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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.030 | 33.820 | 33.790 |
Stocks | 70.540 | 70.540 | 0.000 |
Bonds | 29.350 | 29.360 | 0.010 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.320 | 16.119 |
Price to Book | 2.384 | 2.013 |
Price to Sales | 1.899 | 1.752 |
Price to Cash Flow | 10.270 | 8.527 |
Dividend Yield | 2.936 | 3.486 |
5 Years Earnings Growth | 9.396 | 9.268 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.080 | 18.551 |
Technology | 15.550 | 12.747 |
Basic Materials | 11.090 | 9.704 |
Healthcare | 10.570 | 10.269 |
Consumer Cyclical | 9.940 | 8.775 |
Industrials | 9.510 | 9.273 |
Communication Services | 5.910 | 6.674 |
Consumer Defensive | 5.390 | 5.369 |
Energy | 4.930 | 5.649 |
Real Estate | 4.330 | 9.367 |
Utilities | 1.700 | 3.895 |
Number of long holdings: 7
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Australian Shares Index Fund | AU60VAN00022 | 28.13 | 2.631 | +0.85% | |
Vanguard Global Agg Bd Indx Fd (Hdg) | AU60VAN93092 | 20.66 | - | - | |
Vanguard International Shares Index Fund | AU60VAN00030 | 20.65 | 3.327 | -0.11% | |
Vanguard International Shares Index Fund Hedged - | AU60VAN01053 | 12.83 | 1.092 | +0.51% | |
Vanguard Australian Fixed Interest Index | AU60VAN00014 | 8.76 | - | - | |
Vanguard International Small Companies Index Fund | AU60VAN00212 | 5.18 | 1.889 | -0.67% | |
Vanguard Emerging Markets Shares Index Fund | AU60VAN00055 | 3.80 | 2.161 | +0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OnePath Life Annuity Pension Balanc | 995.36M | -4.54 | 4.70 | 6.76 | ||
OA Frontier AP Vanguard Balanced In | 768.45M | 4.57 | 4.00 | 6.13 | ||
OA Frontier PS Vanguard Balanced In | 579.85M | 4.08 | 3.44 | 5.53 | ||
OA Frontier PS Vanguard High Growth | 335.42M | 7.45 | 8.19 | 8.60 | ||
OA Frontier AP Vanguard Conservativ | 277.15M | 2.84 | 1.93 | 4.46 |
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