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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.910 | 10.600 | 3.690 |
Stocks | 40.610 | 40.680 | 0.070 |
Bonds | 49.020 | 49.340 | 0.320 |
Convertible | 0.140 | 0.140 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 3.280 | 3.290 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.772 | 15.518 |
Price to Book | 2.280 | 2.300 |
Price to Sales | 1.260 | 1.634 |
Price to Cash Flow | 9.892 | 9.928 |
Dividend Yield | 2.729 | 2.881 |
5 Years Earnings Growth | 9.040 | 9.934 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.430 | 9.939 |
Financial Services | 15.490 | 17.836 |
Technology | 13.530 | 16.780 |
Industrials | 13.310 | 11.969 |
Consumer Defensive | 9.570 | 7.713 |
Consumer Cyclical | 8.640 | 10.886 |
Communication Services | 6.570 | 6.678 |
Energy | 4.960 | 4.420 |
Basic Materials | 4.640 | 5.129 |
Utilities | 1.970 | 3.540 |
Real Estate | 1.880 | 6.036 |
Number of long holdings: 29
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 9.15 | 865.40 | +0.72% | |
Invesco UK Gilt 1-5 Year UCITS GBP Inc | IE00BG0TQ445 | 7.46 | 3,707.00 | +0.31% | |
Atlantic House Defined Ret I Inc GBP | IE00BF2ZW348 | 5.97 | - | - | |
iShares GBP Ultrashort Bond GBP | IE00BCRY6441 | 5.95 | 101.66 | +0.01% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 5.90 | - | - | |
Vanguard U.K. Government Bd Idx Instl Pls GBP Inc | IE00BPT2BR59 | 4.91 | 83.029 | +0.45% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £Dist | IE00BPT2BT73 | 4.47 | - | - | |
Vanguard U.S. Invm GrdCrdtIdxInsPl£HDist | IE00BDBBNM56 | 4.02 | - | - | |
T. Rowe Price US Smlr Cm Eq Ids USD 2 | LU2584622976 | 3.99 | - | - | |
Vontobel TwentyFour Abs RetCrdt AQG GBP | LU1530788402 | 3.93 | - | - |
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