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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.930 | 45.270 | 37.340 |
Shares | 56.550 | 67.820 | 11.270 |
Bonds | 31.140 | 52.080 | 20.940 |
Convertible | 0.140 | 0.140 | 0.000 |
Preferred | 0.210 | 0.210 | 0.000 |
Other | 4.020 | 4.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.953 | 16.839 |
Price to Book | 2.484 | 1.812 |
Price to Sales | 1.597 | 1.679 |
Price to Cash Flow | 9.214 | 9.919 |
Dividend Yield | 2.037 | 2.736 |
5 Years Earnings Growth | 13.230 | 11.122 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.220 | 17.591 |
Financial Services | 13.660 | 11.884 |
Healthcare | 13.640 | 8.642 |
Consumer Cyclical | 12.160 | 11.352 |
Industrials | 11.860 | 15.147 |
Consumer Defensive | 6.430 | 5.667 |
Communication Services | 5.770 | 6.458 |
Energy | 5.590 | 2.551 |
Basic Materials | 3.840 | 4.722 |
Utilities | 2.040 | 2.258 |
Real Estate | 1.800 | 16.904 |
Number of long holdings: 3
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Global Funds - Global Allocation Fund X2 | LU0328507826 | 89.69 | 118.090 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SMDS Global AI Fund | 461.16B | -1.01 | 17.30 | - | ||
SMDS SMAM DC Tsumitate NISA All Eq | 326.44B | -0.99 | 19.00 | 11.84 | ||
SMDS SMBC Wrap Japan Value Equity | 300.12B | 5.35 | 20.20 | 10.62 | ||
SMDS SMAM NY Dow Jones Open UnH | 205.39B | 1.91 | 21.21 | 14.18 | ||
SMDS Toyota Motor/Toyota Group Eq | 202.04B | -8.44 | 10.94 | 5.78 |
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