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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.810 | 14.860 | 13.050 |
Shares | 75.690 | 75.710 | 0.020 |
Bonds | 16.700 | 22.020 | 5.320 |
Convertible | 4.950 | 4.950 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 0.720 | 1.430 | 0.710 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.061 | 14.821 |
Price to Book | 2.260 | 2.047 |
Price to Sales | 1.983 | 1.530 |
Price to Cash Flow | 11.349 | 9.040 |
Dividend Yield | 2.626 | 3.316 |
5 Years Earnings Growth | 8.187 | 11.144 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.060 | 17.722 |
Financial Services | 14.800 | 19.073 |
Real Estate | 13.170 | 3.826 |
Industrials | 12.370 | 12.438 |
Healthcare | 10.320 | 10.634 |
Consumer Cyclical | 7.940 | 13.841 |
Consumer Defensive | 7.580 | 7.151 |
Communication Services | 6.640 | 7.742 |
Utilities | 4.490 | 5.847 |
Basic Materials | 3.170 | 8.057 |
Energy | 2.470 | 9.515 |
Number of long holdings: 39
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 7.98 | 40.72 | -0.42% | |
iShares Edge S&P 500 Minimum Volatility UCITS EUR | IE00BYX8XD24 | 5.72 | 10.10 | -0.10% | |
iShares European Property Yield UCITS | IE00B0M63284 | 5.39 | 2,671.3 | +0.01% | |
Bantleon Glbl Cnvrts Invmt Grd IXT USD | LU1732803868 | 5.08 | - | - | |
SPDR S&P US Dividend Aristocrats UCITS Dis | IE00B6YX5D40 | 5.07 | 57.72 | +0.28% | |
FI Instl US Eq Sel US Dollar | IE00BYVJ8M18 | 4.91 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 4.57 | 1,282.66 | -0.42% | |
Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 4.56 | 90.64 | -0.40% | |
Brown Advisory US Smaller Companies C USD Acc | IE00B5510F71 | 3.89 | 32.050 | -0.12% | |
SPDR S&P 500 ESG Screened UCITS | IE00BH4GPZ28 | 3.42 | 39.32 | -0.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 242.38M | -7.17 | 6.74 | 3.99 | ||
MF Chance | 522.66M | -2.18 | 5.29 | 4.65 | ||
MF Wachstum | 393.56M | -1.03 | 5.23 | 3.83 | ||
MF Top Mix Strategie TMS | 715.19M | -0.29 | 4.11 | 3.09 | ||
MF Sicherheit | 109.36M | 0.37 | 2.63 | 1.17 |
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