Plan Optik AG (P4O) — Strategic Asset Allocation Index
Plan Optik AG (P4O) has a Strategic Asset Allocation Index of 40.5% as of June 2023. Strategic assets (PP&E of €4.08 Million plus long-term investments of €-) total €4.08 Million, measured against net assets of €10.09 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Plan Optik AG (P4O) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Plan Optik AG Strategic Asset Allocation Index (2013–2021)
This chart shows how Plan Optik AG's Strategic Asset Allocation Index has evolved across 9 annual periods from 2013 to 2021. As of June 2023, the index stands at 40.5%, representing strategic assets of €4.08 Million against net assets of €10.09 Million EUR. For live market cap and overall valuation, see Plan Optik AG market cap and net worth.
Annual Strategic Asset Allocation Index for Plan Optik AG (2013–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Plan Optik AG from 2013 to 2021, covering 9 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Plan Optik AG book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 53.6% | €4.35 Million | €4.35 Million | €- | €8.11 Million | ▲ +1.7 pp |
| 2020 | 51.9% | €3.85 Million | €3.85 Million | €- | €7.42 Million | ▲ +3.7 pp |
| 2019 | 48.3% | €3.68 Million | €3.68 Million | €- | €7.64 Million | ▼ -1.2 pp |
| 2018 | 49.5% | €3.52 Million | €3.52 Million | €- | €7.12 Million | ▼ -8.3 pp |
| 2017 | 57.8% | €3.97 Million | €3.97 Million | €- | €6.87 Million | ▼ -6.9 pp |
| 2016 | 64.7% | €4.33 Million | €4.33 Million | €- | €6.69 Million | ▼ -4.4 pp |
| 2015 | 69.0% | €4.44 Million | €4.44 Million | €- | €6.43 Million | ▲ +3.1 pp |
| 2014 | 65.9% | €4.21 Million | €4.21 Million | €- | €6.39 Million | ▲ +0.1 pp |
| 2013 | 65.8% | €4.57 Million | €4.57 Million | €- | €6.95 Million | — |