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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.010 | 20.520 | 18.510 |
Stocks | 55.590 | 55.590 | 0.000 |
Bonds | 45.480 | 46.660 | 1.180 |
Convertible | 0.370 | 0.370 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.517 | 16.177 |
Price to Book | 2.971 | 2.338 |
Price to Sales | 2.130 | 1.690 |
Price to Cash Flow | 12.208 | 9.581 |
Dividend Yield | 1.761 | 2.500 |
5 Years Earnings Growth | 12.383 | 11.165 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.690 | 19.371 |
Consumer Cyclical | 15.830 | 12.144 |
Financial Services | 14.060 | 15.130 |
Industrials | 10.170 | 12.271 |
Healthcare | 9.930 | 12.377 |
Communication Services | 8.100 | 7.122 |
Consumer Defensive | 6.860 | 7.952 |
Energy | 3.190 | 4.677 |
Basic Materials | 2.770 | 7.063 |
Utilities | 2.230 | 3.534 |
Real Estate | 2.170 | 2.589 |
Number of long holdings: 31
Number of short holdings: 20
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MS INVF Global Bond ZH1 EUR | LU1618175894 | 12.00 | - | - | |
iShares Global Aggregate Bond Hedged Acc | IE00BDBRDM35 | 11.94 | 4.723 | -9.94% | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 11.47 | 579.75 | +0.08% | |
Source S&P 500 Hedged | IE00BRKWGL70 | 9.88 | 42.89 | +0.42% | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 8.83 | 1,076.66 | +0.08% | |
iShares Core MSCI EMU UCITS ETF EUR | IE00B53QG562 | 4.70 | 176.02 | +1.06% | |
MS INVF Global HY Bd ZH1 | LU2759982817 | 4.41 | - | - | |
iShares Core MSCI Japan IMI UCITS ETF USD | IE00B4L5YX21 | 4.24 | 52.74 | +0.10% | |
Morgan Stanley Investment Funds - Europe Opportuni | LU1387591727 | 3.49 | 49.530 | +0.86% | |
MS INVF US Value J USD Acc | LU2643318467 | 3.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BG Selection Blackrock Global Multi | 495.42M | 3.45 | -0.33 | 3.70 | ||
LUX IM Twentyfour Glbl StratBond EX | 445.08M | 2.54 | -1.81 | - | ||
LUX IM Twentyfour GlblStrat Bond FX | 445.08M | 2.67 | -1.51 | - | ||
LUX IM Twentyfour GlblStratBond DlX | 445.08M | 2.15 | -2.67 | - | ||
LUX IM Twentyfour Glbl StratBond HX | 445.08M | 2.51 | -1.86 | - |
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