Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 60.70 | 59.79 |
Stocks | 42.29 | 42.29 | 0.00 |
Bonds | 55.80 | 56.08 | 0.28 |
Convertible | 0.23 | 0.23 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.77 | 0.81 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.13 | 14.98 |
Price to Book | 2.04 | 2.07 |
Price to Sales | 1.60 | 1.54 |
Price to Cash Flow | 9.85 | 9.20 |
Dividend Yield | 2.96 | 3.00 |
5 Years Earnings Growth | 10.05 | 10.25 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.63 | 14.81 |
Financial Services | 16.29 | 17.42 |
Industrials | 11.44 | 12.22 |
Consumer Cyclical | 9.31 | 10.17 |
Healthcare | 8.85 | 10.00 |
Real Estate | 8.41 | 6.02 |
Consumer Defensive | 7.48 | 8.42 |
Communication Services | 6.20 | 6.10 |
Energy | 5.74 | 5.44 |
Utilities | 5.38 | 4.09 |
Basic Materials | 4.26 | 5.81 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 12.77 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 9.44 | - | - | |
abrdn Sterling Corp Bond Tracker X Acc | GB00BJ84JS76 | 7.83 | - | - | |
abrdn Global Inflat-Link Bond Trkr X Acc | GB00BG08N282 | 6.23 | - | - | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 5.97 | 13.32 | -0.22% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 5.78 | 4.44 | +0.38% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 5.78 | 185.97 | +1.53% | |
abrdn EM Local Ccy Bond Tracker X Acc | GB00BG08N068 | 5.36 | - | - | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 5.05 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 4.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market IV Inst Acc | 1.07B | 12.46 | 4.95 | 6.83 | ||
MyFolio Market IV Retail Acc | 1.07B | 12.00 | 4.56 | 6.35 | ||
MyFolio Managed II Inst Acc | 1.04B | 6.19 | 0.09 | 2.92 | ||
Standard Life Wealth Bridge Inc | 597.78M | 6.80 | 0.22 | 6.35 | ||
The Norfolk Trust | 31.3M | 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