Breaking News
Get 40% Off 0
💰 Buffett reveals a $6.7B stake in Chubb. Copy the full portfolio for FREE with InvestingPro’s Stock Ideas tool Copy Portfolio
Close

Barometer Global Stocks (0P00018IIO)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
198.840 +0.210    +0.11%
16/05 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 159.41M
Type:  Fund
Market:  Israel
Issuer:  Ayalon Mutual Funds Ltd.
ISIN:  IL0051233026 
S/N:  5123302
Asset Class:  Equity
Barometer Global Stocks 198.840 +0.210 +0.11%

0P00018IIO Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Barometer Global Stocks (0P00018IIO) fund. Our Barometer Global Stocks portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 8.320 8.360 0.040
Shares 61.780 61.780 0.000
Bonds 14.870 14.870 0.000
Other 15.040 15.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.865 11.166
Price to Book 3.838 1.658
Price to Sales 2.326 1.297
Price to Cash Flow 14.702 7.965
Dividend Yield 1.292 3.054
5 Years Earnings Growth 11.558 13.262

Sector Allocation

Name  Net % Category Average
Technology 23.010 20.319
Financial Services 21.600 18.599
Healthcare 19.160 6.429
Consumer Cyclical 10.650 7.979
Industrials 9.650 9.607
Consumer Defensive 6.080 4.751
Communication Services 4.870 5.416
Energy 2.410 6.720
Utilities 1.060 4.692
Basic Materials 1.010 4.248
Real Estate 0.490 12.929

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 97

Number of short holdings: 3

Name ISIN Weight % Last Change %
United States Treasury Notes - 10.69 - -
SPDR® S&P 500 ETF Trust - 8.37 - -
SPDR® Dow Jones Industrial Avrg ETF Tr - 6.93 - -
  Financial Select Sector SPDR US81369Y6059 5.09 42.49 +0.73%
Invesco QQQ Trust - 4.54 - -
  Tachlit SAL 4A S&P 500 Currency Hedged IL0011438178 3.74 4,746 0.00%
  KSM 4A S&P 500 Currency Hedged IL0011466047 3.55 5,152 +0.04%
  MTF SAL 4A Nikkei 225 Currency Hedged IL0011505315 3.37 4,052 0.00%
  Health Care Select Sector SPDR US81369Y2090 3.27 146.31 +0.19%
Vanguard S&P 500 ETF - 3.16 - -

Top Equity Funds by Ayalon Mutual Funds Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Barometer Bonds 15/85 1.05B 1.79 2.46 3.64
  IL0051275761 769.78M 8.41 6.69 -
  Ayalon Bank Stocks 625.69M 1.11 14.05 10.01
  Ayalon Model up to 30 262.86M 2.92 3.22 3.61
  IL0051288558 193.71M 3.52 7.45 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00018IIO Comments

Write your thoughts about Barometer Global Stocks
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email