Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 12.820 | 16.460 | 3.640 |
Shares | 34.180 | 34.370 | 0.190 |
Bonds | 48.060 | 48.310 | 0.250 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 4.860 | 4.860 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.054 | 11.768 |
Price to Book | 1.505 | 1.502 |
Price to Sales | 1.038 | 1.476 |
Price to Cash Flow | 7.292 | 7.674 |
Dividend Yield | 3.939 | 4.635 |
5 Years Earnings Growth | 12.497 | 10.690 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.210 | 19.924 |
Communication Services | 12.320 | 11.502 |
Basic Materials | 11.960 | 13.038 |
Consumer Cyclical | 10.940 | 9.771 |
Consumer Defensive | 10.200 | 10.014 |
Technology | 9.800 | 9.027 |
Real Estate | 6.750 | 17.885 |
Industrials | 5.920 | 6.149 |
Healthcare | 4.780 | 6.368 |
Energy | 3.760 | 2.799 |
Utilities | 0.370 | 1.223 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coronation Balanced Defensive Fund A | ZAE000090627 | 16.63 | 2.242 | 0% | |
Nedgroup Inv Core Guarded C2 | ZAE000259198 | 16.63 | - | - | |
PSG Stable Fund D | ZAE000181632 | 16.62 | 1.618 | +0.07% | |
Prudential Inflation Plus Fund B | ZAE000041026 | 16.62 | 4.315 | 0% | |
Investec Cautious Managed Fund B | ZAE000079513 | 16.61 | 2.181 | -0.51% | |
Sanlam Investment Management Inflation Plus Fund B | ZAE000099933 | 16.55 | 5.761 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds C | 35.01B | 1.16 | 7.99 | 6.00 | ||
PSG Wealth Moderate Fund of Funds B | 35.01B | 1.41 | 9.05 | 7.02 | ||
PSG Wealth Moderate Fund of Funds A | 35.01B | 1.33 | 8.74 | 6.71 | ||
PSG Wealth Moderate Fund of Funds D | 35.01B | 1.65 | 10.12 | 8.04 | ||
PSG Wealth Global Creator Feeder FA | 23.61B | 9.09 | 11.87 | 14.06 |
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