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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 18.900 | 24.660 | 5.760 |
Bonds | 76.780 | 80.040 | 3.260 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.370 | 0.390 | 0.020 |
Other | 15.500 | 28.940 | 13.440 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.956 | 10.199 |
Price to Book | 1.354 | 1.435 |
Price to Sales | 0.663 | 0.935 |
Price to Cash Flow | 4.198 | 5.104 |
Dividend Yield | 5.210 | 5.670 |
5 Years Earnings Growth | 16.055 | 14.629 |
Name | Net % | Category Average |
---|---|---|
Utilities | 18.130 | 18.034 |
Industrials | 15.250 | 16.583 |
Consumer Cyclical | 13.670 | 15.361 |
Basic Materials | 13.460 | 13.527 |
Financial Services | 12.250 | 18.858 |
Energy | 12.200 | 7.067 |
Consumer Defensive | 9.080 | 7.929 |
Healthcare | 6.990 | 4.878 |
Technology | 0.270 | 1.038 |
Real Estate | -0.540 | 1.614 |
Communication Services | -0.770 | 0.380 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tera VRB FIM | - | 89.63 | - | - | |
Itaú Soberano Simples FIC FI RF | - | 5.53 | - | - | |
Tesouro IPCA + NTNB 6 15-Aug-2028 | BRSTNCNTB4X0 | 2.72 | 4,257.188 | -0.45% | |
Turim 21 TNB FI RF C Priv | - | 2.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HALLEY FUNDO DE INVESTIMENTO MULTIM | 241.25M | 8.47 | -7.91 | 4.80 | ||
MEL FUNDO DE INVESTIMENTO MULTIMERA | 217.4M | 11.55 | 9.81 | 9.95 | ||
SQUADRO FUNDO DE INVESTIMENTO EM CO | 162.47M | 0.43 | 8.78 | 9.36 | ||
FIL FUNDO DE INVESTIMENTO MULTIMERC | 143.87M | 12.65 | 7.19 | - | ||
PROL MULTIMERCADO CREDITO PRIVADO I | 119.52M | 1.05 | 9.85 | 10.47 |
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