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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.320 | 3.590 | 1.270 |
Stocks | 88.660 | 88.660 | 0.000 |
Bonds | 3.010 | 3.010 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 5.960 | 5.960 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.728 | 15.580 |
Price to Book | 1.790 | 2.621 |
Price to Sales | 1.396 | 2.371 |
Price to Cash Flow | 7.062 | 10.295 |
Dividend Yield | 2.757 | 2.779 |
5 Years Earnings Growth | 10.842 | 12.532 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.810 | 15.740 |
Technology | 13.760 | 16.940 |
Energy | 13.540 | 6.313 |
Consumer Cyclical | 8.980 | 12.743 |
Industrials | 8.770 | 10.829 |
Healthcare | 7.900 | 10.176 |
Consumer Defensive | 7.680 | 12.537 |
Communication Services | 6.340 | 7.151 |
Basic Materials | 5.980 | 6.438 |
Utilities | 4.500 | 2.732 |
Real Estate | 2.730 | 3.529 |
Number of long holdings: 17
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lyxor Core Morningstar UK NT (DR) UCITS | LU1781541096 | 18.77 | 11.52 | +0.27% | |
HSBC MSCI Emerging Markets UCITS | IE00B5SSQT16 | 11.91 | 853.50 | +0.78% | |
Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 9.98 | 77.25 | +1.14% | |
Xtrackers S&P Europe Ex UK UCITS ETF 1D | IE00BGV5VM45 | 7.96 | 71.44 | +0.69% | |
iShares S&P 500 USD Energy | IE00B42NKQ00 | 7.20 | 8.634 | +2.11% | |
Franklin FTSE China UCITS | IE00BHZRR147 | 6.24 | 21.16 | +0.36% | |
L&G Global Small Cap Eq Idx C GBP Acc | IE00BG0VVG79 | 5.04 | - | - | |
iShares S&P 500 USD Financials | IE00B4JNQZ49 | 5.02 | 10.894 | +0.70% | |
Franklin FTSE India UCITS | IE00BHZRQZ17 | 4.89 | 43.13 | -0.25% | |
iShares S&P 500 USD Info Tech | IE00B3WJKG14 | 4.09 | 25.540 | +1.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BYVB3M28 | 574.38M | 3.67 | 6.96 | - | ||
GB00BFN4H792 | 328.56M | 6.11 | 16.76 | - | ||
VT De Lisle America B GBP | 361.16M | 7.37 | 11.11 | 14.29 | ||
GB00BYW8RX12 | 990.08M | -1.03 | 7.31 | - | ||
GB00BYVZQ252 | 175.98M | 2.50 | 7.57 | - |
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