | 14.828 |
Price to Book | 2.452 | 2.052 |
Price to Sales | 1.771 | 1.547 |
Price to Cash Flow | 10.758 | 9.052 |
Dividend Yield | 2.655 | 3.294 |
5 Years Earnings Growth | 8.517 | 11.151 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.690 | 17.701 |
Financial Services | 17.990 | 19.139 |
Industrials | 13.170 | 12.362 |
Healthcare | 11.570 | 10.920 |
Consumer Cyclical | 8.810 | 13.999 |
Consumer Defensive | 7.540 | 7.281 |
Communication Services | 7.540 | 7.913 |
Basic Materials | 4.200 | 8.061 |
Utilities | 4.140 | 5.863 |
Real Estate | 2.820 | 3.593 |
Energy | 2.520 | 8.985 |
Number of long holdings: 37
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi Euro Liquid Shrt Trm SRI I C | FR0007435920 | 11.74 | - | - | |
Ostrum SRI Money Plus I (C) EUR | FR0010885236 | 8.93 | - | - | |
iShares S&P 500 EUR Hedged UCITS | IE00B3ZW0K18 | 6.65 | 130.71 | +0.55% | |
Comgest Growth America USD I Acc | IE00B44DJL65 | 5.31 | 66.070 | +0.26% | |
ANIMA Star High Potential Europe A | IE00BYMJ8F32 | 3.86 | - | - | |
Polar Cap Fds | IE00BKPX1668 | 3.28 | - | - | |
iShares Core S&P 500 UCITS USD Dist | IE0031442068 | 3.17 | 4,709.3 | +0.44% | |
iShares Edge S&P 500 Minimum Volatility UCITS EUR | IE00BYX8XD24 | 3.09 | 9.95 | +0.31% | |
BNP Paribas Easy Bloomberg-Barclays Euro Aggregate | LU1481202692 | 3.06 | 9.46 | -0.08% | |
iShares MSCI Europe Value Factor | IE00BQN1K901 | 2.95 | 10.272 | +0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 241.6M | -7.17 | 6.74 | 3.99 | ||
MF Chance | 521.89M | -5.45 | 5.74 | 4.36 | ||
MF Wachstum | 393.61M | -3.81 | 5.59 | 3.63 | ||
MF Top Mix Strategie TMS | 713.52M | -2.12 | 4.75 | 3.01 | ||
MF Sicherheit | 109.42M | -0.79 | 3.02 | 1.15 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review