
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.480 | 6.980 | 3.500 |
Shares | 79.250 | 79.250 | 0.000 |
Bonds | 16.660 | 16.700 | 0.040 |
Convertible | 0.150 | 0.150 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.430 | 0.430 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.586 | 16.278 |
Price to Book | 2.526 | 2.356 |
Price to Sales | 1.726 | 1.863 |
Price to Cash Flow | 10.901 | 10.239 |
Dividend Yield | 2.313 | 2.591 |
5 Years Earnings Growth | 8.819 | 9.937 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.170 | 17.917 |
Healthcare | 15.770 | 11.049 |
Financial Services | 14.540 | 18.444 |
Industrials | 12.940 | 13.273 |
Consumer Cyclical | 8.720 | 10.792 |
Consumer Defensive | 8.580 | 7.210 |
Communication Services | 8.000 | 6.818 |
Basic Materials | 3.250 | 5.157 |
Energy | 2.780 | 3.764 |
Real Estate | 1.750 | 3.860 |
Utilities | 1.490 | 4.699 |
Number of long holdings: 26
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US 500 Stock Index Institutional Plus USD | IE00BFPM9T72 | 10.06 | 380.042 | +0.58% | |
HSBC Multi Factor US Equity XC GBP Acc | IE000GZPDL13 | 6.93 | - | - | |
HSBC MSCI World UCITS | IE00B4X9L533 | 6.90 | 2,894.38 | +0.05% | |
Guinness Global Equity Income Z | IE00B754QH41 | 6.20 | 31.328 | -0.30% | |
Pictet-Japanese Equity Opps J dy GBP | LU2248080207 | 5.13 | - | - | |
Fundsmith Equity Fund Feeder I Gbp Acc | LU1053186349 | 5.10 | 41.521 | +0.59% | |
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 5.07 | 869.00 | +0.16% | |
Fidelity Global Technology I-Acc-GBP | LU2786262373 | 4.27 | - | - | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 4.08 | - | - | |
Vanguard U.S. Govt Bd Idx Ins Pl £ H Dis | IE000UZS9RV3 | 3.99 | - | - |
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