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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.580 | 7.060 | 3.480 |
Shares | 79.180 | 79.180 | 0.000 |
Bonds | 16.650 | 16.690 | 0.040 |
Convertible | 0.150 | 0.150 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.410 | 0.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.566 | 16.280 |
Price to Book | 2.517 | 2.354 |
Price to Sales | 1.728 | 1.863 |
Price to Cash Flow | 10.883 | 10.233 |
Dividend Yield | 2.311 | 2.591 |
5 Years Earnings Growth | 8.815 | 9.931 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.140 | 17.923 |
Healthcare | 15.740 | 11.050 |
Financial Services | 14.690 | 18.474 |
Industrials | 13.040 | 13.266 |
Consumer Cyclical | 8.670 | 10.794 |
Consumer Defensive | 8.530 | 7.201 |
Communication Services | 7.990 | 6.827 |
Basic Materials | 3.260 | 5.134 |
Energy | 2.710 | 3.762 |
Real Estate | 1.760 | 3.862 |
Utilities | 1.470 | 4.691 |
Number of long holdings: 26
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US 500 Stock Index Institutional Plus USD | IE00BFPM9T72 | 10.12 | 378.097 | -0.52% | |
HSBC Multi Factor US Equity XC GBP Acc | IE000GZPDL13 | 6.92 | - | - | |
HSBC MSCI World UCITS | IE00B4X9L533 | 6.92 | 2,897.25 | +0.10% | |
Guinness Global Equity Income Z | IE00B754QH41 | 6.12 | 31.396 | +0.22% | |
Pictet-Japanese Equity Opps J dy GBP | LU2248080207 | 5.15 | - | - | |
Fundsmith Equity Fund Feeder I Gbp Acc | LU1053186349 | 5.10 | 41.633 | +0.27% | |
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 5.05 | 870.30 | +0.15% | |
Fidelity Global Technology I-Acc-GBP | LU2786262373 | 4.23 | - | - | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 4.07 | - | - | |
Dodge & Cox Worldwide US Stock Fund A USD | IE00B520HN47 | 3.99 | 50.950 | -0.04% |
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