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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.87 | 11.90 | 10.03 |
Stocks | 67.43 | 67.43 | 0.00 |
Bonds | 28.17 | 28.21 | 0.04 |
Convertible | 0.21 | 0.21 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.32 | 2.32 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.62 | 16.29 |
Price to Book | 1.98 | 2.31 |
Price to Sales | 1.55 | 1.70 |
Price to Cash Flow | 9.44 | 10.13 |
Dividend Yield | 2.72 | 2.64 |
5 Years Earnings Growth | 11.15 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.07 | 17.16 |
Financial Services | 18.01 | 17.00 |
Industrials | 10.74 | 13.47 |
Consumer Cyclical | 10.65 | 10.32 |
Healthcare | 9.43 | 11.34 |
Communication Services | 7.36 | 6.61 |
Consumer Defensive | 7.22 | 7.42 |
Energy | 5.32 | 4.90 |
Basic Materials | 5.25 | 5.65 |
Utilities | 3.29 | 3.17 |
Real Estate | 2.68 | 4.42 |
Number of long holdings: 32
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 12.59 | 11.58 | -0.26% | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 11.22 | - | - | |
BlackRock Corporate Bond Tracker Fund L Acc | GB00B5MMQ552 | 10.05 | 1.59 | -0.41% | |
Vanguard UK Invm Grd Bd Idx £ Dist | IE00B1S74W91 | 9.70 | - | - | |
abrdn Asia Pacific ex-Japan TrkrN£Acc | GB00BKBD2G73 | 8.96 | - | - | |
HSBC American Index Fund Retail Accumulation | GB0000470418 | 8.28 | 12.03 | -0.31% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 5.07 | 4.27 | +0.73% | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 5.07 | 3.11 | 0% | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 4.54 | 3.02 | -1.63% | |
L&G Emerging Mkts Eq Idx C GBP Acc | IE00BK1WXV60 | 3.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Architas Multi Asset Passive Progrd | 15.91M | 1.65 | 4.31 | 7.07 | ||
Architas Multi Asset Passive Progre | 268.2M | 1.66 | 4.36 | 7.04 | ||
Passive Progressive Fund Class R Ac | 14.07M | 6.59 | 2.70 | 6.29 | ||
Architas Multi Asset Passive Progrz | 35.26M | 7.16 | 3.50 | 7.15 | ||
Architas Multi Asset Blended Progre | 124.24M | 1.80 | 3.31 | 6.01 |
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