![Wall St closes higher as investors return to megacap stocks](https://i-invdn-com.investing.com/news/external-images-thumbnails/LYNXMPEK6L089_L.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.21 | 44.59 | 40.38 |
Stocks | 58.60 | 58.63 | 0.03 |
Bonds | 33.41 | 38.48 | 5.07 |
Convertible | 0.24 | 0.24 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 3.48 | 3.61 | 0.13 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.93 | 15.29 |
Price to Book | 1.86 | 2.14 |
Price to Sales | 1.42 | 1.53 |
Price to Cash Flow | 9.27 | 9.46 |
Dividend Yield | 3.08 | 3.01 |
5 Years Earnings Growth | 10.35 | 10.58 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.74 | 17.91 |
Technology | 15.90 | 16.65 |
Industrials | 13.25 | 12.31 |
Consumer Cyclical | 9.61 | 10.19 |
Healthcare | 8.35 | 10.67 |
Consumer Defensive | 7.83 | 7.78 |
Real Estate | 7.51 | 6.24 |
Communication Services | 7.12 | 6.45 |
Energy | 4.85 | 4.89 |
Utilities | 4.56 | 3.35 |
Basic Materials | 4.27 | 5.68 |
Number of long holdings: 51
Number of short holdings: 15
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 6.50 | - | - | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 6.02 | 4.22 | +0.64% | |
Findlay Park American GBP Unhedged | IE00BWY58M24 | 5.74 | 170.810 | -0.12% | |
CF Lindsell Train UK Equity Acc | GB00B18B9X76 | 5.42 | 5.13 | +0.40% | |
Dodge & Cox Worldwide US Stock Fund A GBP | IE00B50M4X14 | 3.91 | 57.260 | -0.30% | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 3.88 | 384.69 | -0.19% | |
Invesco Emer Mkt Lcl Dbt S GBP Acc | LU2014295013 | 3.84 | - | - | |
MS INVF Emerging Markets Lcl Inc J GBP | LU2607188781 | 3.82 | - | - | |
Hermes Asia Ex Japan Equity Fund F GBP Acc | IE00B8449Z10 | 3.54 | 3.382 | -0.24% | |
First State Asia Focus Fund Class B Acc GBP | GB00BWNGXJ86 | 3.45 | 2.291 | -0.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.24B | 5.26 | 2.40 | 5.44 | ||
MyFolio Market III Retail Acc | 2.24B | 5.02 | 2.02 | 4.96 | ||
MyFolio Market III Retail Platform | 2.24B | 5.23 | 2.36 | 5.35 | ||
International Trust | 1.68B | 6.27 | 12.61 | 12.60 | ||
Standard Life Small Inst S Acc | 964.54M | 8.87 | -4.10 | 10.73 |
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