
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.550 | 1.830 | 1.280 |
Stocks | 50.990 | 50.990 | 0.000 |
Bonds | 45.410 | 45.410 | 0.000 |
Convertible | 0.260 | 0.260 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 2.740 | 2.740 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.505 | 14.618 |
Price to Book | 2.055 | 2.068 |
Price to Sales | 1.548 | 1.578 |
Price to Cash Flow | 9.492 | 9.234 |
Dividend Yield | 2.734 | 3.263 |
5 Years Earnings Growth | 9.264 | 11.741 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.840 | 18.444 |
Technology | 18.610 | 18.212 |
Industrials | 13.170 | 12.534 |
Consumer Cyclical | 10.880 | 14.279 |
Healthcare | 10.340 | 11.083 |
Consumer Defensive | 8.640 | 6.900 |
Communication Services | 7.030 | 8.001 |
Utilities | 3.910 | 5.644 |
Basic Materials | 3.700 | 8.131 |
Real Estate | 2.350 | 3.601 |
Energy | 1.520 | 9.166 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Euro Govt Bond 7-10 | IE00B1FZS806 | 13.95 | 163.71 | +0.75% | |
Ampega AmerikaPlus Aktienfonds | DE000A0MY039 | 9.54 | 311.060 | -3.65% | |
Amundi MSCI EMU ESG CTB Net Zero Ambition UCITS Ac | LU0908501058 | 9.32 | 263.95 | -0.21% | |
iShares Core MSCI Japan IMI UCITS ETF USD | IE00B4L5YX21 | 7.91 | 52.82 | +0.55% | |
Amundi US Treasury Bond 7-10Y UCITS USD Acc | LU1407887915 | 7.40 | 260.30 | -0.96% | |
HSBC MSCI Emerging Markets UCITS | IE00B5SSQT16 | 7.21 | 798.63 | +0.71% | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 6.77 | 559.21 | +0.10% | |
Ampega DividendePlus Aktienfonds P a | DE000A0NBPJ8 | 6.26 | 165.310 | +2.83% | |
iShares $ Corp Bond Acc Share Class | IE00BYXYYJ35 | 4.96 | 5.73 | -1.71% | |
Ampega Unternehmensanleihenfonds | DE0008481078 | 4.88 | 24.460 | +0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 227.04M | 1.94 | 7.35 | 5.59 | ||
MF Chance | 475.93M | -3.58 | 3.56 | 4.37 | ||
MF Wachstum | 361.23M | -2.73 | 3.73 | 3.51 | ||
MF Top Mix Strategie TMS | 665.2M | -2.48 | 1.44 | 2.79 | ||
MF Sicherheit | 105.97M | -0.20 | 1.63 | 0.95 |
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