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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 15.510 | 47.290 | 31.780 |
Shares | 57.720 | 71.730 | 14.010 |
Bonds | 25.700 | 75.080 | 49.380 |
Convertible | 0.270 | 0.270 | 0.000 |
Preferred | 0.240 | 0.240 | 0.000 |
Other | 0.560 | 2.230 | 1.670 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.161 | 16.136 |
Price to Book | 2.919 | 2.121 |
Price to Sales | 1.935 | 1.740 |
Price to Cash Flow | 11.841 | 14.919 |
Dividend Yield | 1.930 | 2.709 |
5 Years Earnings Growth | 16.226 | 11.682 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.040 | 18.196 |
Financial Services | 16.070 | 15.719 |
Healthcare | 12.630 | 9.435 |
Consumer Cyclical | 11.840 | 13.811 |
Industrials | 9.830 | 12.683 |
Communication Services | 6.280 | 7.005 |
Energy | 5.020 | 3.286 |
Basic Materials | 4.180 | 4.129 |
Consumer Defensive | 4.150 | 6.915 |
Utilities | 3.180 | 2.782 |
Real Estate | 1.790 | 11.658 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Global Funds - Global Allocation Fund A2 | LU0072462426 | 95.52 | 81.160 | +0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JP90C000KAH8 | 1,013.86B | 3.51 | 21.98 | - | ||
AO Global High Quality Growth Eq Un | 766.71B | 41.65 | 15.02 | - | ||
AT No Load Developed Countr Equity | 728.65B | 34.56 | 18.99 | - | ||
AMOne DIAM Foreign Equity Index Fun | 545.58B | -8.53 | 14.51 | 12.12 | ||
AMOne Shinko US-REIT Open | 350.54B | -4.41 | 1.33 | 4.77 |
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