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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.39 | 16.66 | 6.27 |
Shares | 38.58 | 47.49 | 8.91 |
Bonds | 26.41 | 29.82 | 3.41 |
Convertible | 4.32 | 4.32 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 20.28 | 26.55 | 6.27 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.51 | 16.32 |
Price to Book | 1.30 | 2.24 |
Price to Sales | 0.89 | 1.50 |
Price to Cash Flow | 6.04 | 9.50 |
Dividend Yield | 3.39 | 1.93 |
5 Years Earnings Growth | 10.18 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.87 | 19.26 |
Technology | 15.16 | 20.26 |
Industrials | 13.50 | 14.72 |
Consumer Cyclical | 12.80 | 5.15 |
Healthcare | 10.00 | 16.28 |
Communication Services | 7.25 | 8.72 |
Basic Materials | 6.59 | 2.07 |
Energy | 5.94 | 1.63 |
Consumer Defensive | 5.56 | 6.22 |
Real Estate | 1.76 | -0.08 |
Utilities | 1.59 | 6.40 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GMO Benchmark-Free Allocation IV | - | 25.22 | - | - | |
Wilshire Bridgewater Managed Alpha Ireland Fund | - | 13.53 | - | - | |
JPMorgan Global Allocation R6 | - | 11.97 | - | - | |
Lazard Rathmore Alternative E Acc USD | IE0008N22I45 | 8.55 | - | - | |
Eaton Vance Glbl Macro Abs Ret Advtg R6 | - | 7.25 | - | - | |
iShares Gold | US4642852044 | 6.96 | 63.80 | -1.20% | |
Millennium Intl -G- | - | 6.79 | - | - | |
Elliott Associates | - | 5.54 | - | - | |
Gmo Investments Icav - Gmo Equity Dislocation | - | 5.20 | - | - | |
BlackRock Event Driven Equity Instl | - | 4.04 | - | - |
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