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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.460 | 15.780 | 14.320 |
Shares | 75.380 | 75.400 | 0.020 |
Bonds | 17.230 | 22.280 | 5.050 |
Convertible | 4.970 | 4.970 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 0.820 | 1.300 | 0.480 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.914 | 14.828 |
Price to Book | 2.265 | 2.052 |
Price to Sales | 1.993 | 1.547 |
Price to Cash Flow | 11.286 | 9.052 |
Dividend Yield | 2.651 | 3.294 |
5 Years Earnings Growth | 8.133 | 11.151 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.710 | 17.701 |
Financial Services | 14.880 | 19.139 |
Real Estate | 13.600 | 3.593 |
Industrials | 12.070 | 12.362 |
Healthcare | 10.440 | 10.920 |
Consumer Cyclical | 7.830 | 13.999 |
Consumer Defensive | 7.770 | 7.281 |
Communication Services | 6.610 | 7.913 |
Utilities | 4.500 | 5.863 |
Basic Materials | 3.120 | 8.061 |
Energy | 2.470 | 8.985 |
Number of long holdings: 39
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 7.84 | 39.34 | -1.18% | |
iShares Edge S&P 500 Minimum Volatility UCITS EUR | IE00BYX8XD24 | 5.87 | 9.91 | -1.49% | |
iShares European Property Yield UCITS | IE00B0M63284 | 5.68 | 2,648.0 | -0.26% | |
Bantleon Glbl Cnvrts Invmt Grd IXT USD | LU1732803868 | 5.03 | - | - | |
SPDR S&P US Dividend Aristocrats UCITS Dis | IE00B6YX5D40 | 4.96 | 56.66 | -1.31% | |
FI Instl US Eq Sel US Dollar | IE00BYVJ8M18 | 4.71 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 4.45 | 1,237.20 | -2.41% | |
Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 4.43 | 89.18 | -2.52% | |
Brown Advisory US Smaller Companies C USD Acc | IE00B5510F71 | 3.86 | 31.850 | -1.18% | |
SPDR S&P 500 ESG Screened UCITS | IE00BH4GPZ28 | 3.32 | 38.28 | -3.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 241.6M | -7.17 | 6.74 | 3.99 | ||
MF Chance | 521.89M | -5.45 | 5.74 | 4.36 | ||
MF Wachstum | 393.61M | -3.81 | 5.59 | 3.63 | ||
MF Top Mix Strategie TMS | 713.52M | -2.12 | 4.75 | 3.01 | ||
MF Sicherheit | 109.42M | -0.79 | 3.02 | 1.15 |
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