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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.140 | 7.930 | 0.790 |
Stocks | 68.810 | 69.590 | 0.780 |
Bonds | 23.720 | 23.720 | 0.000 |
Convertible | 0.210 | 0.210 | 0.000 |
Other | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.885 | 15.072 |
Price to Book | 1.638 | 2.058 |
Price to Sales | 1.269 | 1.391 |
Price to Cash Flow | 7.492 | 8.571 |
Dividend Yield | 5.434 | 2.943 |
5 Years Earnings Growth | 8.511 | 10.400 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.330 | 16.715 |
Technology | 15.420 | 15.423 |
Industrials | 12.810 | 14.333 |
Consumer Cyclical | 10.490 | 12.296 |
Consumer Defensive | 6.930 | 8.552 |
Healthcare | 6.830 | 11.823 |
Energy | 6.500 | 4.883 |
Basic Materials | 6.440 | 6.446 |
Real Estate | 6.220 | 2.488 |
Communication Services | 5.190 | 5.868 |
Utilities | 4.830 | 4.429 |
Number of long holdings: 17
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Xtrackers Euro Stoxx 50 UCITS ETF 1D | LU0274211217 | 16.66 | 4,415.0 | +1.01% | |
Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 11.89 | 81.85 | -0.80% | |
iShares Emerging Markets Dividend UCITS | IE00B652H904 | 10.15 | 15.15 | +0.13% | |
iShares MSCI Europe Quality Dividend UCITS ETF EUR | IE00BYYHSM20 | 7.90 | 522.70 | +0.69% | |
iShares UK Dividend UCITS | IE00B0M63060 | 7.08 | 732.60 | +0.92% | |
Vanguard FTSE Japan USD | IE00B95PGT31 | 6.93 | 35.62 | -0.77% | |
Vanguard EUR Corporate Bond | IE00BZ163G84 | 6.91 | 47.75 | -0.02% | |
iShares Euro High Yield Corporate Bond UCITS | IE00B66F4759 | 6.89 | 92.41 | +0.07% | |
Fidelity US Quality Income Inc | IE00BYXVGX24 | 5.96 | 10.28 | -0.51% | |
db x-trackers II iBoxx Sovereigns Eurozone 1-3 UCI | LU0614173549 | 4.93 | 154.87 | +0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1663838545 | 14.24B | 3.36 | 3.07 | - | ||
LU1747711387 | 2.66B | 6.14 | 4.30 | - | ||
LU1616932866 | 2.66B | 6.59 | 5.43 | - | ||
LU2258443139 | 2.23B | 4.59 | 0.87 | - | ||
LU0329760853 | 2.17B | 2.81 | 2.81 | 4.77 |
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