|52 Week Rng||-|
|P/E Ratio (TTM)||-|
|P/E Ratio (Fwd)||-|
|Div & Yield||-|
Momentum strategy | Equal weighting, 5% per stock | 10 long and 10 short positions based on companies with the strongest and the worst momentum. Momentum indicator determined by dividing 3 day simple moving average by 10 day simple moving average. Portfolio rebalanced once a week. | Long position: Autodesk, Inc.| Rank: 5
AUTODESK, INC. long position. The fund’s strategy is Seasonality. The fund analyses all the listed companies on NASDAQ and NYSE. The fund then uses the Seasonality strategy by looking at the performance of the stock in the historical monthly average return and picks the top performing stocks that are then equally weighted. Ranked 8 in the analysis made 3.11.2020.
50 stocks in Information Technology sector with the lowest ESG Sustainalytics risk scores. Equal weighing. Long position. Historical growth within the sector has been high within the last 10 years and demand is forecasted to increase. Firms having a good ESG Sustainalytics have been found to outperform those that do not. Rank:47. ESG Risk rating: Low.
Passive investment strategy | The Global 100 -list of sustainable stocks | Chosen 30 stocks from 9 individually weighted sectors, equal weights within sectors | Stocks available in NYSE or NASDAQ | Part of the IT sector | The Global 100 rank 15 in year 2020