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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 | 15.481 |
Price to Book | 3.297 | 2.157 |
Price to Sales | 2.687 | 1.614 |
Price to Cash Flow | 13.075 | 9.331 |
Dividend Yield | 2.022 | 2.941 |
5 Years Earnings Growth | 8.058 | 10.011 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.050 | 17.857 |
Financial Services | 13.110 | 17.048 |
Industrials | 11.020 | 13.472 |
Consumer Cyclical | 10.950 | 12.077 |
Communication Services | 9.690 | 6.681 |
Healthcare | 8.220 | 9.441 |
Consumer Defensive | 5.970 | 7.277 |
Basic Materials | 3.820 | 7.130 |
Energy | 3.120 | 5.296 |
Utilities | 3.090 | 4.213 |
Real Estate | 1.970 | 1.982 |
Number of long holdings: 144
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Spain 0 31-Jan-2027 | ES0000012J15 | 6.57 | 97.000 | -0.05% | |
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 5.17 | 39.29 | -0.20% | |
Microsoft | US5949181045 | 2.83 | 497.41 | +0.30% | |
Berkshire Hathaway B | US0846707026 | 2.49 | 485.77 | +0.02% | |
Alphabet A | US02079K3059 | 2.32 | 176.23 | -1.29% | |
Apple | US0378331005 | 2.20 | 205.17 | +2.03% | |
Oracle | US68389X1054 | 2.07 | 218.63 | +3.99% | |
Spain 0 31-Jan-2028 | ES0000012I08 | 2.06 | 96.170 | +1.36% | |
S&P Global | US78409V1044 | 1.80 | 527.29 | +1.85% | |
NVIDIA | US67066G1040 | 1.67 | 157.99 | +0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
March Pension 80/20 PP | 146.37M | -0.17 | 1.73 | 0.92 | ||
March Acciones PP | 68.25M | -5.10 | 2.56 | 3.92 | ||
March Ahorro PP | 57.03M | 3.34 | 3.80 | 2.51 | ||
Plan de Pensiones Westinghouse | 17.39M | 3.39 | 3.71 | 2.28 | ||
March Pension Rentaja | 8.15M | -4.95 | 3.50 | -0.96 |
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