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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.990 | 5.640 | 1.650 |
Shares | 51.160 | 51.160 | 0.000 |
Bonds | 44.160 | 44.510 | 0.350 |
Convertible | 0.620 | 0.620 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.710 | 15.520 |
Price to Book | 3.297 | 2.164 |
Price to Sales | 2.687 | 1.609 |
Price to Cash Flow | 13.075 | 9.350 |
Dividend Yield | 2.022 | 2.937 |
5 Years Earnings Growth | 8.058 | 9.970 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.050 | 17.980 |
Financial Services | 13.110 | 17.036 |
Industrials | 11.020 | 13.501 |
Consumer Cyclical | 10.950 | 12.068 |
Communication Services | 9.690 | 6.717 |
Healthcare | 8.220 | 9.405 |
Consumer Defensive | 5.970 | 7.264 |
Basic Materials | 3.820 | 7.058 |
Energy | 3.120 | 5.297 |
Utilities | 3.090 | 4.222 |
Real Estate | 1.970 | 1.922 |
Number of long holdings: 144
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Spain 0 31-Jan-2027 | ES0000012J15 | 6.57 | 97.250 | +0.05% | |
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 5.17 | 40.32 | -0.47% | |
Microsoft | US5949181045 | 2.83 | 505.27 | -0.94% | |
Berkshire Hathaway B | US0846707026 | 2.49 | 478.13 | +0.78% | |
Alphabet A | US02079K3059 | 2.32 | 191.34 | +0.65% | |
Apple | US0378331005 | 2.20 | 214.40 | +0.90% | |
Oracle | US68389X1054 | 2.07 | 238.11 | -2.23% | |
Spain 0 31-Jan-2028 | ES0000012I08 | 2.06 | 95.090 | +0.01% | |
S&P Global | US78409V1044 | 1.80 | 517.81 | -0.83% | |
NVIDIA | US67066G1040 | 1.67 | 167.03 | -2.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
March Pension 80/20 PP | 148.02M | 0.11 | 2.80 | 1.23 | ||
March Acciones PP | 69.84M | -4.42 | 5.14 | 4.60 | ||
March Ahorro PP | 57.37M | 3.75 | 4.97 | 2.82 | ||
Plan de Pensiones Westinghouse | 17.45M | 3.69 | 4.82 | 2.57 | ||
March Pension Rentaja | 8.31M | -2.61 | 7.16 | -0.50 |
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