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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.21 | 8.07 | 6.86 |
Shares | 95.11 | 95.12 | 0.01 |
Bonds | 2.05 | 2.06 | 0.01 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 1.59 | 1.64 | 0.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.09 | 16.32 |
Price to Book | 2.06 | 2.38 |
Price to Sales | 1.61 | 1.89 |
Price to Cash Flow | 9.54 | 10.36 |
Dividend Yield | 2.85 | 2.56 |
5 Years Earnings Growth | 9.48 | 10.16 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.39 | 18.36 |
Technology | 16.52 | 18.18 |
Industrials | 11.80 | 13.07 |
Consumer Cyclical | 9.86 | 10.86 |
Healthcare | 9.61 | 11.19 |
Consumer Defensive | 7.76 | 7.14 |
Communication Services | 6.60 | 6.77 |
Real Estate | 5.55 | 3.81 |
Energy | 5.47 | 3.79 |
Basic Materials | 4.23 | 5.13 |
Utilities | 4.23 | 4.58 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 13.92 | 4.48 | +0.43% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 13.91 | 186.93 | +0.09% | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 13.02 | 11.45 | -1.55% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 10.91 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 10.19 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 10.09 | - | - | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 7.41 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 5.63 | 380.30 | -1.75% | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 5.19 | 3.13 | +0.88% | |
abrdn Global Infras Eq Trkr Z Acc | GB00BQKMPY64 | 3.20 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.16B | 0.43 | 3.37 | 4.85 | ||
MyFolio Market III Retail Acc | 2.16B | 0.28 | 3.01 | 4.40 | ||
Standard Life Small Inst S Acc | 817.96M | -6.80 | -2.23 | 8.29 | ||
MyFolio Market V Retail Acc | 671.6M | 0.20 | 5.86 | 7.10 | ||
MyFolio Multi Manager III Inst Acc | 374.85M | 0.30 | 2.44 | 3.69 |
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