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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.95 | 35.35 | 33.40 |
Shares | 60.02 | 60.06 | 0.04 |
Bonds | 36.90 | 37.13 | 0.23 |
Convertible | 0.14 | 0.14 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.97 | 1.04 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.37 | 15.51 |
Price to Book | 2.01 | 2.26 |
Price to Sales | 1.65 | 1.64 |
Price to Cash Flow | 9.39 | 9.61 |
Dividend Yield | 2.94 | 2.87 |
5 Years Earnings Growth | 8.75 | 9.53 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.42 | 18.45 |
Technology | 15.17 | 15.98 |
Industrials | 11.69 | 12.04 |
Consumer Cyclical | 9.05 | 10.71 |
Healthcare | 8.97 | 9.81 |
Real Estate | 8.43 | 6.11 |
Consumer Defensive | 7.60 | 7.99 |
Communication Services | 6.20 | 6.50 |
Energy | 5.93 | 4.32 |
Utilities | 5.64 | 3.67 |
Basic Materials | 3.91 | 5.26 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 8.30 | 191.96 | +0.58% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 8.28 | 4.61 | +0.52% | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 7.91 | 12.02 | -0.33% | |
abrdn EM Local Ccy Bond Tracker X Acc | GB00BG08N068 | 7.14 | - | - | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 7.13 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 6.37 | - | - | |
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 6.13 | - | - | |
abrdn Sterling Corp Bond Tracker X Acc | GB00BJ84JS76 | 5.72 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 5.26 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 4.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Retail Acc | 2.19B | -1.02 | 3.25 | 4.27 | ||
Standard Life Small Inst S Acc | 857.88M | -6.80 | -2.23 | 8.29 | ||
MyFolio Market V Inst Acc | 692.45M | -2.11 | 6.23 | 7.38 | ||
MyFolio Market V Retail Acc | 692.45M | -2.16 | 5.79 | 6.83 | ||
MyFolio Multi Manager III Inst Acc | 376.42M | -1.38 | 2.55 | 3.50 |
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