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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.72 | 16.38 | 14.66 |
Shares | 78.01 | 78.04 | 0.03 |
Bonds | 18.95 | 19.14 | 0.19 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.24 | 1.31 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.30 | 16.12 |
Price to Book | 2.01 | 2.37 |
Price to Sales | 1.63 | 1.79 |
Price to Cash Flow | 9.37 | 10.18 |
Dividend Yield | 2.93 | 2.58 |
5 Years Earnings Growth | 8.77 | 9.87 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.66 | 18.44 |
Technology | 15.29 | 17.70 |
Industrials | 11.70 | 13.39 |
Consumer Cyclical | 9.18 | 10.28 |
Healthcare | 9.09 | 10.54 |
Real Estate | 7.92 | 4.21 |
Consumer Defensive | 7.76 | 7.13 |
Communication Services | 6.27 | 7.15 |
Energy | 5.89 | 4.17 |
Utilities | 5.27 | 3.14 |
Basic Materials | 3.97 | 4.99 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 11.19 | 4.61 | -0.04% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 11.15 | 192.00 | +0.02% | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 10.41 | 11.92 | -0.83% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 9.51 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 8.20 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 6.52 | - | - | |
abrdn EM Local Ccy Bond Tracker X Acc | GB00BG08N068 | 5.33 | - | - | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 5.07 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 4.65 | 397.57 | -0.12% | |
abrdn Global Infras Eq Trkr Z Acc | GB00BQKMPY64 | 4.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market IV Inst Acc | 1.07B | -1.63 | 4.71 | 5.95 | ||
MyFolio Managed II Inst Acc | 962.72M | -0.80 | 1.36 | 2.42 | ||
MyFolio Market II Inst Acc | 985.4M | -0.13 | 2.58 | 3.52 | ||
Standard Life Wealth Bridge Inc | 568.98M | -3.15 | 0.73 | 5.18 | ||
The Norfolk Trust | 29.56M | -1.33 | 3.76 | 6.78 |
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