Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 7.870 | 8.540 | 0.670 |
| Shares | 42.730 | 42.730 | 0.000 |
| Bonds | 49.340 | 49.340 | 0.000 |
| Other | 0.060 | 0.060 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 15.393 | 18.250 |
| Price to Book | 2.504 | 3.213 |
| Price to Sales | 1.931 | 2.383 |
| Price to Cash Flow | 11.622 | 12.509 |
| Dividend Yield | 2.578 | 1.924 |
| 5 Years Earnings Growth | 9.348 | 10.758 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 17.880 | 28.328 |
| Financial Services | 16.230 | 13.744 |
| Consumer Defensive | 13.940 | 8.356 |
| Basic Materials | 11.600 | 7.003 |
| Industrials | 10.760 | 10.450 |
| Communication Services | 9.070 | 10.118 |
| Consumer Cyclical | 7.050 | 8.895 |
| Healthcare | 6.810 | 7.066 |
| Real Estate | 3.270 | 3.027 |
| Energy | 1.950 | 2.168 |
| Utilities | 1.440 | 1.884 |
Number of long holdings: 46
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| HSBC-V2 SA de CV F.I.R.V. BNF | MX52HS0000A0 | 14.75 | 18.794 | +0.20% | |
| HSBC-D2 SA de CV F.I.I.D. BNF | MX51HS0700G4 | 12.47 | 12.543 | +0.02% | |
| Gob de Mexico BONOS (20 Años) 8.5% 01/03/29 | MX0MGO0001F1 | 7.25 | - | - | |
| iShares MSCI ACWI | US4642882579 | 4.95 | 142.46 | +0.51% | |
| Vanguard S&P 500 | US9229083632 | 4.77 | 632.67 | +0.47% | |
| HSBC S&P 500 UCITS USD (Acc) | IE000JZ473P7 | 4.32 | 66.52 | +0.29% | |
| Gob de Mexico BONOS (20 Años) 8.5% 02/03/28 | MX0MGO0001G9 | 3.78 | - | - | |
| iShares iBoxx $ Invmt Grade Corp Bd ETF | - | 3.57 | - | - | |
| iShares Short Treasury Bond ETF | - | 3.41 | - | - | |
| iShares JP Morgan USD Em Mkts Bd ETF | - | 3.38 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| HSBC-V2 BFP | 2.36B | 28.53 | 10.36 | 4.40 | ||
| HSBC-V2 BFV | 2.36B | 28.74 | 10.61 | 4.65 | ||
| HSBC-V2 BFS | 2.36B | 28.26 | 10.07 | 3.91 | ||
| HSBC-V2 BI1 | 2.36B | 32.14 | 13.79 | 7.42 | ||
| HSBC-V2 A | 2.36B | 31.84 | 13.49 | 6.48 |
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