Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.20 | 75.19 | 71.99 |
Stocks | 42.25 | 42.26 | 0.01 |
Bonds | 52.31 | 63.98 | 11.67 |
Convertible | 0.15 | 0.15 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 2.04 | 2.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.63 | 14.88 |
Price to Book | 2.09 | 1.97 |
Price to Sales | 1.60 | 1.48 |
Price to Cash Flow | 9.82 | 8.90 |
Dividend Yield | 3.11 | 3.14 |
5 Years Earnings Growth | 10.83 | 10.44 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.03 | 13.95 |
Financial Services | 16.56 | 16.98 |
Industrials | 12.94 | 12.68 |
Consumer Cyclical | 10.81 | 9.80 |
Healthcare | 8.91 | 9.98 |
Real Estate | 8.14 | 6.36 |
Communication Services | 6.12 | 5.79 |
Consumer Defensive | 5.76 | 8.62 |
Energy | 5.24 | 6.15 |
Utilities | 4.63 | 4.10 |
Basic Materials | 3.86 | 6.30 |
Number of long holdings: 45
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 12.62 | - | - | |
Standard Life Investments Global SICAV Absolute | LU0548158830 | 9.17 | 11.552 | -0.11% | |
abrdnII- Gbl Cp Bd S Acc HDG GBP | LU1684373407 | 6.48 | - | - | |
Standard Life Investments Global Index Linked Bond | GB00B00ZJP21 | 5.82 | 1.89 | 0% | |
abrdn American Equity I Acc | GB00B0XWN259 | 4.21 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 3.97 | 388.42 | +0.35% | |
abrdnII- Gbl HY Bd D Acc HDG GBP | LU0455264704 | 3.45 | - | - | |
abrdn Asia Pacific Equity K Acc | GB00BKC7YF17 | 3.23 | - | - | |
abrdn UK Sustble&RspnbInvmtEqIAcc | GB00B131GD17 | 3.06 | - | - | |
Standard Life Investments Global SICAV Emerging Ma | LU0940448631 | 3.03 | 12.204 | +0.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Retail Platform | 1.1B | 1.89 | -0.64 | 2.84 | ||
MyFolio Market II Inst Acc | 1.05B | 2.18 | 0.73 | 3.94 | ||
MyFolio Market II Retail Platform 1 | 1.05B | 2.16 | 0.68 | 3.84 | ||
MyFolio Market IV Inst Acc | 1.01B | 5.12 | 4.26 | 6.64 | ||
MyFolio Market IV Retail Acc | 1.01B | 4.94 | 3.90 | 6.14 |
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