Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.670 | 7.670 | 0.000 |
Stocks | 21.860 | 21.860 | 0.000 |
Bonds | 70.130 | 70.230 | 0.100 |
Convertible | 0.420 | 0.420 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.758 | 16.263 |
Price to Book | 3.987 | 2.461 |
Price to Sales | 2.747 | 1.786 |
Price to Cash Flow | 15.063 | 10.376 |
Dividend Yield | 1.451 | 2.574 |
5 Years Earnings Growth | 12.283 | 10.957 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.890 | 20.809 |
Financial Services | 13.370 | 16.448 |
Healthcare | 11.530 | 12.380 |
Consumer Cyclical | 10.990 | 11.033 |
Communication Services | 9.370 | 7.026 |
Industrials | 7.390 | 11.745 |
Consumer Defensive | 4.550 | 7.333 |
Energy | 2.830 | 3.675 |
Basic Materials | 2.460 | 5.212 |
Real Estate | 2.460 | 4.023 |
Utilities | 2.160 | 3.437 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gutmann Europa Anleihefonds T | AT0000A1QDW2 | 27.12 | - | - | |
Gutmann Open Duration Fund EUR T | AT0000A1XM27 | 22.10 | - | - | |
Gutmann Reserve T1 | AT0000A1GUV9 | 13.15 | - | - | |
Gutmann Euro Anleihen Nachhaltgktfds T | AT0000A15Q63 | 12.34 | - | - | |
iShares MSCI USA ESG Screened UCITS Acc | IE00BFNM3G45 | 10.20 | 11.66 | -1.44% | |
UBS Irl plc MSCI USA A-acc | IE00BD4TXS21 | 10.18 | 33.72 | -1.32% | |
Gutmann Euro Short-Term Anleihefonds A | AT0000611181 | 1.65 | 102.090 | -0.05% | |
UBS MSCI Emerging Markets | LU0480132876 | 1.58 | 101.34 | -1.16% | |
Herald(Lux)-Us Absolute Return | LU0350637061 | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OBV Invest A | 53.59M | 6.87 | 1.70 | 2.83 | ||
Zurich Kosmos Invest A | 8.76M | 5.51 | 2.51 | 3.77 | ||
UNIQA Wachstum T | 2.12M | 6.80 | 2.22 | 4.08 | ||
UNIQA Wachstum VT | 66.62K | 7.65 | 1.50 | 3.89 |
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