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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.890 | 34.650 | 23.760 |
Stocks | 52.590 | 52.590 | 0.000 |
Bonds | 36.340 | 36.930 | 0.590 |
Convertible | 0.160 | 0.160 | 0.000 |
Other | 0.010 | 0.460 | 0.450 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.316 | 15.361 |
Price to Book | 2.313 | 2.239 |
Price to Sales | 1.348 | 1.657 |
Price to Cash Flow | 7.410 | 9.805 |
Dividend Yield | 2.695 | 2.985 |
5 Years Earnings Growth | 9.916 | 10.140 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.870 | 20.113 |
Industrials | 14.630 | 12.798 |
Financial Services | 11.850 | 16.054 |
Healthcare | 11.660 | 12.282 |
Consumer Cyclical | 10.930 | 8.909 |
Real Estate | 8.710 | 5.029 |
Energy | 7.980 | 4.749 |
Consumer Defensive | 6.920 | 8.836 |
Basic Materials | 5.230 | 5.665 |
Communication Services | 1.810 | 6.806 |
Utilities | 1.410 | 4.801 |
Number of long holdings: 15
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WSF Global Equity USD I | GG00B4Q85X38 | 14.25 | - | - | |
Templeton Global Bond A(acc)EUR-H1 | LU0294219869 | 13.42 | - | - | |
United States Treasury Notes 2.75% | - | 9.87 | - | - | |
U.S. Treasury Bond Stripped Principal Payment 0% | - | 9.80 | - | - | |
Schroder High Yield Opportunities Fund Class Accum | GB0009505693 | 9.51 | 1.73 | 0% | |
Fidelity Index US Fund Class A Acc | GB00B8G3MY63 | 7.65 | 5.82 | +0.83% | |
Baillie Gifford Japanese Smaller Companies B Acc | GB0006014921 | 7.00 | 35.780 | +3.14% | |
GS SICAV - GS Europe CORE Equity Portfolio A Inc | LU0122972895 | 6.75 | 21.140 | +0.86% | |
GS Glb Sm Cp CORE® Eq I Acc USD Snap | LU0245331581 | 4.85 | - | - | |
Janus Henderson Horizon Global Property Equities F | LU0264738294 | 3.00 | 25.030 | +0.04% |
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