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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 | 17.901 |
Price to Book | 1.722 | 2.969 |
Price to Sales | 1.371 | 2.199 |
Price to Cash Flow | 8.250 | 11.852 |
Dividend Yield | 3.321 | 2.077 |
5 Years Earnings Growth | 10.991 | 10.075 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.820 | 16.945 |
Technology | 16.080 | 23.529 |
Consumer Cyclical | 10.930 | 10.485 |
Industrials | 10.910 | 11.820 |
Healthcare | 8.030 | 12.932 |
Consumer Defensive | 7.760 | 7.530 |
Communication Services | 7.300 | 7.932 |
Basic Materials | 5.790 | 3.984 |
Energy | 5.360 | 3.478 |
Real Estate | 3.940 | 2.760 |
Utilities | 3.070 | 2.583 |
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 | 38.21 | +1.11% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 18.05 | 192.58 | -0.15% | |
HSBC MSCI Emerging Markets UCITS | IE00B5SSQT16 | 14.47 | 879.00 | +0.77% | |
SPDR S&P 500 UCITS USD Acc | IE000XZSV718 | 9.43 | 12.87 | +0.11% | |
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 | 78.00 | -0.19% | |
Lyxor Core Morningstar UK NT (DR) UCITS | LU1781541096 | 3.23 | 12.59 | +0.08% | |
Vanguard Pac exJpn Stk Idx Ins Pl £ Acc | IE00BPT2BJ75 | 3.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BYW8RX12 | 1.35B | 6.75 | 3.74 | - | ||
GB00BYW8VG25 | 886.24M | 11.09 | 6.38 | - | ||
GB00BYVB3M28 | 522.13M | -6.34 | -5.23 | - | ||
VT De Lisle America B GBP | 478.53M | -8.78 | 4.97 | 11.94 | ||
GB00BFN4H792 | 216.63M | -14.83 | -8.95 | - |
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