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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.780 | 0.790 | 0.010 |
Stocks | 99.150 | 99.150 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.355 | 16.626 |
Price to Book | 2.213 | 2.563 |
Price to Sales | 1.571 | 1.760 |
Price to Cash Flow | 10.236 | 10.222 |
Dividend Yield | 2.449 | 2.569 |
5 Years Earnings Growth | 10.336 | 11.530 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.270 | 21.149 |
Financial Services | 16.070 | 15.274 |
Industrials | 13.540 | 13.107 |
Consumer Cyclical | 12.040 | 12.657 |
Healthcare | 10.680 | 10.960 |
Consumer Defensive | 6.940 | 7.454 |
Communication Services | 6.530 | 7.004 |
Basic Materials | 4.530 | 6.057 |
Energy | 4.470 | 5.476 |
Utilities | 2.690 | 2.706 |
Real Estate | 2.230 | 2.193 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total US Stock Mkt ETF | - | 19.93 | - | - | |
SPDR S&P 500 | US78462F1030 | 19.91 | 511.31 | +1.24% | |
Lyxor STOXX Europe 600 DR C | LU0908500753 | 15.25 | 232.63 | +0.70% | |
Xtrackers Euro Stoxx 50 UCITS ETF 1D | LU0274211217 | 10.18 | 4,424.5 | +0.87% | |
Nomura TOPIX Listed | JP3027630007 | 10.09 | 2,884.0 | +0.09% | |
Vanguard FTSE Developed Markets ETF | - | 9.82 | - | - | |
Vanguard FTSE Emerging Markets ETF | - | 9.76 | - | - | |
Schwab US Large-Cap Value | US8085244098 | 4.84 | 73.25 | +0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Magallanes Acciones Europeas PP | 113.58M | 6.55 | 13.41 | - | ||
Caser Renta Variable Norteam Ga PP | 35.74M | 11.62 | 9.97 | 12.08 | ||
La Previsora PP | 20.28M | 2.19 | 0.93 | 1.49 | ||
Triodos Renta Mixta | 19.42M | 1.27 | -0.98 | - | ||
Finizens Decidido (#4) PP | 17.34M | 6.16 | 3.96 | - |
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