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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.390 | 18.620 | 15.230 |
Stocks | 71.630 | 71.780 | 0.150 |
Bonds | 18.260 | 25.670 | 7.410 |
Convertible | 4.820 | 4.820 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 1.750 | 2.170 | 0.420 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.611 | 14.546 |
Price to Book | 2.284 | 2.061 |
Price to Sales | 1.738 | 1.572 |
Price to Cash Flow | 11.104 | 9.340 |
Dividend Yield | 2.676 | 3.347 |
5 Years Earnings Growth | 9.848 | 12.176 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.180 | 18.013 |
Technology | 15.530 | 18.291 |
Industrials | 14.460 | 12.336 |
Healthcare | 11.630 | 11.132 |
Consumer Cyclical | 9.960 | 14.246 |
Consumer Defensive | 9.600 | 6.936 |
Communication Services | 5.670 | 7.983 |
Real Estate | 5.450 | 3.675 |
Basic Materials | 4.640 | 8.332 |
Utilities | 3.740 | 5.725 |
Energy | 2.130 | 9.220 |
Number of long holdings: 37
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ampega DividendePlus Aktienfonds P a | DE000A0NBPJ8 | 6.85 | 168.730 | -0.49% | |
Ampega ETFs Portfolio Selec Dynamisch IT | DE000A3EHNN5 | 6.33 | - | - | |
Invesco Funds - Invesco Pan European Structured Eq | LU0119750205 | 6.14 | 24.880 | +0.97% | |
Ampega AmerikaPlus Aktienfonds | DE000A0MY039 | 6.11 | 364.250 | +0.90% | |
JPM US Value A (dist) USD | LU0119066131 | 5.76 | - | - | |
Fisher Invst Instl US Eq ESG USD Acc | IE00BYVJ8M18 | 5.69 | - | - | |
SSgA SPDR S&P US Dividend Aristocrats | IE00B6YX5D40 | 5.64 | 58.45 | +0.27% | |
Wellington Strategic European Equity Fund S EUR Ac | IE00B6TYHG95 | 5.01 | 45.545 | +0.18% | |
Ampega EurozonePlus Aktienfonds I a | DE000A2PPHM0 | 4.35 | - | - | |
Polar Capital Funds PLC - Emerging Market Stars Fu | IE00BJ205H20 | 4.15 | 13.840 | +0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wachstum Deutschland (VaR 25) | 260.07M | 14.82 | 4.31 | 6.27 | ||
MF Chance | 545.09M | 15.93 | 4.37 | 6.13 | ||
MF Wachstum | 403.36M | 14.22 | 4.92 | 4.97 | ||
MF Top Mix Strategie TMS | 735.53M | 10.67 | 0.69 | 4.02 | ||
MF Sicherheit | 111.69M | 6.40 | 1.26 | 1.58 |
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