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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 15.90 | 20.01 | 4.11 |
| Shares | 44.52 | 44.52 | 0.00 |
| Bonds | 38.68 | 38.68 | 0.00 |
| Convertible | 0.04 | 0.04 | 0.00 |
| Preferred | 0.01 | 0.01 | 0.00 |
| Other | 0.85 | 0.85 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 17.28 | 16.46 |
| Price to Book | 2.41 | 2.36 |
| Price to Sales | 1.84 | 1.72 |
| Price to Cash Flow | 10.89 | 10.15 |
| Dividend Yield | 2.64 | 2.77 |
| 5 Years Earnings Growth | 9.10 | 9.20 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 20.16 | 18.31 |
| Technology | 19.14 | 17.46 |
| Industrials | 12.60 | 12.69 |
| Consumer Cyclical | 9.60 | 10.23 |
| Healthcare | 9.25 | 9.00 |
| Consumer Defensive | 7.72 | 7.19 |
| Communication Services | 7.13 | 6.95 |
| Energy | 4.83 | 3.98 |
| Basic Materials | 4.39 | 5.13 |
| Utilities | 3.13 | 3.58 |
| Real Estate | 2.05 | 6.29 |
Number of long holdings: 24
Number of short holdings: 4
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| iShares North American Eq Idx (UK) L Acc | GB00B08HD588 | 17.05 | - | - | |
| Amundi Index Solutions - Amundi Core Global Govern | LU2355200796 | 11.24 | 4,515.25 | -0.08% | |
| BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 11.10 | 3.72 | -0.58% | |
| Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc | IE00BPT2BV95 | 10.77 | - | - | |
| Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 8.28 | - | - | |
| Lyxor UCITS Iboxx GBP Gilts | LU1407892592 | 7.58 | 118.53 | -0.23% | |
| iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 7.44 | - | - | |
| Amundi MSCI Emerging Markets II UCITS Inc | LU2573966905 | 5.72 | 54.46 | +1.28% | |
| Goldman Sachs Absolute Return Tracker Portfolio I | LU1103307747 | 3.78 | 15.300 | -0.07% | |
| State Street Global Alt Bt I GBP H | IE0003H626W7 | 3.77 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Equity Fund P GBP Acc | 7.41M | 5.99 | 15.59 | 15.63 | ||
| American Equity Fund R GBP Acc | 739M | 6.19 | 15.88 | 15.93 | ||
| American Equity Fund U2 GBP Acc | 1.23B | 3.09 | 13.80 | 14.78 | ||
| American Equity Fund A GBP Acc | 42.44M | -3.96 | 12.70 | 13.33 | ||
| American Equity Fund U1 GBP Acc | 377.97M | -3.57 | 13.63 | 14.27 |
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