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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 0.290 | 0.000 |
Stocks | 99.740 | 99.740 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.171 | 11.795 |
Price to Book | 1.418 | 1.540 |
Price to Sales | 2.382 | 1.899 |
Price to Cash Flow | 12.632 | 12.414 |
Dividend Yield | 2.992 | 3.018 |
5 Years Earnings Growth | 11.263 | 10.054 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 96.380 | 93.736 |
Technology | 2.990 | 6.108 |
Industrials | 0.360 | 2.437 |
Consumer Cyclical | 0.170 | 3.056 |
Real Estate | 0.070 | 0.813 |
Communication Services | 0.030 | 1.663 |
Number of long holdings: 53
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 6.32 | 232.44 | +3.22% | |
Berkshire Hathaway B | US0846707026 | 5.79 | 514.60 | +2.05% | |
Visa A | US92826C8394 | 5.27 | 331.80 | +0.99% | |
BlackRock | US09290D1019 | 4.75 | 928.70 | +3.14% | |
Nasdaq Inc | US6311031081 | 4.51 | 73.26 | +1.85% | |
Progressive | US7433151039 | 4.15 | 283.69 | +1.54% | |
AXA | FR0000120628 | 4.08 | 38.83 | +0.18% | |
ICE | US45866F1049 | 3.63 | 171.06 | +1.14% | |
BNP Paribas | FR0000131104 | 3.44 | 75.72 | +2.95% | |
iShares MSCI World Financials Sector ESG UCITS USD | IE00BJ5JP097 | 3.34 | 6.34 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DSC Equity Fund Consumer Staples A | 2.94M | 2.24 | 0.54 | 2.47 | ||
DSC Equity Fund Consumer Discretion | 574.93K | 3.96 | 8.38 | 7.71 | ||
DSC Equity Fund Industrials A | 1.15M | 4.71 | 6.61 | 6.76 |
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