
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.57 | 10.03 | 0.46 |
Shares | 73.12 | 73.12 | 0.00 |
Bonds | 8.89 | 8.89 | 0.00 |
Other | 8.43 | 8.54 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.74 | 16.12 |
Price to Book | 3.81 | 2.37 |
Price to Sales | 3.04 | 1.79 |
Price to Cash Flow | 15.10 | 10.18 |
Dividend Yield | 1.62 | 2.58 |
5 Years Earnings Growth | 11.38 | 9.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.62 | 17.70 |
Consumer Cyclical | 19.68 | 10.28 |
Healthcare | 13.23 | 10.54 |
Financial Services | 12.41 | 18.44 |
Industrials | 11.77 | 13.39 |
Communication Services | 8.92 | 7.15 |
Basic Materials | 6.79 | 4.99 |
Consumer Defensive | 4.17 | 7.13 |
Real Estate | 0.23 | 4.21 |
Energy | 0.13 | 4.17 |
Utilities | 0.05 | 3.14 |
Number of long holdings: 56
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.12 | 242.07 | +0.04% | |
WisdomTree Physical Gold - GBP Daily Hedged | JE00B7VG2M16 | 2.90 | 1,694.00 | -0.88% | |
United Kingdom of Great Britain and Northern Ireland 0.25% | GB00BLPK7110 | 2.71 | - | - | |
Amazon.com | US0231351067 | 2.67 | 205.01 | -0.34% | |
NVIDIA | US67066G1040 | 2.49 | 135.13 | -2.92% | |
Visa A | US92826C8394 | 2.47 | 365.19 | +0.77% | |
United Kingdom of Great Britain and Northern Ireland 0.125% | GB00BMBL1G81 | 2.41 | - | - | |
DBS | SG1L01001701 | 2.32 | 44.72 | -0.60% | |
Meta Platforms | US30303M1027 | 2.21 | 647.49 | +0.38% | |
United Kingdom of Great Britain and Northern Ireland 0.25% | GB00BMGR2809 | 2.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Juniper Acc | 345.51M | -3.65 | 5.64 | 7.53 | ||
Thesis Juniper Inc | 667.28M | -3.64 | 5.63 | 7.52 | ||
Climate Assets B GBP Accumulation | 316.06M | -1.80 | 0.21 | 5.52 | ||
Fund Climate Assets B GBP Income | 316.06M | -1.80 | 0.21 | 5.51 | ||
Climate Assets C GBP Accumulation | 316.06M | -1.77 | 0.41 | 5.74 |
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