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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.29 | 64.09 | 60.80 |
Shares | 40.87 | 40.87 | 0.00 |
Bonds | 53.27 | 58.11 | 4.84 |
Convertible | 0.43 | 0.43 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 2.09 | 2.10 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.00 | 15.16 |
Price to Book | 2.16 | 2.06 |
Price to Sales | 1.62 | 1.56 |
Price to Cash Flow | 9.21 | 9.05 |
Dividend Yield | 2.79 | 2.99 |
5 Years Earnings Growth | 8.11 | 9.63 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.94 | 18.07 |
Technology | 16.33 | 14.46 |
Industrials | 14.11 | 12.48 |
Consumer Cyclical | 10.19 | 10.28 |
Real Estate | 9.35 | 5.85 |
Healthcare | 7.81 | 9.80 |
Communication Services | 7.03 | 6.25 |
Consumer Defensive | 6.44 | 8.46 |
Utilities | 4.64 | 4.03 |
Energy | 4.11 | 5.22 |
Basic Materials | 3.05 | 5.59 |
Number of long holdings: 51
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 11.42 | - | - | |
abrdn (SLI) Corporate Bond I Acc | GB00BYMMJL57 | 5.44 | - | - | |
abrdn Global High Yield Bd D Acc H GBP | LU0455264704 | 5.26 | - | - | |
abrdn American Equity Tracker N Acc | GB00BDFZ7321 | 5.10 | - | - | |
Standard Life Investments Global Index Linked Bond | GB00B00ZJP21 | 4.80 | 1.93 | +0.36% | |
abrdn American Equity Enh Index N Acc | GB00BDFZ7545 | 4.53 | - | - | |
abrdn Global Corp Bd S Acc H GBP | LU1684373407 | 4.36 | - | - | |
abrdn UK All Share Tracker X Acc | GB00BZB1N416 | 4.34 | - | - | |
Capital Group GlbCorpBd (LUX) ZLh-GBP | LU1907540576 | 4.11 | - | - | |
Standard Life Investments Global SICAV Emerging Ma | LU0940448631 | 3.70 | 12.683 | +0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market IV Inst Acc | 1.09B | 1.85 | 6.15 | 6.25 | ||
MyFolio Market IV Retail Acc | 1.09B | 1.75 | 5.78 | 5.80 | ||
MyFolio Market II Inst Acc | 991.63M | 1.72 | 3.38 | 3.66 | ||
Standard Life Wealth Bridge Inc | 575.61M | -3.15 | 0.73 | 5.18 | ||
The Norfolk Trust | 30.12M | -1.61 | 5.18 | 6.67 |
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