Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 41.710 | 41.710 | 0.000 |
Bonds | 53.500 | 56.600 | 3.100 |
Convertible | 0.720 | 0.720 | 0.000 |
Other | 4.750 | 4.760 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.598 | 16.121 |
Price to Book | 2.386 | 2.480 |
Price to Sales | 2.009 | 1.902 |
Price to Cash Flow | 11.805 | 12.052 |
Dividend Yield | 2.260 | 2.388 |
5 Years Earnings Growth | 10.535 | 11.128 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.250 | 17.086 |
Financial Services | 17.880 | 17.908 |
Industrials | 13.630 | 23.008 |
Healthcare | 11.250 | 12.339 |
Consumer Cyclical | 10.000 | 8.375 |
Communication Services | 7.760 | 6.235 |
Consumer Defensive | 5.310 | 5.738 |
Real Estate | 4.940 | 3.938 |
Basic Materials | 4.380 | 4.528 |
Utilities | 1.590 | 1.691 |
Number of long holdings: 24
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi IS Global AGG SRI I13HSK C | LU2562901038 | 19.80 | - | - | |
AMF Räntefond Mix | SE0004324424 | 19.45 | 114.950 | +0.31% | |
SPP Aktiefond USA | SE0000594111 | 6.25 | 662.867 | +0.57% | |
Swedbank Robur Access USA | SE0007074083 | 6.25 | 792.220 | -0.16% | |
Amundi IS MSCI USA SRI PAB I13 C | LU2059754973 | 6.06 | - | - | |
Danske Invest Sverige Kort Ränta SA | LU1349496940 | 4.69 | - | - | |
Swedbank Robur Access Japan | SE0007074091 | 3.67 | 215.970 | +0.76% | |
Captor Aster Global Credit Short-Term A | SE0017832314 | 3.37 | - | - | |
Captor Aster Global Credit A | SE0015243878 | 3.36 | - | - | |
Öhman Etisk Emerging Markets A | SE0004578615 | 3.35 | 260.610 | +0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Avanza Zero | 52.11B | 9.18 | 6.63 | 9.48 | ||
SE0011527613 | 35.73B | 23.06 | 14.23 | - | ||
Avanza 75 | 19.07B | 14.99 | 7.04 | 8.78 | ||
SE0009779705 | 6.61B | 16.84 | 7.71 | - | ||
SE0009779697 | 4.92B | 14.85 | 7.10 | - |
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