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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.930 | 3.420 | 0.490 |
Shares | 42.070 | 42.070 | 0.000 |
Bonds | 41.120 | 41.130 | 0.010 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 13.850 | 13.850 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.641 | 17.383 |
Price to Book | 2.594 | 2.793 |
Price to Sales | 1.868 | 1.951 |
Price to Cash Flow | 12.814 | 11.284 |
Dividend Yield | 2.672 | 2.503 |
5 Years Earnings Growth | 8.396 | 9.557 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.850 | 19.542 |
Financial Services | 15.600 | 16.716 |
Technology | 13.310 | 16.087 |
Consumer Defensive | 11.620 | 11.895 |
Industrials | 10.590 | 11.062 |
Consumer Cyclical | 7.360 | 8.478 |
Real Estate | 7.300 | 3.116 |
Basic Materials | 4.550 | 5.635 |
Communication Services | 3.580 | 5.252 |
Energy | 2.090 | 2.660 |
Utilities | 1.150 | 1.652 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BCV Swiss Franc Bonds Z | CH0213422709 | 27.21 | - | - | |
BCV Swiss Equity Z | CH0213423053 | 15.44 | - | - | |
Zurich Invest Institutional Funds - ZIF Immobilien | CH0180614726 | 12.77 | 1,505.900 | +0.01% | |
SWC (CH) IBF TM AAA-BBB CHF NT CHF | CH0215804664 | 6.68 | - | - | |
SWC (CH) IEF USA NT CHF | CH0383277842 | 5.85 | - | - | |
BCV International Bonds (CHF) C | CH0021722274 | 5.12 | - | - | |
BCV Enhanced US Equity ESG C | CH0021722076 | 5.06 | - | - | |
ETHOS II - Ethos Swiss Sustainable Eq Z | CH0576443482 | 2.49 | - | - | |
BCV Enhanced Europe Equity ESG C | CH0021722035 | 2.49 | - | - | |
BCV Systematic Premia Swiss Equity C | CH0107973254 | 2.25 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV PENSION 25 AP | 745.37M | 3.61 | -1.10 | 2.05 | ||
Synchrony All Caps CH I | 587.48M | 6.45 | 2.55 | 7.60 | ||
Synchrony All Caps CH A | 587.48M | 6.31 | 1.99 | 7.01 | ||
Synchrony Small Mid Caps CH I | 258.79M | 5.82 | 1.31 | 8.22 |
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