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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.390 | 12.170 | 7.780 |
Stocks | 27.050 | 27.050 | 0.000 |
Bonds | 37.020 | 38.460 | 1.440 |
Other | 31.540 | 31.590 | 0.050 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.766 | 15.126 |
Price to Book | 1.766 | 2.134 |
Price to Sales | 1.552 | 1.435 |
Price to Cash Flow | 9.429 | 9.062 |
Dividend Yield | 3.184 | 3.000 |
5 Years Earnings Growth | 10.619 | 10.671 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.280 | 16.733 |
Technology | 18.970 | 16.617 |
Industrials | 16.520 | 14.399 |
Consumer Cyclical | 10.510 | 11.384 |
Real Estate | 9.200 | 2.721 |
Healthcare | 6.910 | 12.663 |
Basic Materials | 4.980 | 6.285 |
Consumer Defensive | 4.310 | 8.088 |
Energy | 4.040 | 4.963 |
Communication Services | 3.650 | 6.224 |
Utilities | 1.630 | 4.649 |
Number of long holdings: 22
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tailor Crédit Short Duration I | FR0013287646 | 19.63 | - | - | |
Tailor Crédit Rendement Cible I | FR0011819036 | 18.49 | - | - | |
BNP Paribas Easy JPM ESG EMU Government Bond IG 3- | LU2244387457 | 13.84 | 9.27 | -0.17% | |
Tailor Actions Avenir ISR I | FR0013342060 | 6.79 | - | - | |
Tailor Credit 2028 I | FR001400BW13 | 6.36 | - | - | |
UBS ETF - EURO STOXX 50 ESG UCITS ETF A EUR Dis | LU1971906802 | 6.15 | 18.03 | -0.08% | |
Amundi S&P 500 ESG ETF Acc EUR | IE000KXCEXR3 | 5.73 | - | - | |
Lyxor UCITS iBoxx USD Treasuries 10Y+ DR | LU1407890620 | 4.75 | 103.85 | -0.65% | |
Xtrackers S&P 500 Equal Weight ESG UCITS 1C | IE0004MFRED4 | 4.47 | 41.16 | -0.04% | |
Union + IC | FR0000009987 | 3.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Epargne Patrimoine B | 84.93M | 2.06 | 0.60 | 1.10 | ||
Epargne Patrimoine I | 84.93M | 2.36 | 1.49 | 1.95 |
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