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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.670 | 43.110 | 26.440 |
Stocks | 18.200 | 18.200 | 0.000 |
Bonds | 63.470 | 63.550 | 0.080 |
Convertible | 0.450 | 0.450 | 0.000 |
Other | 1.200 | 1.920 | 0.720 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.154 | 15.267 |
Price to Book | 1.606 | 2.202 |
Price to Sales | 1.662 | 1.543 |
Price to Cash Flow | 10.606 | 9.603 |
Dividend Yield | 3.928 | 3.003 |
5 Years Earnings Growth | 9.989 | 10.546 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.840 | 17.242 |
Industrials | 17.830 | 15.075 |
Financial Services | 15.820 | 16.976 |
Real Estate | 13.650 | 2.837 |
Energy | 7.750 | 4.677 |
Healthcare | 6.140 | 12.232 |
Basic Materials | 5.800 | 6.027 |
Consumer Cyclical | 4.680 | 10.651 |
Consumer Defensive | 2.890 | 7.290 |
Utilities | 2.070 | 4.774 |
Communication Services | 1.520 | 6.400 |
Number of long holdings: 23
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tailor Crédit Rendement Cible I | FR0011819036 | 17.86 | - | - | |
Tailor Crédit Short Duration I | FR0013287646 | 15.72 | - | - | |
iShares € Corp Bond ESG UCITS EUR (Acc) | IE000L2TO2T2 | 12.54 | 5.22 | 0.00% | |
BNP Paribas Easy JPM ESG EMU Government Bond IG 3- | LU2244387457 | 10.01 | 9.59 | -0.10% | |
Tailor Actions Avenir ISR I | FR0013342060 | 6.58 | - | - | |
Tailor Credit 2028 I | FR001400BW13 | 6.55 | - | - | |
Neuberger Berman Eurp HY Bd EUR Y Acc | IE000TAL07E4 | 5.76 | - | - | |
Lyxor US Treasury 10+Y (DR) UCITS Acc | LU1407890547 | 4.42 | 6.63 | -0.60% | |
Federal Support Monétaire ESG SI | FR0007045109 | 4.40 | - | - | |
Xtrackers S&P 500 Equal Weight ESG UCITS 1C | IE0004MFRED4 | 3.64 | 45.09 | -0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Epargne Patrimoine B | 78.16M | 5.77 | 1.42 | 1.35 | ||
Epargne Patrimoine I | 78.16M | 6.54 | 2.30 | 2.21 |
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