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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.670 | 9.540 | 2.870 |
Shares | 45.430 | 45.430 | 0.000 |
Bonds | 45.270 | 45.400 | 0.130 |
Other | 2.630 | 2.630 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.804 | 12.328 |
Price to Book | 2.123 | 1.789 |
Price to Sales | 1.826 | 1.371 |
Price to Cash Flow | 11.066 | 8.705 |
Dividend Yield | 3.008 | 3.601 |
5 Years Earnings Growth | 11.766 | 10.412 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.500 | 22.955 |
Technology | 17.500 | 9.533 |
Basic Materials | 13.410 | 12.651 |
Communication Services | 11.750 | 11.269 |
Consumer Cyclical | 11.440 | 12.203 |
Real Estate | 8.100 | 8.225 |
Consumer Defensive | 6.200 | 9.397 |
Healthcare | 4.010 | 6.150 |
Industrials | 3.240 | 5.681 |
Energy | 1.950 | 2.084 |
Utilities | 1.900 | 1.127 |
Number of long holdings: 11
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
New Road BCI Enhanced Opps B | ZAE000317137 | 35.82 | - | - | |
Granate BCI Active Bond S | ZAE000309217 | 14.13 | - | - | |
New Road BCI Global Flexible FoF B | ZAE000291738 | 11.53 | - | - | |
PortfolioMetrix BCI Dynamic Income B | ZAE000294690 | 10.57 | - | - | |
Fairtree BCI Income Plus F | ZAE000271094 | 10.19 | - | - | |
Ishares Core Msci World | - | 9.02 | - | - | |
10X S&P SA Top 50 D | ZAE000318515 | 6.05 | - | - | |
Amundi Us Treasury Bond 10+y U | - | 1.28 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PortfolioMetrix BCI Global Eq B1 | 8.96B | -1.47 | 13.51 | 12.65 | ||
PortfolioMetrix BCI Global Eq B2 | 8.96B | -1.53 | 13.06 | 12.16 | ||
Investec Wealth Investmen BCI Bal H | 10.21B | 0.61 | 9.96 | - | ||
36ONE BCI Equity B | 9.4B | 5.42 | 11.34 | 12.32 | ||
36ONE BCI Equity A | 9.4B | 4.92 | 9.45 | 10.15 |
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