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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 13.340 | 14.870 | 1.530 |
Shares | 43.700 | 43.980 | 0.280 |
Bonds | 35.410 | 35.550 | 0.140 |
Convertible | 0.540 | 0.540 | 0.000 |
Other | 7.000 | 7.060 | 0.060 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.372 | 16.027 |
Price to Book | 2.102 | 2.316 |
Price to Sales | 1.032 | 1.650 |
Price to Cash Flow | 9.438 | 9.428 |
Dividend Yield | 3.052 | 2.517 |
5 Years Earnings Growth | 11.215 | 11.128 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 25.660 | 12.542 |
Financial Services | 16.880 | 15.075 |
Technology | 15.670 | 19.160 |
Communication Services | 12.640 | 7.138 |
Industrials | 7.950 | 12.271 |
Consumer Defensive | 5.040 | 8.090 |
Consumer Cyclical | 4.830 | 12.271 |
Utilities | 4.770 | 3.511 |
Basic Materials | 3.740 | 7.025 |
Real Estate | 2.820 | 2.549 |
Number of long holdings: 133
Number of short holdings: 26
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 2.5% | - | 3.94 | - | - | |
Germany 3.1 18-Sep-2025 | DE000BU22023 | 3.61 | 99.850 | +0.06% | |
Germany 2.5 13-Mar-2025 | DE000BU22007 | 3.61 | 99.227 | +0.02% | |
Microsoft | US5949181045 | 2.94 | 406.32 | +1.82% | |
United States Treasury Notes 0.375% | - | 2.89 | - | - | |
Alphabet C | US02079K1079 | 2.83 | 173.69 | +9.97% | |
AXA | FR0000120628 | 2.75 | 33.85 | +0.15% | |
Xtrackers IE Physical Gold ETC | DE000A2T0VU5 | 2.60 | 35.98 | +0.05% | |
United States Treasury Notes 2.375% | - | 2.60 | - | - | |
Bund Tf 1% Ag25 Eur | DE0001102382 | 2.42 | 97.23 | +0.02% |
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