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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.410 | 2.480 | 0.070 |
Stocks | 69.050 | 69.050 | 0.000 |
Bonds | 27.150 | 27.150 | 0.000 |
Other | 1.390 | 1.390 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.362 | 16.301 |
Price to Book | 2.311 | 2.489 |
Price to Sales | 1.751 | 1.897 |
Price to Cash Flow | 11.529 | 11.258 |
Dividend Yield | 2.955 | 2.695 |
5 Years Earnings Growth | 11.039 | 13.942 |
Name | Net % | Category Average |
---|---|---|
Consumer Defensive | 15.700 | 13.683 |
Technology | 15.580 | 15.848 |
Financial Services | 14.990 | 15.781 |
Industrials | 10.820 | 10.194 |
Real Estate | 9.110 | 6.423 |
Basic Materials | 8.030 | 8.739 |
Communication Services | 7.630 | 8.055 |
Healthcare | 7.080 | 8.281 |
Consumer Cyclical | 6.780 | 7.779 |
Energy | 2.620 | 3.465 |
Utilities | 1.660 | 1.749 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 28.30 | 119.00 | +0.18% | |
ESGMEX ISHRS | MX1BES040009 | 20.81 | 46.16 | +0.00% | |
iShares Core MSCI EAFE ETF | - | 11.09 | - | - | |
BLK Liquidez México - Corto Plazo IV SA de CV F.I. | MX51BL0H0010 | 8.76 | 5.196 | +0.03% | |
BLK Deuda Gubernamental México - Largo Plazo SA de | MX51BL180013 | 8.66 | 83.662 | +0.34% | |
BLK Deuda Referenciada a Inflación - Muy Largo Pla | MX51BL190038 | 8.66 | 37.966 | +0.41% | |
iShares Core MSCI Emerging Markets ETF | - | 4.81 | - | - | |
iShares Core U.S. REIT | US4642885218 | 4.29 | 53.45 | -0.21% | |
iShares J. P. Morgan $ EM Bond UCITS ETF MXN Hedge | IE00BDDRH417 | 3.19 | 718.70 | 0.00% | |
iShares Diverisified Commodity SWAP UCITS USD | IE00BDFL4P12 | 1.42 | 6.40 | -0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BLK Materias Primas A | 23.76B | 4.36 | 7.76 | 1.62 | ||
BLK Materias Primas B1-B | 23.76B | 3.93 | 6.81 | - | ||
BLK Materias Primas B1-C | 23.76B | 3.77 | 6.49 | -0.16 | ||
BLK Materias Primas C0-A | 23.76B | 4.36 | 7.76 | - | ||
BLK PEG Balanceado Intl A | 7.2B | 0.42 | -5.21 | 1.22 |
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