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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.780 | 0.810 | 0.030 |
Stocks | 99.150 | 99.150 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.015 | 20.309 |
Price to Book | 6.406 | 3.915 |
Price to Sales | 3.817 | 2.756 |
Price to Cash Flow | 17.556 | 13.564 |
Dividend Yield | 0.970 | 1.537 |
5 Years Earnings Growth | 13.753 | 12.910 |
Name | Net % | Category Average |
---|---|---|
Technology | 41.240 | 27.366 |
Consumer Cyclical | 13.470 | 9.110 |
Communication Services | 12.500 | 11.984 |
Healthcare | 11.270 | 13.947 |
Financial Services | 6.950 | 13.990 |
Industrials | 6.500 | 6.978 |
Consumer Defensive | 3.110 | 4.923 |
Energy | 1.520 | 4.778 |
Basic Materials | 1.270 | 1.815 |
Real Estate | 1.150 | 2.348 |
Utilities | 1.010 | 3.292 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio S&P 500 Growth | US78464A4094 | 20.96 | 86.30 | +0.07% | |
Vanguard Mega Cap Growth | US9219108167 | 14.54 | 335.86 | +0.13% | |
ishares S&P 500 | US4642872000 | 14.10 | 596.48 | +0.51% | |
iShares MSCI USA Quality Factor ETF | - | 14.02 | - | - | |
JPMorgan Funds - US Growth Fund I acc - USD | LU0248059726 | 8.94 | 601.310 | +0.36% | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 4.71 | 628.89 | -0.12% | |
Vanguard Information Technology | US92204A7028 | 4.55 | 619.28 | +1.05% | |
Vanguard Health Care | US92204A5048 | 3.58 | 265.37 | +0.90% | |
Consumer Discretionary Select Sector SPDR | US81369Y4070 | 3.57 | 215.00 | +0.18% | |
Franklin Technology Fund I acc USD | LU0626261944 | 3.29 | 74.750 | +1.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multiactivo Moderado B | 734.88B | 10.76 | 5.81 | 5.92 | ||
Latam Accionario B | 32.77B | -10.98 | 8.19 | 3.66 | ||
Global Mid Cap B | 20.47B | 21.73 | 6.02 | 10.40 | ||
Asiatico Accionario B | 16.74B | 22.84 | -0.45 | 8.03 | ||
Europa Desarrollada B | 10.04B | 14.99 | 3.81 | 8.13 |
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