Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.36 | 32.91 | 31.55 |
Stocks | 77.60 | 77.60 | 0.00 |
Bonds | 17.29 | 17.45 | 0.16 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 3.68 | 3.69 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.26 | 15.86 |
Price to Book | 1.99 | 2.27 |
Price to Sales | 1.57 | 1.65 |
Price to Cash Flow | 9.72 | 9.74 |
Dividend Yield | 3.05 | 2.68 |
5 Years Earnings Growth | 10.13 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.10 | 17.15 |
Financial Services | 15.34 | 16.71 |
Industrials | 11.32 | 13.41 |
Healthcare | 9.75 | 11.30 |
Consumer Cyclical | 9.69 | 10.50 |
Consumer Defensive | 7.60 | 7.53 |
Real Estate | 7.23 | 4.50 |
Energy | 6.59 | 5.12 |
Communication Services | 6.05 | 6.55 |
Utilities | 5.31 | 3.11 |
Basic Materials | 5.02 | 5.84 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 11.25 | 11.14 | -0.45% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 10.98 | 4.19 | -0.88% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 10.91 | 174.14 | -0.91% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 9.67 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 8.85 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 6.10 | - | - | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 5.65 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 5.03 | 372.89 | -0.28% | |
abrdn Global REIT Tracker X | GB00BK5HLH91 | 4.07 | - | - | |
L&G Global Infrastructure Index C Acc | GB00BF0TZL74 | 4.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.11B | 1.25 | -0.77 | 3.02 | ||
MyFolio Managed II Retail Platform | 1.11B | 1.24 | -0.80 | 2.91 | ||
MyFolio Market II Inst Acc | 1.04B | 1.62 | 0.51 | 4.03 | ||
MyFolio Market II Retail Platform 1 | 1.04B | 1.60 | 0.48 | 3.93 | ||
MyFolio Market IV Retail Acc | 994.47M | 4.24 | 3.54 | 6.27 |
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