
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.400 | 17.840 | 1.440 |
Shares | 50.960 | 50.960 | 0.000 |
Bonds | 31.530 | 31.540 | 0.010 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 1.090 | 1.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.358 | 12.320 |
Price to Book | 2.266 | 1.789 |
Price to Sales | 1.243 | 1.370 |
Price to Cash Flow | 10.892 | 8.718 |
Dividend Yield | 2.799 | 3.604 |
5 Years Earnings Growth | 7.934 | 10.433 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.810 | 22.974 |
Consumer Cyclical | 13.610 | 12.159 |
Healthcare | 12.880 | 6.159 |
Consumer Defensive | 12.700 | 9.374 |
Technology | 11.860 | 9.529 |
Basic Materials | 10.650 | 12.644 |
Communication Services | 6.070 | 11.316 |
Industrials | 2.600 | 5.687 |
Real Estate | 1.600 | 8.218 |
Energy | 0.930 | 2.087 |
Utilities | 0.300 | 1.127 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
The Platinum Global Managed B USD Acc | GG00BQ1NHD10 | 28.26 | - | - | |
Aluwani BCI High Yield D | ZAE000303954 | 12.34 | - | - | |
Granate BCI Multi Income D | ZAE000274619 | 12.27 | - | - | |
Taquanta Active Income FR R4 | ZAE000330528 | 11.95 | - | - | |
36ONE BCI Equity D | ZAE000180378 | 6.82 | 11.437 | +0.23% | |
Sanlam Select Optimised Equity B4 | ZAE000068409 | 6.55 | 134.466 | +0.82% | |
Vanguard Dividend Appreciation | US9219088443 | 5.73 | 199.27 | -0.33% | |
Aylett Equity Prescient Fund A1 | ZAE000081154 | 5.43 | 58.590 | +0.82% | |
Truffle Aggressive ALSI Equity | - | 5.22 | - | - | |
Fairtree Equity Prescient A2 Fund | ZAE000203576 | 4.45 | 5.238 | +0.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PortfolioMetrix BCI Global Eq B1 | 8.93B | -1.47 | 13.51 | 12.65 | ||
PortfolioMetrix BCI Global Eq B2 | 8.93B | -1.53 | 13.06 | 12.16 | ||
Investec Wealth Investmen BCI Bal H | 10.15B | 0.61 | 9.96 | - | ||
36ONE BCI Equity A | 9.36B | 2.99 | 8.81 | 9.72 | ||
36ONE BCI Equity B | 9.36B | 3.39 | 10.72 | 11.89 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review