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Replaces TSCO since transaction failed. Large US luxury jewelry and specialty retail company and S&P500 stock. Strong Leader MSCI ESG rating (AAA) placing in top 5% in the industry. Low Sustainalytics ESG Risk score (15.9). Beta (0.84) is little higher than in the stock Tiffany replaces in the portfolio, meaning the risk increases slightly, but beta is still lower compared to portfolio average.
The fund follows the return seasonality strategy by investing into stocks with exceptionally high or low returns during the same-calendar-months. Monthly rebalancing, thus the fund closes its position.
Following our momentum investment strategy this stock wasn’t anymore in the top 15 gainers of the S&P500 index in 3-month-period. Thus, we will close the position.