Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.030 | 3.490 | 2.460 |
Stocks | 23.100 | 26.130 | 3.030 |
Bonds | 27.890 | 29.950 | 2.060 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 47.950 | 52.620 | 4.670 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 7.644 | 10.279 |
Price to Book | 1.245 | 1.395 |
Price to Sales | 0.623 | 1.509 |
Price to Cash Flow | 3.039 | 15.298 |
Dividend Yield | 5.862 | 5.447 |
5 Years Earnings Growth | 15.301 | 15.131 |
Name | Net % | Category Average |
---|---|---|
Basic Materials | 24.890 | 15.151 |
Financial Services | 21.510 | 25.681 |
Energy | 12.200 | 18.525 |
Utilities | 11.890 | -0.692 |
Industrials | 9.360 | 12.687 |
Consumer Cyclical | 8.270 | 11.016 |
Consumer Defensive | 8.160 | 16.346 |
Healthcare | 2.630 | 11.438 |
Communication Services | 1.020 | 2.957 |
Real Estate | 0.130 | -1.478 |
Technology | -0.070 | 1.738 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Spectra V Latam FIM IE | - | 17.91 | - | - | |
Kapitalo PWM FIC FIM | - | 16.24 | - | - | |
Capstone Macro PWM FIC FIM | - | 16.09 | - | - | |
Clave Alpha Macro PWM FIC FIM | - | 13.97 | - | - | |
Prisma PSS Espectro FIM C Priv IE | - | 10.57 | - | - | |
Perfin PWM V FIC FIM C Priv | - | 7.87 | - | - | |
CSHG PERFIN APOLLO 16 FDO DE INVESTIMENTO EM PARTICIPAÇÕES MULTIESTR | BR00RDCTF008 | 6.27 | - | - | |
Bradesco TPF Simples FI RF | - | 4.85 | - | - | |
SECRETARIA TESOURO NACIONAL 01/03/30 | BRSTNCLF1RO9 | 2.81 | - | - | |
Tci Rea Esta Part Ii | - | 2.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PWM CHALLENGER RT FUNDO DE INVESTIM | 452.04M | 20.29 | 6.56 | 12.79 | ||
ONGO PRAZO INVESTIMENTO NO EXTERIOR | 365.97M | 3.57 | 7.17 | 11.59 | ||
PWM JASPE FUNDO DE INVESTIMENTO MUL | 271.12M | 6.36 | 9.03 | 9.52 | ||
PANCETTI FUNDO DE INVESTIMENTO MULT | 110.44M | 9.27 | -0.27 | 11.73 | ||
NOVA BOSSA FUNDO DE INVESTIMENTO MU | 146.78M | 0.19 | 8.54 | 5.77 |
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