
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 40.05 | 40.05 | 0.00 |
Bonds | 59.29 | 59.32 | 0.03 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.63 | 0.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.96 | 16.01 |
Price to Book | 2.56 | 2.14 |
Price to Sales | 1.90 | 1.62 |
Price to Cash Flow | 11.45 | 9.31 |
Dividend Yield | 2.38 | 2.92 |
5 Years Earnings Growth | 9.06 | 9.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.78 | 15.25 |
Financial Services | 18.51 | 18.14 |
Industrials | 12.02 | 12.76 |
Consumer Cyclical | 9.77 | 10.02 |
Healthcare | 9.25 | 9.40 |
Consumer Defensive | 7.59 | 8.19 |
Communication Services | 7.53 | 6.43 |
Energy | 4.80 | 5.09 |
Basic Materials | 3.71 | 5.51 |
Utilities | 2.91 | 3.87 |
Real Estate | 2.15 | 5.87 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.39 | 785.87 | +0.30% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 18.92 | 158.254 | -0.16% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 10.92 | 132.771 | -0.23% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 10.13 | 327.58 | +0.46% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 6.03 | 1,118.65 | +0.32% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 4.88 | 100.930 | -0.12% | |
Vanguard Global Aggregate Bond UCITS ETF GBP Hedge | IE00BG47K971 | 4.85 | 25.65 | +0.16% | |
Vanguard U.S. Government Bond Index Fund GBP Hedge | IE00BFRTDB69 | 4.77 | 108.630 | -0.20% | |
Vanguard U.K. Inflation-Linked Gilt Index Fund GBP | GB00B45Q9038 | 3.98 | 135.280 | -0.01% | |
Vanguard Euro Government Bond Index Fund GBP Hedge | IE00BFRTD722 | 3.72 | 124.048 | -0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 15.56B | 2.88 | 7.73 | 8.31 | ||
LifeStrategy 80 Equity Fund A Inc | 15.56B | 2.88 | 7.73 | 8.30 | ||
LifeStrategy 40 Equity Fund A Inc | 5.73B | 2.28 | 2.06 | 4.45 | ||
GB00BZ82ZZ20 | 1.01B | 7.53 | 4.56 | - | ||
Vanguard Target Ret 2045 Acc Shares | 445.49M | 12.66 | 4.77 | - |
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