
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.38 | 60.92 | 59.54 |
Stocks | 40.63 | 40.64 | 0.01 |
Bonds | 55.77 | 62.26 | 6.49 |
Convertible | 0.46 | 0.46 | 0.00 |
Preferred | 0.11 | 0.11 | 0.00 |
Other | 1.65 | 1.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.87 | 15.10 |
Price to Book | 2.21 | 2.07 |
Price to Sales | 1.65 | 1.54 |
Price to Cash Flow | 9.81 | 9.17 |
Dividend Yield | 2.67 | 2.98 |
5 Years Earnings Growth | 9.33 | 9.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.21 | 14.42 |
Financial Services | 17.13 | 17.75 |
Industrials | 12.96 | 12.61 |
Consumer Cyclical | 11.78 | 10.32 |
Healthcare | 8.83 | 9.77 |
Real Estate | 8.66 | 6.10 |
Communication Services | 6.71 | 6.01 |
Consumer Defensive | 5.41 | 8.40 |
Utilities | 4.56 | 4.02 |
Energy | 4.06 | 5.40 |
Basic Materials | 2.68 | 5.70 |
Number of long holdings: 45
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 11.60 | - | - | |
abrdn Global Corp Bd S Acc H GBP | LU1684373407 | 8.59 | - | - | |
Standard Life Investments Global Index Linked Bond | GB00B00ZJP21 | 5.85 | 1.89 | -1.15% | |
abrdn Global High Yield Bd D Acc H GBP | LU0455264704 | 5.34 | - | - | |
Standard Life Investments Global SICAV Absolute | LU0548158830 | 4.67 | 11.884 | -0.01% | |
abrdn (SLI) Corporate Bond I Acc | GB00BYMMJL57 | 4.60 | - | - | |
abrdn American Equity I Acc | GB00B0XWN259 | 3.87 | - | - | |
abrdn American Equity Tracker N Acc | GB00BDFZ7321 | 3.72 | - | - | |
Standard Life Investments Global SICAV Emerging Ma | LU0940448631 | 3.66 | 12.461 | -0.48% | |
abrdn Short Dated Corp Bd I Acc | GB00BZCGBQ34 | 3.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market IV Inst Acc | 988.96M | 3.12 | 6.80 | 6.65 | ||
MyFolio Market IV Retail Acc | 988.96M | 3.11 | 6.41 | 6.20 | ||
MyFolio Market II Inst Acc | 957.42M | 2.29 | 3.15 | 3.86 | ||
Standard Life Wealth Bridge Inc | 522.2M | 6.79 | 0.22 | 6.35 | ||
The Norfolk Trust | 27.96M | 9.54 | 2.73 | 7.57 |
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