
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.220 | 34.840 | 32.620 |
Shares | 76.900 | 76.900 | 0.000 |
Bonds | 16.830 | 20.660 | 3.830 |
Convertible | 2.760 | 2.760 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 1.190 | 1.520 | 0.330 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.080 | 14.821 |
Price to Book | 2.590 | 2.047 |
Price to Sales | 1.803 | 1.530 |
Price to Cash Flow | 11.264 | 9.040 |
Dividend Yield | 2.507 | 3.316 |
5 Years Earnings Growth | 8.721 | 11.144 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.390 | 17.722 |
Financial Services | 16.810 | 19.073 |
Industrials | 12.900 | 12.438 |
Consumer Defensive | 11.810 | 7.151 |
Healthcare | 9.090 | 10.634 |
Consumer Cyclical | 8.500 | 13.841 |
Communication Services | 6.700 | 7.742 |
Utilities | 5.500 | 5.847 |
Basic Materials | 3.160 | 8.057 |
Energy | 2.680 | 9.515 |
Real Estate | 2.480 | 3.826 |
Number of long holdings: 33
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares S&P 500 EUR Hedged UCITS | IE00B3ZW0K18 | 8.01 | 132.60 | -1.49% | |
Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 7.27 | 90.37 | -0.33% | |
iShares Edge S&P 500 Minimum Volatility UCITS EUR | IE00BYX8XD24 | 6.04 | 10.03 | -0.99% | |
Vanguard ESG Em Mkts All Cp Eq Idx$Acc | IE00BKV0W359 | 5.05 | - | - | |
iShares Core MSCI EMU UCITS ETF EUR | IE00B53QG562 | 4.97 | 199.20 | -1.68% | |
BNP Paribas Easy MSCI EMU Ex CW UCITS | LU1291098827 | 4.97 | 16.82 | -1.20% | |
SPDR S&P 500 ESG Screened UCITS | IE00BH4GPZ28 | 4.17 | 38.91 | -1.32% | |
SPDR S&P US Dividend Aristocrats UCITS Dis | IE00B6YX5D40 | 3.94 | 57.85 | +0.28% | |
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 3.93 | 40.56 | -0.52% | |
Rize Global Sustainable Infrastructure UCITS USD D | IE000QUCVEN9 | 3.66 | 4.81 | -0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 240.49M | -7.17 | 6.74 | 3.99 | ||
MF Chance | 519.3M | -2.18 | 5.29 | 4.65 | ||
MF Wachstum | 392.42M | -1.03 | 5.23 | 3.83 | ||
MF Top Mix Strategie TMS | 712.66M | -0.29 | 4.11 | 3.09 | ||
MF Sicherheit | 109.45M | 0.37 | 2.63 | 1.17 |
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