
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.110 | 7.250 | 2.140 |
Shares | 50.030 | 50.030 | 0.000 |
Bonds | 44.100 | 44.460 | 0.360 |
Convertible | 0.660 | 0.660 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.435 | 15.326 |
Price to Book | 3.127 | 2.141 |
Price to Sales | 2.624 | 1.599 |
Price to Cash Flow | 12.287 | 9.237 |
Dividend Yield | 2.099 | 2.957 |
5 Years Earnings Growth | 8.698 | 10.235 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.400 | 17.884 |
Financial Services | 13.770 | 16.859 |
Industrials | 10.960 | 13.321 |
Consumer Cyclical | 10.820 | 12.086 |
Healthcare | 9.360 | 9.548 |
Communication Services | 9.300 | 6.660 |
Consumer Defensive | 6.230 | 7.302 |
Basic Materials | 3.880 | 7.157 |
Utilities | 3.190 | 4.173 |
Energy | 3.040 | 5.379 |
Real Estate | 2.070 | 2.075 |
Number of long holdings: 142
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Spain 0 31-Jan-2028 | ES0000012I08 | 6.18 | 94.840 | -0.05% | |
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 5.05 | 37.52 | +1.19% | |
Spain 0 31-Jan-2027 | ES0000012J15 | 2.70 | 97.000 | +0.04% | |
Berkshire Hathaway B | US0846707026 | 2.69 | 491.00 | -1.37% | |
Microsoft | US5949181045 | 2.49 | 463.87 | +0.19% | |
Oddo Compass Euro High Yield Bond CI-EUR | LU0115288721 | 2.39 | 37.436 | +0.09% | |
Apple | US0378331005 | 2.39 | 202.82 | -0.22% | |
Robeco Corporate Hybrid Bonds IH € | LU1700711663 | 2.30 | - | - | |
Alphabet A | US02079K3059 | 2.19 | 168.05 | +1.13% | |
Muzinich Glbl Mkt DurInvmtGrdHEURAccFdr | IE000B321P61 | 2.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
March Pension 80/20 PP | 146.46M | -1.26 | 1.27 | 0.71 | ||
March Acciones PP | 67.78M | -9.09 | 1.46 | 3.46 | ||
March Ahorro PP | 56.67M | 1.32 | 3.08 | 2.21 | ||
Plan de Pensiones Westinghouse | 17.27M | 1.40 | 2.91 | 1.99 | ||
March Pension Rentaja | 8.03M | -11.36 | -0.19 | -1.78 |
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