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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.060 | 61.880 | 56.820 |
Stocks | 55.420 | 64.850 | 9.430 |
Bonds | 35.050 | 46.850 | 11.800 |
Convertible | 0.060 | 0.060 | 0.000 |
Preferred | 0.270 | 0.270 | 0.000 |
Other | 4.160 | 4.160 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.106 | 16.443 |
Price to Book | 2.437 | 1.695 |
Price to Sales | 1.516 | 1.722 |
Price to Cash Flow | 8.894 | 9.333 |
Dividend Yield | 2.199 | 2.878 |
5 Years Earnings Growth | 11.793 | 10.608 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.840 | 16.476 |
Healthcare | 15.090 | 9.379 |
Financial Services | 12.600 | 11.506 |
Consumer Cyclical | 11.650 | 11.621 |
Industrials | 11.260 | 15.357 |
Consumer Defensive | 6.860 | 6.276 |
Communication Services | 6.220 | 6.013 |
Energy | 5.500 | 2.635 |
Basic Materials | 3.780 | 4.902 |
Utilities | 2.450 | 2.272 |
Real Estate | 1.740 | 19.160 |
Number of long holdings: 3
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Global Funds - Global Allocation Fund X2 | LU0328507826 | 97.09 | 102.930 | +0.23% | |
BlackRock Global Allocation | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SMDS Global AI Fund | 475.03B | 14.89 | 7.06 | - | ||
SMDS SMAM DC Tsumitate NISA All Eq | 255.43B | 19.50 | 18.22 | 12.99 | ||
SMDS SMBC Wrap Japan Value Equity | 210.58B | 19.97 | 20.73 | 12.93 | ||
SMDS Toyota Motor/Toyota Group Eq | 194.44B | 26.85 | 19.22 | 11.41 | ||
SMDS SMAM NY Dow Jones Open UnH | 157.11B | 12.85 | 18.71 | - |
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