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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.590 | 9.930 | 4.340 |
Shares | 39.900 | 39.970 | 0.070 |
Bonds | 50.530 | 51.080 | 0.550 |
Convertible | 0.400 | 0.400 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 3.530 | 3.530 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.607 | 15.513 |
Price to Book | 2.578 | 2.260 |
Price to Sales | 1.765 | 1.636 |
Price to Cash Flow | 10.630 | 9.609 |
Dividend Yield | 2.346 | 2.872 |
5 Years Earnings Growth | 9.194 | 9.530 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.760 | 15.979 |
Healthcare | 16.930 | 9.807 |
Financial Services | 15.810 | 18.451 |
Industrials | 10.860 | 12.040 |
Consumer Cyclical | 8.340 | 10.705 |
Communication Services | 7.800 | 6.503 |
Consumer Defensive | 7.560 | 7.989 |
Energy | 4.280 | 4.319 |
Basic Materials | 3.110 | 5.259 |
Utilities | 1.890 | 3.671 |
Real Estate | 1.660 | 6.114 |
Number of long holdings: 28
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC MSCI World UCITS | IE00B4X9L533 | 7.69 | 2,872.50 | -0.03% | |
Vanguard US 500 Stock Index Institutional Plus USD | IE00BFPM9T72 | 6.08 | 376.269 | -0.00% | |
Vanguard U.S. Govt Bd Idx Ins Pl £ H Dis | IE000UZS9RV3 | 6.07 | - | - | |
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 5.11 | 865.80 | +0.64% | |
Vanguard U.K. Government Bd Idx Instl Pls GBP Inc | IE00BPT2BR59 | 4.97 | 81.606 | -0.05% | |
Invesco Sterling Bond S GBP QD | LU2065167806 | 4.92 | - | - | |
Capital Group GlbCorpBd (LUX) ZLgdh-GBP | LU2894089833 | 4.91 | - | - | |
iShares $ TIPS UCITS ETF GBP Hedged (Dist) | IE00BDZVH859 | 4.80 | 4.80 | 0.00% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £Dist | IE00BPT2BT73 | 4.56 | - | - | |
iShares GBP Ultrashort Bond GBP | IE00BCRY6441 | 4.15 | 102.68 | -0.06% |
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