X Trade Brokers Dom Maklerski SA (XTB) — Strategic Asset Allocation Index

Latest as of June 2023: 3.7%

X Trade Brokers Dom Maklerski SA (XTB) has a Strategic Asset Allocation Index of 3.7% as of June 2023. Strategic assets (PP&E of zł50.71 Million plus long-term investments of zł-) total zł50.71 Million, measured against net assets of zł1.35 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See XTB net asset quality score to measure how much of total assets are equity-financed.

SAAI

3.7%
Strategic Assets / Net Assets

Strategic Assets

zł50.71 Million
PP&E + LT Investments

PP&E

zł50.71 Million
PLN

Net Assets

zł1.35 Billion
PLN

X Trade Brokers Dom Maklerski SA Strategic Asset Allocation Index (2015–2022)

This chart shows how X Trade Brokers Dom Maklerski SA's Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of June 2023, the index stands at 3.7%, representing strategic assets of zł50.71 Million against net assets of zł1.35 Billion PLN. For live market cap and overall valuation, see market value of X Trade Brokers Dom Maklerski SA.

Annual Strategic Asset Allocation Index for X Trade Brokers Dom Maklerski SA (2015–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for X Trade Brokers Dom Maklerski SA from 2015 to 2022, covering 8 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 net assets of X Trade Brokers Dom Maklerski SA for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (PLN) PP&E LT Investments Net Assets Change (pp)
2022 3.0% zł45.30 Million zł45.30 Million zł- zł1.51 Billion ▲ +1.2 pp
2021 1.8% zł16.21 Million zł16.21 Million zł- zł915.56 Million ▲ +0.3 pp
2020 1.5% zł13.26 Million zł13.26 Million zł- zł888.30 Million ▼ -1.4 pp
2019 2.9% zł14.19 Million zł14.19 Million zł- zł490.74 Million ▲ +2.3 pp
2018 0.6% zł2.52 Million zł2.52 Million zł- zł455.16 Million ▼ -0.2 pp
2017 0.8% zł3.03 Million zł3.03 Million zł- zł400.34 Million ▼ -0.3 pp
2016 1.1% zł3.75 Million zł3.75 Million zł- zł355.89 Million ▼ 0.0 pp
2015 1.1% zł4.11 Million zł4.11 Million zł- zł374.05 Million
pp = percentage points