
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.640 | 14.800 | 13.160 |
Shares | 75.350 | 75.380 | 0.030 |
Bonds | 17.300 | 22.470 | 5.170 |
Convertible | 4.940 | 4.940 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 0.640 | 1.370 | 0.730 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.327 | 14.903 |
Price to Book | 2.264 | 2.064 |
Price to Sales | 1.992 | 1.547 |
Price to Cash Flow | 11.531 | 8.952 |
Dividend Yield | 2.651 | 3.309 |
5 Years Earnings Growth | 8.214 | 11.212 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.240 | 18.067 |
Financial Services | 14.990 | 19.153 |
Real Estate | 12.970 | 3.715 |
Industrials | 11.980 | 12.104 |
Healthcare | 9.700 | 10.495 |
Consumer Cyclical | 8.220 | 13.878 |
Consumer Defensive | 7.600 | 7.134 |
Communication Services | 6.890 | 7.823 |
Utilities | 4.420 | 5.816 |
Basic Materials | 3.560 | 8.094 |
Energy | 2.440 | 9.504 |
Number of long holdings: 40
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 8.08 | 44.03 | +0.76% | |
iShares Edge S&P 500 Minimum Volatility UCITS EUR | IE00BYX8XD24 | 5.60 | 10.33 | +0.58% | |
iShares European Property Yield UCITS | IE00B0M63284 | 5.25 | 2,636.3 | +0.11% | |
Bantleon Glbl Cnvrts Invmt Grd IXT USD | LU1732803868 | 5.08 | - | - | |
SPDR S&P US Dividend Aristocrats UCITS Dis | IE00B6YX5D40 | 4.91 | 57.75 | +0.36% | |
FI Instl US Eq Sel US Dollar | IE00BYVJ8M18 | 4.77 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 4.44 | 1,341.17 | +0.68% | |
Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 4.42 | 94.78 | +0.16% | |
Brown Advisory US Smaller Companies C USD Acc | IE00B5510F71 | 3.69 | 32.270 | +0.40% | |
SPDR S&P 500 ESG Screened UCITS | IE00BH4GPZ28 | 3.36 | 41.02 | +0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 243.06M | -7.17 | 6.74 | 3.99 | ||
MF Chance | 527.37M | -1.98 | 5.38 | 5.32 | ||
MF Wachstum | 398.15M | -0.87 | 5.25 | 4.41 | ||
MF Top Mix Strategie TMS | 722.24M | -0.14 | 4.36 | 3.66 | ||
MF Sicherheit | 110.63M | 0.47 | 2.79 | 1.45 |
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