
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.300 | 3.710 | 1.410 |
Shares | 88.380 | 88.380 | 0.000 |
Bonds | 7.960 | 8.000 | 0.040 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 1.290 | 1.370 | 0.080 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.974 | 18.184 |
Price to Book | 1.722 | 3.002 |
Price to Sales | 1.371 | 2.233 |
Price to Cash Flow | 8.250 | 11.946 |
Dividend Yield | 3.321 | 2.068 |
5 Years Earnings Growth | 10.991 | 9.864 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.820 | 16.977 |
Technology | 16.080 | 23.756 |
Consumer Cyclical | 10.930 | 10.474 |
Industrials | 10.910 | 11.969 |
Healthcare | 8.030 | 12.614 |
Consumer Defensive | 7.760 | 7.508 |
Communication Services | 7.300 | 8.010 |
Basic Materials | 5.790 | 3.970 |
Energy | 5.360 | 3.367 |
Real Estate | 3.940 | 2.777 |
Utilities | 3.070 | 2.545 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 18.57 | 39.88 | +0.86% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 18.05 | 193.28 | +0.64% | |
HSBC MSCI Emerging Markets UCITS | IE00B5SSQT16 | 14.47 | 909.00 | +0.54% | |
SPDR S&P 500 UCITS USD Acc | IE000XZSV718 | 9.43 | 13.06 | +1.16% | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 5.55 | - | - | |
Vanguard FTSE Dev €pe exUKEqIdxInsPl£Acc | GB00BPN5P014 | 4.60 | - | - | |
SSGA SttStrtGlbHiYldBdScrnIdxIGBPIncH | LU2356327481 | 4.39 | - | - | |
Xtrackers S&P Europe Ex UK UCITS ETF 1D | IE00BGV5VM45 | 4.13 | 76.87 | +0.37% | |
Lyxor Core Morningstar UK NT (DR) UCITS | LU1781541096 | 3.23 | 12.62 | +0.88% | |
Vanguard Pac exJpn Stk Idx Ins Pl £ Acc | IE00BPT2BJ75 | 3.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BYW8RX12 | 1.38B | 6.75 | 3.74 | - | ||
GB00BYW8VG25 | 907.11M | 11.09 | 6.38 | - | ||
GB00BYVB3M28 | 522.77M | -6.34 | -5.23 | - | ||
VT De Lisle America B GBP | 512.74M | -8.78 | 4.97 | 11.94 | ||
GB00BFN4H792 | 216.67M | -14.83 | -8.95 | - |
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