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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.740 | 3.280 | 1.540 |
Shares | 92.360 | 92.360 | 0.000 |
Bonds | 2.960 | 2.960 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 2.920 | 2.920 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.700 | 16.014 |
Price to Book | 2.376 | 2.123 |
Price to Sales | 1.690 | 1.739 |
Price to Cash Flow | 11.977 | 14.485 |
Dividend Yield | 1.808 | 2.777 |
5 Years Earnings Growth | 11.595 | 11.680 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.990 | 18.565 |
Industrials | 13.240 | 12.506 |
Financial Services | 13.020 | 15.743 |
Consumer Cyclical | 11.620 | 13.583 |
Healthcare | 10.630 | 9.424 |
Communication Services | 8.000 | 7.064 |
Consumer Defensive | 5.710 | 6.811 |
Real Estate | 4.910 | 11.512 |
Energy | 3.400 | 3.279 |
Basic Materials | 3.330 | 4.064 |
Utilities | 2.150 | 2.757 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US Total Market ETF | - | 53.65 | - | - | |
Nomura TOPIX Listed | JP3027630007 | 23.66 | 3,064.0 | +0.26% | |
iShares MSCI Kokusai ETF | - | 12.05 | - | - | |
Vanguard Total International Bond ETF | - | 3.02 | - | - | |
Emerging Markets Bond ETF | - | 2.91 | - | - | |
Vanguard Global ex-US Real Est ETF | - | 1.22 | - | - | |
Vanguard Real Estate ETF | - | 1.10 | - | - | |
Vanguard FTSE Emerging Markets ETF | - | 1.09 | - | - | |
iShares JP Morgan USD Em Mkts Bd ETF | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SMDS Global AI Fund | 474.79B | -1.01 | 17.30 | - | ||
SMDS SMAM DC Tsumitate NISA All Eq | 330.23B | -0.99 | 19.00 | 11.84 | ||
SMDS SMBC Wrap Japan Value Equity | 298.49B | 5.35 | 20.20 | 10.62 | ||
SMDS SMAM NY Dow Jones Open UnH | 207.59B | 1.91 | 21.21 | 14.18 | ||
SMDS Toyota Motor/Toyota Group Eq | 199.79B | -8.44 | 10.94 | 5.78 |
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