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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.340 | 2.520 | 0.180 |
Stocks | 82.910 | 82.910 | 0.000 |
Bonds | 12.210 | 12.210 | 0.000 |
Convertible | 0.100 | 0.100 | 0.000 |
Other | 2.430 | 2.430 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.382 | 12.608 |
Price to Book | 2.023 | 1.738 |
Price to Sales | 1.608 | 1.478 |
Price to Cash Flow | 8.265 | 7.948 |
Dividend Yield | 4.056 | 4.079 |
5 Years Earnings Growth | 11.467 | 10.935 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 23.520 | 8.997 |
Consumer Defensive | 20.640 | 10.189 |
Healthcare | 17.750 | 7.359 |
Financial Services | 11.610 | 19.589 |
Communication Services | 7.360 | 12.677 |
Energy | 5.760 | 4.048 |
Technology | 4.270 | 10.679 |
Consumer Cyclical | 3.180 | 11.520 |
Utilities | 2.950 | 1.250 |
Industrials | 2.950 | 7.098 |
Number of long holdings: 50
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Global High Yield Corporate Bond UCITS | IE00B74DQ490 | 5.21 | 84.84 | +0.01% | |
iShares Global Corporate Bond UCITS | IE00B7J7TB45 | 5.20 | 67.85 | +0.47% | |
Prologis | US74340W1036 | 2.67 | 110.49 | +2.71% | |
Vodafone Group PLC | GB00BH4HKS39 | 2.58 | 75.620 | +1.12% | |
Nestle | CH0038863350 | 2.48 | 95.56 | +1.51% | |
GSK plc | GB00BN7SWP63 | 2.46 | 1,766.50 | +2.11% | |
Novartis | CH0012005267 | 2.45 | 92.96 | +1.90% | |
Roche Holding Participation | CH0012032048 | 2.45 | 231.00 | +1.18% | |
Walmart | US9311421039 | 2.43 | 65.76 | +1.34% | |
McDonald’s | US5801351017 | 2.43 | 258.89 | +2.71% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bridge Managed Growth Fund C | 979.05M | -1.44 | 13.58 | 5.51 | ||
Bridge Managed Growth Fund A | 979.05M | -2.36 | 10.34 | 4.16 | ||
Bridge Stable Growth Fund C | 372.82M | -0.68 | 12.97 | 5.96 | ||
Bridge Equity Income Growth Fund A | 393.92M | 2.51 | 12.61 | 5.53 | ||
Bridge Stable Growth Fund A | 372.82M | -1.91 | 9.91 | 4.82 |
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