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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.220 | 14.870 | 13.650 |
| Shares | 75.200 | 75.220 | 0.020 |
| Bonds | 17.680 | 22.810 | 5.130 |
| Convertible | 5.130 | 5.130 | 0.000 |
| Preferred | 0.120 | 0.120 | 0.000 |
| Other | 0.650 | 1.410 | 0.760 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 17.230 | 14.719 |
| Price to Book | 2.277 | 2.073 |
| Price to Sales | 2.036 | 1.560 |
| Price to Cash Flow | 11.587 | 9.036 |
| Dividend Yield | 2.603 | 3.303 |
| 5 Years Earnings Growth | 8.160 | 11.027 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 17.760 | 18.136 |
| Financial Services | 15.080 | 19.143 |
| Real Estate | 12.810 | 3.635 |
| Industrials | 11.870 | 11.984 |
| Healthcare | 9.130 | 10.483 |
| Consumer Cyclical | 8.580 | 13.967 |
| Consumer Defensive | 7.220 | 7.060 |
| Communication Services | 6.630 | 7.906 |
| Utilities | 4.440 | 5.722 |
| Basic Materials | 3.820 | 8.089 |
| Energy | 2.650 | 9.506 |
Number of long holdings: 40
Number of short holdings: 0
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 8.43 | 45.16 | +0.94% | |
| iShares Edge S&P 500 Minimum Volatility UCITS EUR | IE00BYX8XD24 | 5.62 | 10.39 | +0.29% | |
| Bantleon Glbl Cnvrts Invmt Grd IXT USD | LU1732803868 | 5.16 | - | - | |
| iShares European Property Yield UCITS | IE00B0M63284 | 5.08 | 2,723.0 | -0.84% | |
| FI Instl US Eq Sel US Dollar | IE00BYVJ8M18 | 4.86 | - | - | |
| SPDR S&P US Dividend Aristocrats UCITS Dis | IE00B6YX5D40 | 4.79 | 58.02 | -0.26% | |
| Source S&P 500 UCITS | IE00B3YCGJ38 | 4.51 | 1,364.97 | +0.84% | |
| Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 4.49 | 97.51 | +0.59% | |
| Brown Advisory US Smaller Companies C USD Acc | IE00B5510F71 | 3.64 | 32.960 | +0.18% | |
| SPDR S&P 500 ESG Screened UCITS | IE00BH4GPZ28 | 3.41 | 42.15 | +0.91% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Wachstum Deutschland (VaR 25) | 247.04M | -2.86 | 8.41 | 5.77 | ||
| MF Chance | 538.13M | -0.96 | 7.82 | 5.86 | ||
| MF Wachstum | 404.78M | 0.14 | 7.51 | 4.87 | ||
| MF Top Mix Strategie TMS | 733.83M | 0.22 | 6.60 | 4.01 | ||
| MF Sicherheit | 111.54M | 1.11 | 4.50 | 1.66 |
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