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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 5.470 | 7.980 | 2.510 |
| Shares | 29.280 | 29.410 | 0.130 |
| Bonds | 7.230 | 7.230 | 0.000 |
| Preferred | 0.860 | 0.860 | 0.000 |
| Other | 57.150 | 57.150 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 22.266 | 11.651 |
| Price to Book | 2.148 | 1.344 |
| Price to Sales | 2.440 | 0.996 |
| Price to Cash Flow | 12.898 | 5.152 |
| Dividend Yield | 0.810 | 5.589 |
| 5 Years Earnings Growth | 10.329 | 13.822 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 58.560 | -1,557.910 |
| Technology | 14.610 | 6.110 |
| Healthcare | 5.360 | 14.108 |
| Consumer Cyclical | 4.870 | 115.840 |
| Communication Services | 4.400 | -53.187 |
| Industrials | 3.700 | 1,711.170 |
| Consumer Defensive | 2.880 | -87.370 |
| Energy | 2.020 | -52.577 |
| Utilities | 1.410 | 264.970 |
| Real Estate | 1.110 | 14.121 |
| Basic Materials | 1.080 | -253.867 |
Number of long holdings: 34
Number of short holdings: 2
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Berkshire Hathaway BDR | BRBERKBDR002 | 15.03 | 133.00 | +0.45% | |
| Fundo de Invest Ishares SP 500 | BRIVVBCTF001 | 13.72 | 411.68 | +0.95% | |
| Perfin Foresight Institucional FIC FIA | - | 13.40 | - | - | |
| ETF MIRAE ASSET S&P/B3 INGENIUS BDRS FDO DE INDICE | BRGTECCTF003 | 11.74 | - | - | |
| Perfin PWM FIC FIA | - | 9.05 | - | - | |
| PERFIN DISCOVERY II FDO DE INVESTIMENTO EM PARTICIPAÇÕES | BR0EXSCTF001 | 7.70 | - | - | |
| Perfin Utilities Alocadores FIC FIA | - | 5.02 | - | - | |
| Bradesco TPF Simples FI RF | - | 3.17 | - | - | |
| SPCTWO FDO DE INVESTIMENTO EM PARTICIPAÇÕES MULTIESTRATÉGIA | BR08S5CTF007 | 3.14 | - | - | |
| SECRETARIA TESOURO NACIONAL 6% 15/05/45 | BRSTNCNTB0A6 | 2.99 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ONGO PRAZO INVESTIMENTO NO EXTERIOR | 404.65M | 4.49 | 5.13 | 11.68 | ||
| PWM CHALLENGER RT FUNDO DE INVESTIM | 326.2M | 2.49 | 5.26 | 11.62 | ||
| PWM JASPE FUNDO DE INVESTIMENTO MUL | 301.29M | 8.53 | 10.27 | 9.38 | ||
| PWM CHALLENGER RT II FUNDO DE INVES | 130.04M | 7.69 | 11.05 | 10.72 | ||
| NOVA BOSSA FUNDO DE INVESTIMENTO MU | 113.19M | -20.92 | -3.89 | 1.84 |
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