
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 29.130 | 33.110 | 3.980 |
Shares | 39.360 | 39.360 | 0.000 |
Bonds | 31.780 | 31.780 | 0.000 |
Convertible | 0.470 | 0.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.507 | 14.929 |
Price to Book | 1.920 | 2.042 |
Price to Sales | 1.236 | 1.538 |
Price to Cash Flow | 8.308 | 8.942 |
Dividend Yield | 2.450 | 2.997 |
5 Years Earnings Growth | 10.423 | 9.851 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.710 | 18.045 |
Technology | 17.230 | 14.463 |
Industrials | 13.620 | 12.440 |
Consumer Cyclical | 11.890 | 10.402 |
Healthcare | 9.350 | 9.793 |
Consumer Defensive | 6.660 | 8.398 |
Communication Services | 6.430 | 6.128 |
Energy | 5.930 | 5.331 |
Basic Materials | 5.850 | 5.651 |
Real Estate | 2.790 | 5.857 |
Utilities | 2.530 | 3.974 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 18.13 | - | - | |
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 18.12 | - | - | |
Dimensional World Equity Fund GBP Distributing | IE00B5SRBK47 | 17.76 | 32.330 | -0.49% | |
Dimensional Global Core Equity Fund GBP Distributi | IE00B2PC0377 | 16.80 | 37.600 | -0.42% | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 12.09 | - | - | |
Dimensional Global UltrShrt FI GBP Dist | IE00B64G4818 | 10.06 | - | - | |
Dimensional Emerging Markets Core Equity Fund GBP | GB0033772517 | 2.58 | 42.08 | -1.48% | |
Dimensional Global Trgtd Value GBP Dist | IE00B2PC0823 | 2.40 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 2.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 40 60A | 1.16B | -1.83 | 4.39 | 4.23 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review