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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.540 | 17.880 | 9.340 |
Shares | 33.250 | 33.670 | 0.420 |
Bonds | 53.830 | 58.410 | 4.580 |
Convertible | 1.070 | 1.070 | 0.000 |
Preferred | 0.820 | 0.820 | 0.000 |
Other | 2.480 | 2.960 | 0.480 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.321 | 17.876 |
Price to Book | 3.207 | 2.960 |
Price to Sales | 2.519 | 2.154 |
Price to Cash Flow | 13.056 | 11.981 |
Dividend Yield | 1.877 | 2.436 |
5 Years Earnings Growth | 9.339 | 9.511 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.530 | 17.602 |
Healthcare | 19.120 | 18.883 |
Industrials | 13.030 | 11.298 |
Financial Services | 11.010 | 17.732 |
Consumer Defensive | 10.660 | 10.091 |
Consumer Cyclical | 7.410 | 8.583 |
Communication Services | 6.390 | 5.252 |
Basic Materials | 6.190 | 5.173 |
Utilities | 1.980 | 1.750 |
Real Estate | 1.450 | 3.120 |
Energy | 1.220 | 2.159 |
Number of long holdings: 68
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Pictet CH CHF Bonds Tracker Z dy | CH0016431774 | 15.76 | - | - | |
Pictet-CHF Bonds Z | LU0226301058 | 12.79 | - | - | |
Pictet-Short-Term Money Market CHF Z | LU0222473364 | 9.22 | - | - | |
Pictet-EUR Government Bonds Z | LU0241484830 | 8.45 | 166.130 | +0.13% | |
Pictet CH - Global Equities Z dy USD | CH0017475820 | 6.17 | 3,822.120 | -0.18% | |
Pictet-Emerging Markets Index Z USD | LU0188500283 | 3.83 | - | - | |
Pictet-Gl Fix Inc Opp-HZ CHF | LU1793273258 | 3.48 | - | - | |
iShares $ Corp Bond USD | IE0032895942 | 2.49 | 102.65 | +0.40% | |
Lyxor US TIPS DR D-USD | LU1452600270 | 2.41 | 100.40 | -0.69% | |
Nestle | CH0038863350 | 2.36 | 71.10 | -0.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIEnvironmental Opportunities P CHF | 5.41B | -6.25 | 4.68 | 6.57 |
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