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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.18 | 17.30 | 13.12 |
Shares | 50.47 | 50.50 | 0.03 |
Bonds | 22.17 | 23.72 | 1.55 |
Convertible | 2.24 | 2.24 | 0.00 |
Preferred | 0.53 | 0.53 | 0.00 |
Other | 20.41 | 20.42 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.94 | 15.13 |
Price to Book | 1.34 | 2.11 |
Price to Sales | 1.22 | 1.58 |
Price to Cash Flow | 7.88 | 9.43 |
Dividend Yield | 5.04 | 3.08 |
5 Years Earnings Growth | 10.50 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 20.24 | 6.91 |
Financial Services | 18.40 | 16.51 |
Industrials | 13.23 | 12.45 |
Consumer Defensive | 9.50 | 7.87 |
Consumer Cyclical | 9.04 | 10.20 |
Healthcare | 5.48 | 10.84 |
Technology | 5.32 | 16.78 |
Utilities | 5.26 | 3.37 |
Energy | 4.96 | 4.96 |
Basic Materials | 4.45 | 5.66 |
Communication Services | 4.10 | 6.39 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GAM UK Equity Income A Dis Semi-Ann Inc | GB00BF09N571 | 4.90 | - | - | |
Allianz UK Listed Eq Income E Inc | GB00BMH6XK58 | 4.20 | - | - | |
Franklin UK Equity Income Fund W inc | GB00B7MKLS14 | 4.09 | 1.66 | +0.48% | |
Impact Healthcare REIT | GB00BYXVMJ03 | 3.32 | 85.90 | -0.12% | |
Premier Miton Optimum Inc C Inc | GB00B3DDDX03 | 3.23 | - | - | |
TwentyFour Income | GG00B90J5Z95 | 3.16 | 103.60 | +0.39% | |
Premier Miton Financials Cptl Sec C Inc | GB00BMWVS664 | 3.03 | - | - | |
Montanaro UK Income Fund STG Unhedged | IE00B1FZRT49 | 3.02 | 2.074 | -0.14% | |
Royal London Sterling Credit Fund Z Inc | GB00B4W1ZT22 | 3.02 | 1.20 | 0% | |
Premier Monthly Income Fund Class C Income Shares | GB0003886875 | 2.96 | 1.98 | 0% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PM Fund Class A Accumulation Shares | 564.62M | -1.44 | 0.67 | 3.61 | ||
Fund Class A Income Shares | 564.62M | -1.44 | 0.69 | 3.61 | ||
Distribution Fund Class C Acc | 564.62M | -1.35 | 1.28 | 4.14 | ||
Fund Class B Income Shares | 564.62M | 2.71 | 1.08 | 4.23 | ||
Fund Class C Income Shares | 564.62M | 2.84 | 1.29 | 4.46 |
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