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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.85 | 19.22 | 16.37 |
Shares | 70.75 | 71.11 | 0.36 |
Bonds | 24.38 | 24.48 | 0.10 |
Convertible | 0.21 | 0.21 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 1.81 | 1.82 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.61 | 16.12 |
Price to Book | 1.91 | 2.37 |
Price to Sales | 1.55 | 1.79 |
Price to Cash Flow | 8.77 | 10.18 |
Dividend Yield | 2.78 | 2.58 |
5 Years Earnings Growth | 9.28 | 9.87 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.12 | 18.44 |
Technology | 18.24 | 17.70 |
Industrials | 11.20 | 13.39 |
Consumer Cyclical | 11.14 | 10.28 |
Healthcare | 8.50 | 10.54 |
Communication Services | 7.51 | 7.15 |
Consumer Defensive | 6.95 | 7.13 |
Energy | 4.82 | 4.17 |
Basic Materials | 4.38 | 4.99 |
Real Estate | 4.17 | 4.21 |
Utilities | 3.98 | 3.14 |
Number of long holdings: 32
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Index Emerging Markets P Accumulation | GB00BHZK8D21 | 11.58 | 1.903 | +0.50% | |
abrdn Asia Pacific ex-Japan TrkrN£Acc | GB00BKBD2G73 | 9.05 | - | - | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 8.74 | 12.04 | -0.82% | |
HSBC American Index Fund Retail Accumulation | GB0000470418 | 8.72 | 12.46 | -0.32% | |
BlackRock Corporate Bond Tracker Fund L Acc | GB00B5MMQ552 | 7.05 | 1.62 | +0.45% | |
Vanguard UK Invm Grd Bd Idx £ Dist | IE00B1S74W91 | 6.97 | - | - | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 4.83 | 4.63 | +0.19% | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 4.72 | 3.14 | -0.59% | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 4.71 | 3.39 | +0.91% | |
L&G S&P 500 US Equal Wght Idx C GBP Acc | GB00BSWT8Q21 | 4.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Architas Multi Asset Passive Progra | 7.67M | -2.39 | 4.13 | 6.00 | ||
Architas Multi Asset Passive Progrz | 33.98M | -2.28 | 4.51 | 6.39 | ||
Architas Multi Asset Passive Progrd | 13.87M | 0.32 | 4.49 | 6.38 | ||
Architas Multi Asset Passive Progre | 270.03M | 0.33 | 4.53 | 6.41 | ||
Architas Multi Asset Active Progrei | 2.57M | -0.71 | 3.37 | 5.47 |
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