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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.64 | 12.93 | 11.29 |
Shares | 77.88 | 77.90 | 0.02 |
Bonds | 19.10 | 19.51 | 0.41 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.30 | 1.34 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.14 | 16.19 |
Price to Book | 2.10 | 2.38 |
Price to Sales | 1.71 | 1.80 |
Price to Cash Flow | 10.01 | 10.29 |
Dividend Yield | 2.89 | 2.58 |
5 Years Earnings Growth | 8.55 | 9.71 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.45 | 18.41 |
Technology | 15.72 | 17.57 |
Industrials | 11.88 | 13.59 |
Consumer Cyclical | 9.25 | 10.30 |
Healthcare | 8.83 | 10.51 |
Real Estate | 7.96 | 4.20 |
Consumer Defensive | 7.73 | 7.15 |
Communication Services | 6.34 | 7.21 |
Energy | 5.56 | 4.11 |
Utilities | 5.38 | 3.11 |
Basic Materials | 3.91 | 4.98 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 10.89 | 191.46 | +0.14% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 10.87 | 4.63 | +0.35% | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 10.32 | 12.26 | -0.08% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 9.53 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 8.33 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 6.54 | - | - | |
abrdn EM Local Ccy Bond Tracker X Acc | GB00BG08N068 | 5.48 | - | - | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 5.28 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 4.73 | 406.92 | +0.17% | |
abrdn Global Infras Eq Trkr Z Acc | GB00BQKMPY64 | 4.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market IV Inst Acc | 1.08B | 1.85 | 6.15 | 6.25 | ||
MyFolio Market II Inst Acc | 985.91M | 1.72 | 3.38 | 3.66 | ||
MyFolio Managed II Inst Acc | 965.3M | 1.10 | 2.25 | 2.51 | ||
Standard Life Wealth Bridge Inc | 569.52M | -3.15 | 0.73 | 5.18 | ||
The Norfolk Trust | 29.66M | -1.33 | 3.76 | 6.78 |
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