Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.06 | 7.83 | 5.77 |
Stocks | 63.97 | 63.97 | 0.00 |
Bonds | 32.67 | 32.74 | 0.07 |
Convertible | 0.19 | 0.19 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 1.11 | 1.12 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.99 | 15.87 |
Price to Book | 1.96 | 2.27 |
Price to Sales | 1.46 | 1.65 |
Price to Cash Flow | 8.89 | 9.79 |
Dividend Yield | 2.87 | 2.69 |
5 Years Earnings Growth | 10.66 | 10.67 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.00 | 17.06 |
Financial Services | 17.30 | 16.79 |
Industrials | 10.77 | 13.44 |
Consumer Cyclical | 10.56 | 10.51 |
Healthcare | 9.72 | 11.30 |
Consumer Defensive | 7.28 | 7.53 |
Communication Services | 6.84 | 6.58 |
Basic Materials | 5.57 | 5.81 |
Energy | 5.01 | 5.11 |
Utilities | 2.98 | 3.13 |
Real Estate | 2.97 | 4.45 |
Number of long holdings: 35
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 13.29 | 11.54 | +0.70% | |
Vanguard UK Invm Grd Bd Idx £ Dist | IE00B1S74W91 | 11.25 | - | - | |
BlackRock Corporate Bond Tracker Fund L Acc | GB00B5MMQ552 | 11.16 | 1.56 | +0.36% | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 10.00 | - | - | |
HSBC American Index Fund Retail Accumulation | GB0000470418 | 9.24 | 11.99 | +0.61% | |
L&G Pacific Index C Acc | GB00BG0QPB53 | 5.44 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 4.52 | - | - | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 3.85 | 2.98 | 0% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 3.72 | 4.14 | -0.70% | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 3.59 | 3.03 | -0.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Architas Multi Asset Passive Progrd | 16.64M | 1.65 | 4.31 | 7.07 | ||
Architas Multi Asset Passive Progra | 8.46M | 4.64 | 3.89 | 6.82 | ||
Architas Multi Asset Passive Progrz | 34.44M | 4.80 | 4.27 | 7.20 | ||
Passive Progressive Fund Class R Ac | 14.18M | 4.45 | 3.43 | 6.35 | ||
Architas Multi Asset Blended Progre | 133.02M | 1.80 | 3.31 | 6.01 |
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