
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.980 | 16.760 | 7.780 |
Shares | 91.000 | 91.000 | 0.000 |
Bonds | 0.030 | 1.100 | 1.070 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.575 | 17.963 |
Price to Book | 2.460 | 2.985 |
Price to Sales | 1.624 | 2.206 |
Price to Cash Flow | 10.176 | 11.947 |
Dividend Yield | 2.400 | 2.063 |
5 Years Earnings Growth | 9.093 | 10.260 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.450 | 23.396 |
Healthcare | 14.230 | 13.063 |
Financial Services | 14.160 | 17.021 |
Communication Services | 9.380 | 7.895 |
Consumer Cyclical | 8.760 | 10.510 |
Industrials | 8.310 | 11.731 |
Consumer Defensive | 7.540 | 7.478 |
Energy | 5.470 | 3.547 |
Basic Materials | 5.110 | 3.980 |
Real Estate | 1.570 | 2.752 |
Utilities | 1.010 | 2.565 |
Number of long holdings: 151
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BNP Paribas InstiCash USD 1D LVNAV I Cap | LU0090884072 | 5.27 | - | - | |
Apple | US0378331005 | 4.78 | 211.26 | -0.09% | |
Microsoft | US5949181045 | 4.07 | 454.27 | +0.25% | |
NVIDIA | US67066G1040 | 3.39 | 135.40 | +0.42% | |
Berkshire Hathaway B | US0846707026 | 2.52 | 514.31 | +1.38% | |
Amazon.com | US0231351067 | 2.09 | 205.59 | +0.20% | |
Shell | GB00BP6MXD84 | 2.00 | 29.84 | +0.85% | |
JPMorgan | US46625H1005 | 1.67 | 267.56 | +0.03% | |
J&J | US4781601046 | 1.60 | 151.33 | +1.15% | |
Meta Platforms | US30303M1027 | 1.48 | 640.34 | -0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Regard Actions Euro | 531.03M | 6.58 | 13.30 | 6.61 | ||
Regard Selectif Actions Europeennes | 302.46M | 5.43 | 6.61 | 5.09 | ||
Regard Actions | 18.99M | 2.68 | 10.73 | 5.68 | ||
Regard Prudent | 12.24M | 2.09 | 2.33 | 1.49 |
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