![Gold prices steady around $2,300 with inflation data in focus](https://i-invdn-com.investing.com/news/LYNXNPEB880JW_S.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.69 | 38.04 | 35.35 |
Stocks | 43.09 | 45.79 | 2.70 |
Bonds | 49.90 | 59.66 | 9.76 |
Convertible | 0.28 | 0.28 | 0.00 |
Preferred | 0.28 | 0.28 | 0.00 |
Other | 3.76 | 3.85 | 0.09 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.16 | 15.15 |
Price to Book | 2.29 | 2.11 |
Price to Sales | 1.67 | 1.58 |
Price to Cash Flow | 10.62 | 9.44 |
Dividend Yield | 3.26 | 3.07 |
5 Years Earnings Growth | 9.93 | 10.63 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.15 | 16.56 |
Technology | 17.01 | 16.81 |
Industrials | 14.46 | 12.49 |
Healthcare | 12.90 | 10.79 |
Consumer Cyclical | 9.10 | 10.20 |
Consumer Defensive | 8.51 | 7.82 |
Energy | 5.96 | 4.95 |
Basic Materials | 5.29 | 5.65 |
Communication Services | 4.06 | 6.37 |
Utilities | 3.81 | 3.37 |
Real Estate | 1.75 | 6.85 |
Number of long holdings: 33
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 6.02 | 148.136 | +0.05% | |
JPM Global Equity Income S GBP Net Acc | GB00BLJP7121 | 5.97 | - | - | |
JPM US Research Enhanced Idx Eq E Acc | GB00BJRCPT57 | 5.97 | - | - | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 5.02 | 273.09 | -0.39% | |
Royal London Diversified ABS Fund Z Acc | GB00B4K6P774 | 4.02 | - | - | |
JPM Europe (ex-UK) Rsh Enh Idx Eq E Acc | GB00BKTF1F72 | 4.01 | - | - | |
Jupiter Global Macro Bond U1 GBP Acc | GB00BHBX7Y96 | 4.01 | - | - | |
Waverton Sterling Bond P GBP | IE00BGQYPR94 | 4.00 | - | - | |
Invesco Tactical Bond UK Z Acc | GB00B8N45T82 | 3.99 | - | - | |
Aviva Investors Global Eq Inc 4 GBP Inc | GB00BKKJS130 | 3.97 | - | - |
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 | 90.52M | 4.61 | 3.09 | 5.59 | ||
Sentinel Universal Portfolio Class | 1.46M | 1.44 | 3.31 | 5.31 | ||
MGTS Greystone Global Growth Fund R | 78.07M | 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