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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.780 | 3.430 | 0.650 |
Shares | 87.010 | 87.010 | 0.000 |
Bonds | 10.020 | 10.020 | 0.000 |
Convertible | 0.070 | 0.070 | 0.000 |
Other | 0.110 | 0.110 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.516 | 13.016 |
Price to Book | 2.469 | 2.082 |
Price to Sales | 2.226 | 1.626 |
Price to Cash Flow | 11.612 | 8.967 |
Dividend Yield | 2.313 | 3.566 |
5 Years Earnings Growth | 8.480 | 10.505 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.460 | 22.190 |
Technology | 15.500 | 10.616 |
Consumer Cyclical | 15.390 | 13.963 |
Consumer Defensive | 13.710 | 9.330 |
Communication Services | 10.230 | 11.987 |
Healthcare | 6.940 | 6.260 |
Real Estate | 5.740 | 9.443 |
Industrials | 4.550 | 7.411 |
Utilities | 2.240 | 1.229 |
Energy | 1.720 | 3.244 |
Basic Materials | 1.520 | 11.312 |
Number of long holdings: 37
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Edge S&P 500 Min Vol | IE00B6SPMN59 | 11.08 | 89.020 | -0.64% | |
iShares Core EURO STOXX 50 ETF EUR | IE00B53L3W79 | 9.11 | 199.60 | +0.15% | |
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 6.97 | 39.92 | +0.58% | |
iShares China Large Cap UCITS | IE00B02KXK85 | 5.05 | 8,129.0 | +0.79% | |
iShares Core MSCI Japan IMI UCITS ETF USD | IE00B4L5YX21 | 4.68 | 62.35 | +0.02% | |
Berkshire Hathaway B | US0846707026 | 3.83 | 464.19 | +1.11% | |
Microsoft | US5949181045 | 3.63 | 527.74 | -1.47% | |
JPMorgan | US46625H1005 | 3.52 | 291.37 | -0.98% | |
iShares $ Emerging Markets Corporate Bond UCITS | IE00B6TLBW47 | 3.47 | 90.41 | -0.09% | |
iShares Global High Yield Corporate Bond UCITS | IE00B74DQ490 | 3.45 | 91.63 | +0.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Truffle MET Flexible Fund A | 13.98B | 16.99 | 13.68 | 9.71 | ||
Truffle MET Flexible Fund C | 13.98B | 17.09 | 13.88 | 10.03 | ||
Truffle MET Flexible Fund D | 13.98B | 17.15 | 14.01 | 10.15 | ||
Sanlam Investment Management Inflat | 10.35B | 4.91 | 10.48 | 7.53 | ||
Sanlam Investment Inflation Plus B1 | 10.35B | 4.26 | 9.09 | 6.18 |
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