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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 32.970 | 35.800 | 2.830 |
Shares | 39.680 | 39.680 | 0.000 |
Bonds | 27.230 | 27.230 | 0.000 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.510 | 14.877 |
Price to Book | 1.875 | 1.972 |
Price to Sales | 1.168 | 1.482 |
Price to Cash Flow | 8.353 | 8.905 |
Dividend Yield | 2.553 | 3.137 |
5 Years Earnings Growth | 10.854 | 10.439 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.070 | 13.952 |
Financial Services | 16.150 | 16.981 |
Industrials | 14.190 | 12.683 |
Consumer Cyclical | 12.000 | 9.797 |
Healthcare | 8.830 | 9.979 |
Energy | 7.010 | 6.143 |
Basic Materials | 6.440 | 6.295 |
Consumer Defensive | 6.160 | 8.620 |
Communication Services | 6.160 | 5.790 |
Real Estate | 2.850 | 6.360 |
Utilities | 2.140 | 4.098 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 18.06 | - | - | |
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 18.04 | - | - | |
Dimensional World Equity Fund GBP Distributing | IE00B5SRBK47 | 17.87 | 31.610 | -0.03% | |
Dimensional Global Core Equity Fund GBP Distributi | IE00B2PC0377 | 16.65 | 36.530 | -0.14% | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 12.04 | - | - | |
Dimensional Global UltrShrt FI GBP Dist | IE00B64G4818 | 10.04 | - | - | |
Dimensional Emerging Markets Core Equity Fund GBP | GB0033772517 | 2.81 | 42.99 | +0.70% | |
Dimensional Global Trgtd Value GBP Dist | IE00B2PC0823 | 2.43 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 1.99 | - | - | |
BlackRock ICS £ Gov Liq Core Acc T0 | IE00B40G6S53 | 0.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 40 60D | 1.01B | 4.16 | 3.01 | 4.64 |
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