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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.790 | 4.200 | 1.410 |
Stocks | 30.410 | 30.490 | 0.080 |
Bonds | 38.770 | 38.780 | 0.010 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 28.010 | 28.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.624 | 8.388 |
Price to Book | 1.898 | 1.355 |
Price to Sales | 1.265 | 0.835 |
Price to Cash Flow | 7.038 | 4.451 |
Dividend Yield | 3.264 | 7.297 |
5 Years Earnings Growth | 11.866 | 12.945 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.090 | 2.949 |
Financial Services | 12.900 | 20.182 |
Consumer Cyclical | 9.080 | 7.361 |
Industrials | 9.070 | 12.490 |
Energy | 8.450 | 12.137 |
Basic Materials | 8.220 | 17.446 |
Healthcare | 7.940 | 4.099 |
Consumer Defensive | 7.250 | 6.838 |
Utilities | 7.060 | 14.171 |
Communication Services | 6.060 | 2.060 |
Real Estate | 3.890 | 2.941 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fundo de Invest Ishares SP 500 | BRIVVBCTF001 | 18.36 | 340.46 | +1.25% | |
ARX Denali FI RF C Priv Prev | - | 7.23 | - | - | |
Sparta FIFE FI RF C Priv Prev | - | 6.65 | - | - | |
JGP Corporate FIC FI RF C Priv LP | - | 5.61 | - | - | |
Icatu Vanguarda Abslt II FIFE FIRF CPriv | - | 5.26 | - | - | |
Real Investor 100 Master FIA Prev | - | 5.06 | - | - | |
Alaska 100 Icatu FIFE FIM Prev | - | 4.05 | - | - | |
Guepardo Institucional FIC FIA | - | 4.04 | - | - | |
Icatu Vanguarda Soberano FIFE FI RF Prev | - | 3.74 | - | - | |
Absolute Atenas FI RF C Priv Prev | - | 3.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BR0CDPCTF003 | 312.95M | 3.73 | - | - |
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