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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.84 | 2.87 | 2.03 |
Stocks | 66.08 | 66.08 | 0.00 |
Bonds | 31.73 | 31.76 | 0.03 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 1.27 | 1.29 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.22 | 15.87 |
Price to Book | 2.16 | 2.27 |
Price to Sales | 1.50 | 1.65 |
Price to Cash Flow | 9.85 | 9.79 |
Dividend Yield | 2.86 | 2.69 |
5 Years Earnings Growth | 9.65 | 10.67 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.12 | 17.06 |
Financial Services | 16.51 | 16.79 |
Industrials | 12.03 | 13.44 |
Healthcare | 11.38 | 11.30 |
Consumer Cyclical | 10.57 | 10.51 |
Consumer Defensive | 9.37 | 7.53 |
Energy | 6.60 | 5.11 |
Communication Services | 6.08 | 6.58 |
Basic Materials | 5.20 | 5.81 |
Utilities | 2.90 | 3.13 |
Real Estate | 2.25 | 4.45 |
Number of long holdings: 17
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Glb Bd Idx Ins Pl £ H Acc | IE00BPT2BQ43 | 31.78 | - | - | |
iShares North American Eq Idx (UK) L Acc | GB00B08HD588 | 26.16 | - | - | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 24.46 | 3.03 | -0.69% | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 6.82 | - | - | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 4.33 | - | - | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 3.67 | 2.98 | 0% | |
iShares Pacific ex Jpn Eq Idx (UK) L Acc | GB00B08HD695 | 2.44 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio A GBP Acc | 1.54B | 3.90 | -0.25 | 4.61 | ||
Moderate Portfolio R GBP Acc | 1.54B | 4.12 | 0.27 | 5.14 | ||
Conservative Portfolio A GBP Acc | 235.27M | 0.18 | -2.88 | 2.14 | ||
Conservative Portfolio R GBP Acc | 235.27M | 0.34 | -2.36 | 2.71 | ||
Old Mutual Cirilium Conservative Pa | 191.19M | 1.45 | 0.47 | 3.71 |
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