![Top 5 things to watch in markets in the week ahead](https://i-invdn-com.investing.com/news/moved_small-LYNXNPEK340R9_L.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.46 | 3.66 | 1.20 |
Stocks | 93.41 | 93.41 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Other | 4.10 | 4.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.24 | 17.71 |
Price to Book | 2.45 | 2.84 |
Price to Sales | 1.66 | 2.03 |
Price to Cash Flow | 11.65 | 11.67 |
Dividend Yield | 2.18 | 2.13 |
5 Years Earnings Growth | 11.56 | 10.96 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.80 | 15.54 |
Technology | 18.96 | 21.97 |
Healthcare | 12.57 | 14.33 |
Consumer Cyclical | 11.94 | 10.55 |
Industrials | 11.68 | 12.11 |
Communication Services | 5.75 | 7.32 |
Consumer Defensive | 5.21 | 8.43 |
Basic Materials | 4.31 | 4.39 |
Energy | 2.70 | 4.06 |
Real Estate | 2.17 | 2.79 |
Utilities | 1.91 | 2.61 |
Number of long holdings: 22
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Polar Capital Global Insurance Fund I Acc | IE00B5339C57 | 8.48 | 12.045 | +0.99% | |
BlackRock European Dynamic FX Acc | GB00BW9Z0V08 | 7.51 | - | - | |
JPM US Select Fund C - Net Accumulation | GB00B2Q5DR06 | 7.34 | 10.420 | 0.00% | |
Fidelity Index US Fund P Accumulation | GB00BJS8SH10 | 7.25 | 4.59 | -0.19% | |
Xtrackers S&P 500 Equal Weight UCITS ETF 1C | IE00BLNMYC90 | 7.02 | 89.12 | -0.13% | |
FTF Franklin US Opportunities Fund W (acc) | GB00B7KCG406 | 5.60 | 5.789 | -1.40% | |
Artemis US Select I Acc GBP | GB00BMMV5105 | 5.39 | - | - | |
Artemis US Smaller Companies Fund I Acc GBP | GB00BMMV5766 | 5.02 | 3.675 | -1.16% | |
Polar Capital Healthcare Opportunities Fund I Inc | IE00B3NLDF60 | 4.36 | 60.130 | +0.02% | |
First State Asia Focus Fund Class B Acc GBP | GB00BWNGXJ86 | 4.18 | 2.337 | -0.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail Accumulation | 4.98M | 4.28 | 2.32 | 4.91 | ||
Universal Portfolio Retail Income | 2.21K | 4.26 | 2.29 | 5.09 | ||
Sentinel Universal Portfolio B Accu | 90.5M | 4.61 | 3.09 | 5.59 | ||
Sentinel Universal Portfolio Class | 1.46M | 1.44 | 3.31 | 5.31 | ||
MGTS Greystone Global Growth Fund R | 78.36M | 7.25 | 2.24 | 9.29 |
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