Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 55.010 | 55.010 | 0.000 |
Bonds | 45.870 | 47.070 | 1.200 |
Convertible | 0.120 | 0.120 | 0.000 |
Other | 0.070 | 0.080 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.519 | 16.385 |
Price to Book | 2.325 | 2.351 |
Price to Sales | 1.976 | 1.742 |
Price to Cash Flow | 11.800 | 11.352 |
Dividend Yield | 2.255 | 2.364 |
5 Years Earnings Growth | 10.536 | 11.036 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.010 | 17.840 |
Technology | 18.990 | 16.991 |
Industrials | 13.950 | 22.508 |
Healthcare | 11.540 | 12.829 |
Consumer Cyclical | 10.740 | 8.633 |
Communication Services | 7.920 | 6.165 |
Consumer Defensive | 5.580 | 5.812 |
Real Estate | 5.570 | 3.572 |
Basic Materials | 5.190 | 4.660 |
Utilities | 1.520 | 1.703 |
Energy | 0.010 | 1.046 |
Number of long holdings: 22
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi IS Global AGG SRI I13HSK C | LU2562901038 | 10.06 | - | - | |
Captor Aster Global Credit Short-Term A | SE0017832314 | 9.68 | - | - | |
Captor Aster Global Credit A | SE0015243878 | 9.65 | - | - | |
SPP Aktiefond USA | SE0000594111 | 8.38 | 564.006 | +0.45% | |
Swedbank Robur Access USA | SE0007074083 | 8.37 | 671.840 | +0.53% | |
Amundi IS MSCI USA SRI PAB I13 C | LU2059754973 | 8.28 | - | - | |
AMF Räntefond Mix | SE0004324424 | 8.18 | 111.460 | -0.10% | |
Swedbank Robur Access Japan | SE0007074091 | 5.29 | 208.210 | -1.69% | |
Avanza Sverige | SE0014956850 | 5.28 | - | - | |
SPP Global Företagsobligationsfond A | SE0010831578 | 4.82 | 101.090 | +0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Avanza Zero | 50.43B | 6.77 | 7.97 | 9.86 | ||
SE0011527613 | 28.62B | 15.48 | 16.22 | - | ||
Avanza 75 | 17.06B | 8.86 | 7.35 | 9.41 | ||
SE0009779705 | 6B | 11.61 | 9.21 | - | ||
SE0009779697 | 4.35B | 9.82 | 8.18 | - |
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