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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.030 | 19.490 | 14.460 |
Shares | 70.600 | 70.800 | 0.200 |
Bonds | 11.420 | 18.240 | 6.820 |
Convertible | 3.260 | 3.260 | 0.000 |
Other | 9.690 | 9.870 | 0.180 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.571 | 14.257 |
Price to Book | 2.410 | 1.971 |
Price to Sales | 1.748 | 1.486 |
Price to Cash Flow | 11.034 | 9.037 |
Dividend Yield | 2.557 | 3.328 |
5 Years Earnings Growth | 10.157 | 11.914 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.680 | 17.303 |
Financial Services | 16.990 | 17.757 |
Industrials | 10.930 | 11.745 |
Consumer Cyclical | 10.250 | 14.364 |
Healthcare | 10.110 | 11.521 |
Consumer Defensive | 7.280 | 7.240 |
Communication Services | 6.910 | 7.984 |
Basic Materials | 4.860 | 8.587 |
Utilities | 4.230 | 5.933 |
Energy | 3.980 | 9.770 |
Real Estate | 3.800 | 3.293 |
Number of long holdings: 42
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Source S&P 500 UCITS | IE00B3YCGJ38 | 8.34 | 1,070.37 | -0.03% | |
Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 8.15 | 81.63 | -0.50% | |
Invesco FTSE RAFI US 1000 UCITS | IE00B23D8S39 | 4.99 | 2,484.00 | -0.05% | |
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 4.74 | 34.29 | +0.21% | |
Fidelity Sustainable Research Enhanced Europe Equi | IE00BKSBGT50 | 4.12 | 8.65 | +0.59% | |
SPDR S&P 500 ESG Screened UCITS | IE00BH4GPZ28 | 4.03 | 36.41 | -0.53% | |
Fisher Invst Instl US Eq ESG USD Acc | IE00BYVJ8M18 | 3.89 | - | - | |
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ908 | 3.75 | 9.16 | -0.42% | |
Lyxor UCITS Commodities Thomson Reuters/Corecommod | LU1829218749 | 3.55 | 23.70 | -0.61% | |
SSgA SPDR S&P US Dividend Aristocrats | IE00B6YX5D40 | 3.33 | 56.07 | -0.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 258.05M | -13.32 | 1.02 | 5.96 | ||
MF Chance | 536.18M | 7.01 | 3.73 | 5.98 | ||
MF Wachstum | 391.99M | 6.19 | 3.83 | 4.80 | ||
MF Top Mix Strategie TMS | 715.91M | 5.13 | 0.93 | 4.11 | ||
MF Sicherheit | 110.05M | 2.23 | 0.66 | 1.45 |
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