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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 56.620 | 56.620 | 0.000 |
Bonds | 40.660 | 40.660 | 0.000 |
Other | 4.700 | 4.700 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.352 | 16.189 |
Price to Book | 2.937 | 2.414 |
Price to Sales | 2.970 | 1.814 |
Price to Cash Flow | 7.719 | 9.832 |
Dividend Yield | 1.622 | 2.492 |
5 Years Earnings Growth | 9.142 | 10.650 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.710 | 18.923 |
Communication Services | 21.400 | 7.533 |
Consumer Cyclical | 12.710 | 11.886 |
Real Estate | 12.490 | 2.794 |
Financial Services | 8.690 | 16.458 |
Industrials | 8.690 | 12.372 |
Consumer Defensive | 1.350 | 7.487 |
Utilities | 0.670 | 3.209 |
Healthcare | 0.280 | 11.865 |
Number of long holdings: 71
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4% | - | 8.55 | - | - | |
United States Treasury Notes 4.25% | - | 7.56 | - | - | |
Berkshire Hathaway Inc. 0.974% | XS2805271140 | 5.73 | - | - | |
United States Treasury Notes 4.125% | - | 5.15 | - | - | |
United States Treasury Bills 0% | - | 4.84 | - | - | |
United States Treasury Bills 0% | - | 4.83 | - | - | |
Invesco Physical Gold ETC | IE00B579F325 | 4.70 | 323.25 | -0.51% | |
Tencent Holdings | KYG875721634 | 4.29 | 514.00 | -0.19% | |
Euro Stoxx 50 Jun25 | DE000C6ZNNN9 | 3.97 | - | - | |
Palantir | US69608A1088 | 3.23 | 119.91 | -7.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 7.9B | -10.51 | 1.93 | 7.93 | ||
PIMegatrend Selection P dy GBP | 7.9B | -10.77 | 1.02 | 7.00 | ||
PI Water I dy GBP | 6.18B | -5.11 | 2.28 | 9.53 | ||
PI Water P dy GBP | 6.18B | -5.39 | 1.31 | 8.61 | ||
PIEnvironmental Opportunities I dy | 4.58B | -8.88 | 1.91 | 9.77 |
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