![Dollar strengthens ahead of PCE data; euro weighed by political uncertainty](https://i-invdn-com.investing.com/news/LYNXMPEEB40Y1_S.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 19.720 | 20.730 | 1.010 |
Bonds | 73.380 | 74.480 | 1.100 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 8.480 | 9.900 | 1.420 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 7.600 | 9.979 |
Price to Book | 1.284 | 1.443 |
Price to Sales | 0.754 | 0.974 |
Price to Cash Flow | 4.019 | 4.883 |
Dividend Yield | 8.354 | 6.838 |
5 Years Earnings Growth | 13.636 | 14.326 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.280 | 18.546 |
Utilities | 14.670 | 14.170 |
Basic Materials | 14.180 | 16.241 |
Energy | 14.160 | 14.176 |
Industrials | 12.080 | 13.568 |
Consumer Cyclical | 8.060 | 10.157 |
Consumer Defensive | 6.580 | 9.483 |
Real Estate | 3.960 | 4.098 |
Healthcare | 3.960 | 3.814 |
Communication Services | 1.680 | 1.546 |
Technology | 1.380 | 3.004 |
Number of long holdings: 50
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tesouro IPCA + NTNB 6 15-Aug-2040 | BRSTNCNTB3C6 | 11.01 | 4,386.082 | +0.21% | |
Tesouro IPCA + NTNB 6 15-Aug-2028 | BRSTNCNTB4X0 | 7.95 | 4,297.374 | -0.04% | |
Tesouro IPCA + NTNB 6 15-Aug-2030 | BRSTNCNTB3B8 | 7.07 | 4,363.948 | +0.26% | |
Ishares Ibovespa | BRBOVACTF003 | 5.81 | 120.39 | -0.34% | |
Vinci Valorem FIM | - | 5.04 | - | - | |
Navi Institucional FIC FIA | - | 2.98 | - | - | |
Kinea Atlas II FIM | - | 2.97 | - | - | |
Vinci Atlas Institucional FIC FIM | - | 2.74 | - | - | |
Tesouro IPCA + NTNB 6 15-Aug-2026 | BRSTNCNTB4U6 | 2.52 | 4,251.092 | +0.26% | |
Vinci Multiestratégia FIM | - | 2.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ERCADO ZONA DA MATA CREDITO PRIVADO | 3.43B | 12.86 | 10.18 | 10.17 | ||
FUNDO DE INVESTIMENTO PREVICEL I MU | 456.1M | 3.67 | 10.91 | 11.50 | ||
FAPA ATIVO FUNDO DE INVESTIMENTO MU | 394.72M | 1.62 | 8.06 | 9.88 | ||
VINCI EQUILIBRIO ICATU PREVIDENCIAM | 292.13M | 1.68 | 7.30 | - | ||
EAE FUTURO FUNDO DE INVESTIMENTO MU | 288.44M | 0.86 | 6.52 | 9.81 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review