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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.860 | 10.440 | 5.580 |
Stocks | 65.650 | 65.850 | 0.200 |
Bonds | 15.220 | 18.400 | 3.180 |
Convertible | 4.790 | 4.790 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 9.390 | 9.760 | 0.370 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.755 | 14.546 |
Price to Book | 2.854 | 2.061 |
Price to Sales | 2.034 | 1.572 |
Price to Cash Flow | 12.410 | 9.340 |
Dividend Yield | 2.092 | 3.347 |
5 Years Earnings Growth | 10.236 | 12.176 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.070 | 18.291 |
Financial Services | 16.120 | 18.013 |
Industrials | 14.810 | 12.336 |
Healthcare | 13.240 | 11.132 |
Consumer Cyclical | 10.740 | 14.246 |
Consumer Defensive | 6.690 | 6.936 |
Communication Services | 6.680 | 7.983 |
Basic Materials | 3.910 | 8.332 |
Utilities | 2.000 | 5.725 |
Real Estate | 1.920 | 3.675 |
Energy | 1.830 | 9.220 |
Number of long holdings: 45
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ampega AmerikaPlus Aktienfonds | DE000A0MY039 | 7.68 | 364.250 | +0.90% | |
Ampega ISP Sprint | DE000A0NBPN0 | 6.80 | 215.400 | +0.20% | |
Comgest Growth America USD Acc | IE0004791160 | 6.02 | - | - | |
Brown Advisory US Smaller Companies C USD Acc | IE00B5510F71 | 5.96 | 31.810 | +0.98% | |
JPM US Value A (dist) USD | LU0119066131 | 5.56 | - | - | |
Ampega DividendePlus Aktienfonds P a | DE000A0NBPJ8 | 4.93 | 168.730 | -0.49% | |
Wellington Strategic European Equity Fund D EUR Ac | IE00B8BPMF80 | 4.73 | 30.545 | -0.33% | |
Ampega ISP Komfort | DE000A0NBPL4 | 4.70 | 113.820 | +0.10% | |
Fisher Invst Instl US Eq ESG C USD Acc | IE00BYVJ8Q55 | 3.99 | - | - | |
Global Emerging Markets Opports Cnsrv | DE000A2DR228 | 3.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 261.45M | 14.82 | 4.31 | 6.27 | ||
MF Chance | 547.98M | 15.93 | 4.37 | 6.13 | ||
MF Top Mix Strategie TMS | 738.5M | 10.67 | 0.69 | 4.02 | ||
MF Sicherheit | 112.09M | 6.40 | 1.26 | 1.58 | ||
Ausgewogen Deutschland (VaR 15) | 32.79M | 14.92 | 4.83 | 4.69 |
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